Account Update

Account Update helps to ensure that your agency's available carriers and Real-Time transactions are current and consistent with carrier capabilities. Below are some of the abilities your agency can keep up with by running an Account Update:

• Assigning Issuing Company Codes to the transactions (i.e., Carrier Products) your agency has access to
• Revising previously assigned Issuing Company Codes
• Update your agency's system with any new transactions enabled by a Carrier

You can run an Account Update from multiple locations within Applied Epic^®:

• Click Real-Time > Account Update on the options bar from Accounts.
• Click Configure > Real-Time > Account.
• Click File > Account Update on the menubar of the Real-Time Interface screen.

If multiple codes are configured for a single product, separate them with semicolons. However, the codes themselves cannot contain semicolons, commas, or tildes.

It is recommended that your agency run Account Update either whenever you are notified by your carrier of a newly available transaction or monthly (at the very least).