Patriot Growth Insurance Services

When you change an address in Epic in Account Detail, you may get a pop-up box after you change the address asking where else you'd like to apply the ad...

The article 'Field Defaults & Configuration' is for users or admin who have access to CONFIGURE in Epic. If given access, any user can have acce...

Document attached includes information on the following topics: The document has links that bring them to those places within the document.  T...

After renewing the certificate, when you go to any of the coverages on the navigation panel, you do not delete the template, you simply pull through the ren...

From: Support <[email protected]>  Sent: Tuesday, October 17, 2023 11:28 AM To: Melanie Caruso <[email protected]> Cc: Melanie Car...

Internal: Indicates a broker in your organization. You must select the internal office the broker represents:    Agency: If the agency is in Appl...

If you entered a policy in error and want to delete it, you need to check the stage of the policy in the service summary row prior to deleting it. Depending...

See Attachment.

This guide will show screenshots of logging into the Epic Browser using Okta SSO.  1. Access your agency's Epic Browser login page  Each age...