Account Detail
Contacts
Policy Actions
Where in Epic?
Grab Bag
100
This is the shortcut to Locate screen.
What is F2?
100
This contact's info is shown on the Account Contact Card for the account.
What is the Primary Contact?
100
This action starts an endorsement workflow.
What is Endorse/Revise - Existing Line?
100
Proposals
What is found on the On Demand button?
100
It is outlined in red.
What is a required field?
200
If you tab to this field when entering the address, if will prefill the city/state for you.
What is the zip code field?
200
These fields are completed with either mail, email or fax to indicate how the client wishes to be contacted.
What are the contact methods?
200
Update Stage to Submitted
What is the action that changes the Service Summary Row to submitted without starting a submission workflow?
200
Ability to create template letters.
What are found in Attachments? (Accessed via New>Attachments>Documents)
200
These are the three Service Summary Row stages a policy goes through when added to the system.
What are In Process, Submitted and Issued?
300
Use these to label accounts with identifying info to pull into marketing reports/campaigns.
What are Agency Defined Categories?
300
This icon identifies a field that has a screen lock security on it.
What is a padlock?
300
These are the 3 steps associated with issuing a cancellation that is not downloaded.
What are Cancel, Submit Cancellation and Issue Cancellation?
300
Blank Acord Forms
What are found on the Print Option Button on Home Base?
300
This is the only SSR stage that allows policy detail to be changed without performing an Action.
What is In Process?
400
You can't do this if there are open activities, invoices, or current policies.
What is inactivate an account?
400
These fields need to be completed in order for salutation info to pull into template letters.
What are the formal and informal fields?
400
This is the only proof of insurance coverage that is on the Action options.
What is Issue Auto ID card?
400
Front End Scanned Mail
What is found in Unrouted Attachments, accessed off of Home Base?
400
Enters template policy information automatically into the application when selected, such as limits and answers to general questions.
What does Prefill do?
500
This tab contains info as respects the invoice layout and statement page break.
What is the Billing tab?
500
This contact information is contained on the Additional Tab of the Account Contact Card.
What is additional contact info for the primary contact?
500
Named Insureds, Drivers, Locations and Automobiles.
What risks can be imported/exported into policies via Import and Export Risks actions?
500
Ability to print application to go over with client.
What is the Review Application option under Actions on Policy screen?
500
Many fields in this area of policy applications can be edited at any time during the life of a policy, regardless of the Service Summary Row stage.
What is the Servicing/Billing tab?
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