Export Risks

Applied Epic allows you to import and export risks in different file formats for client verification and for quick and easy entering of data into the program.  

This function can be accessed from the Policies area or the Contacts area.

1. Locate the account in question and access the Policies area or access the Accounts area and locate the correct contact .
   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 the Locate button 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 the Locate button on the options bar.

   2. In the Locate account dropdown menu, select Broker, Client, Company, Employee, Finance Company, Other Interest, or Vendor.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right.
      • Insureds (available only if Clients is selected in the Locate Account field)
      • Prospects (available only if Clients is selected in the Locate Account field)
      • Additional Interest (available only if Other Interest is selected in the Locate Account field)
      • Bill to (available only if Other Interest is selected in the Locate Account field)
      • Certificate Holder (available only if Other Interest is selected in the Locate Account field)
      • Active
      • Inactive
   5. Enter the first few letters of the name, phone number, etc. (depending on your Locate by selection) 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).
   6. 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.
   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.

   2. In the Locate account dropdown menu, select Client.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right:
      • Insureds
      • Prospects
      • Active
      • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on your Locate by selection) 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).
   6. 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.
   7. Highlight the desired item in the Results list.
   8. 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.
2. Click on the appropriate policy or contact in the list.
   
   Note: Monoline and package policies are in bolded in the policy list. Lines of business included in package policies are not bolded; they are indented and listed beneath the package policies to which they belong.
3. Do one of the following:
   
   • Click Actions > Export Risks on the options bar.
   • Click Actions > Export Risks on the menubar.
   • Right click the policy and select Actions > Export Risks.
4. n the Export Risks window, choose the correct risk Type.
5. To show mapping files that are associated with the selected account, click the Select file by account checkbox.
6. Choose the desired Mapping file.
   
   Note: To choose a file definition that is specific to the selected account, click the Select file by account checkbox before choosing a mapping file.
7. Enter a File name for the file that is to be exported.
8. Select any checkboxes that apply:
   
   • Disable delivery options: Disables the remaining fields on the screen. Skip to step 11 if you select this checkbox.
   • Send as blank template: sends a blank file to the recipient to be filled in from scratch.
9. The primary contact defaults into the Contact field. To choose a different contact on the account, click the lookup button , change the types of contacts that display in the list if necessary, click on the correct contact, and then click Finish.
   1. Click the word "Contacts" in the view filter.

   

    

   A list of choices displays:

   1. • All
      • Contact Category
      • Policy Category

   2. Click on the appropriate selection.
10. If the selected contact has a preferred contact method, it defaults in the Via field; otherwise, Print defaults. This selection can be changed if necessary.
    
    • Email

      1. In the Email/Fax Details frame, select the sender’s email address from the From dropdown, or click the Change Sender link label.

      If you click Change Sender, the Change Sender pop-up window displays.

      1. Select an email address from the dropdown.

      2. Click Finish or press [Enter] to accept the changes, or click Cancel to discard them.

      2. The highlighted contact’s email address populates the To field, but you can enter additional email addresses manually if necessary (separating them with semicolons), or click the To button to open the Contact Address Book.

      3. If necessary, enter Cc and Bcc email addresses (separating multiple addresses with semicolons), or click the Cc or Bcc button to open the Contact Address Book.

      4. Enter a Subject for the email.

      5. Enter a Message to display in the body of the email. Use the formatting ribbon to format text and add images or links if necessary. Hover over each button to display its function in a tooltip.

      6. If necessary, select a Template to apply to the email. The Branding Profile and Email Signature associated to the selected template default, but you can change these dropdown menu selections if necessary.
         To restore the default Email Signature (or clear the signature if no default is set), click the Refresh link label.

      7. To preview the email, select Show message as the recipient will see it. If the selected Template includes merge variables, the variables populate in the preview so you can see the message as the recipient will.

      8. In the Delivery Options frame, choose to send the email Now or Schedule it to send later. If you choose Schedule, enter a date and time for the email to send.

      9. Click the Preview button to display any attachments that will be included with the email.

    • Fax
      1. You are prompted: "A sender must be defined for the outgoing fax." Click OK.
      2. In the Change Sender pop-up window, enter a Name or select a Name from the dropdown menu. Enter the correct information in the remaining fields, and then click Finish or press [Enter].
      3. Enter the correct Fax number if it does not default into the field.
      4. Enter a Subject for the fax.
      5. Optionally enter a Message to print on the fax cover sheet.
      6. Select a fax Cover page.
      7. To change the Language of the selected Cover page, select it from the Language dropdown menu.
         
         Note: you must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
      8. If you want to see a preview of the fax cover page, click the Preview link label to the right of the field.
      9. If you want to change the name of the person who is sending the fax, click the Change Sender link label. In the window that displays, select a new Name, fill in the other pertinent fields, and click Finish or press [Enter].
      10. Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
      11. Click Finish.
    • Print
      1. Pick the correct Printer in the dropdown list, or click Change Printer Settings to display the Print window.
      2. Choose to print the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
      3. Click Continue.
11. A list of risks for the selected policy displays. Click Export to create the file.
12. Click Yes to verify that you want to export the list.