Change Effective/Expiry Dates

To learn more about this capability, click the Launch video button.

You cannot change the policy effective/expiry dates if the policy is a renewal, has been Issued, or has more than one service summary row.

Locate the account and access the Policies area.
1. To access Accounts from the Home screen, do one of the following:
1. - Click Accounts on the navigation panel.
  - Click Areas > Accounts on the menubar.
  - Click the down arrow next to Home on the options bar and select Accounts.
  - Click Locate on the options bar.
To access Accounts from another area of the program, do one of the following:
- Click Home > Accounts on the menubar.
- Click the down arrow next to Home on the options bar and select Accounts.
- Click Locate on the options bar.
1. In the Locate account dropdown menu, select Client.
2. Select a Locate by option from the dropdown menu.
  
  You can access policy detail directly from the Account Locate screen by selecting the Line ID, Policy #, or Vehicle Registration Number option and double clicking on an item in your search results..
3. Select the suitable checkbox or checkboxes to the right:
  - Insureds
  - Prospects
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
5. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
6. Highlight the desired item in the Results list.
7. Click Policies on the navigation panel or Areas > Policies on the menubar.
  
  Note: You can access policies from the Account Detail screen in the same manner.
A list of policies for the selected customer displays. Change the policies that display in the list if necessary.
1. Click the word Policies in the view filter.
A list of choices displays:
1. - All Except Marketed
  - Current/Renewed
    
    Note: Lapsed and cancelled policies display here for the number of days beyond their expiry or cancellation dates defined in System Settings.
  - Expired/History
  - Marketed
  - Marketed (History)
1. Click on the appropriate selection.
Use the search bar to display policies that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of policies.
Selecting multiple criteria performs an "and" search (for example, policies with a specific Type of Business and a specific Policy Effective date). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, policies with either of two Types of Business). You can make up to eight selections for the Type of Business criterion and up to 10 for the Line Type criterion.
To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
To save your currently applied filters as a default for the selected client or all clients, create Filter Defaults. Filter defaults are unavailable for the Marketed and Marketed (History) lists and for Policies lists opened from the Access menu (as Access > Policies already provides a filtered view).

Your filter defaults are unique to your user code and will not affect other users’ saved defaults.
You can change the columns that display in the list if necessary.

Note: Click the Sort Descending link to sort the policies by date starting with the most recent.
1. Click the Select Columns link label on the right side of the header bar.
2. The Select Columns window displays. Select the checkbox next to each column that should be included in the list. Deselect the checkbox next to each column that should be removed from the list.
3. Columns display in the order in which they are listed. To move a column up or down in the list, click the appropriate column, and then click the up arrow or down arrow to change the order.
4. Click OK or press [Enter] to save your changes.
  
  Click Cancel to close the window without saving your changes.
Click on the policy in the list.

Note: Monoline and package policies are in bold. Lines of business included in package policies are not bolded; they are indented and listed below the package policies to which they belong.

To view in-process and suspended workflows for the selected line, click the In Process/Suspended Workflows link. Clicking Suspend History shows all suspensions for the selected workflow. Clicking a suspension shows its Comments. Click Close to return to the myEpic - Workflows window. Click the Close button to close the myEpic - Associated Workflows window.
To see the servicing contacts for a specific line of business, click on the line in the list. In the Line Detail area, click the Servicing Contacts link.

Do one of the following:

Click Actions > Change Effective/Expiry Dates on the options bar.
Click Actions > Change Effective/Expiry Dates on the menubar.
Right click the policy and select Change Effective/Expiry Dates.

Note: You can also click Actions > Change Effective/Expiry Dates from the Policy Detail screen.

If changes might be needed in other areas as a result of the date change, a message displays. Click Yes if you wish to continue.

Enter a date in the Change effective date to field, or click the down arrow to the right of the field to select a date from the dropdown calendar.

To apply the new effective date to service summary rows, click the Apply to link label. In the Apply To pop-up window, click the checkbox for every service summary row that should be changed to the new effective date, or click Select All to change the date for all of the rows. Click Finish.

Enter a date in the Change expiry date to field, or click the down arrow to the right of the field to select a date from the dropdown calendar.

Note: If you change the effective or expiry date so that a service summary row is then outside the date range, you must also change the date of the service summary row.

To change the effective date of an individual service summary row, click the row in the Service Summary list. Enter a date in the Change row effective date to field or click the down arrow to the right of the field to select a date from the dropdown calendar.

Note: You can change a service summary row dates without changing the policy dates. Service summary row dates changes must fall within policy term.

Click Finish to complete the workflow.

Click Cancel to close the screen without changing the effective and expiry dates.

The service summary row displays with an asterisk beside the date to show that a change was made.

Two asterisks denote a change made to the first service summary row.