Import 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 click 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 > Import Risks on the options bar.
   • Click Actions > Import Risks on the menubar.
   • Right click the policy and select Import Risks.
4. Click the Add button .
5. In the Import Risks window, Choose the correct Risk type.
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. Choose the appropriate radio button:
   
   • Import and Update
   • Import and Replace
   • Import, Update, and Remove
8. Click the lookup button to the right of the Select file to import field.
9. Click the correct radio button:
   
   • Existing client document
     1. A list of attachments associated with the selected account displays. Change the attachments that display in the list if necessary.

        Use the search bar to display attachments 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 attachments.

        

        1. Click the Edit Filter button .
        2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
        3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
           
           Click the Delete button to remove a filter from the list.
        4. Click Finish when you have applied all of your desired filters.
           
           Hover over the Search where text to see the filter that is currently applied to the list.

        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.

        

        1. Make a selection in the first dropdown menu.
        2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
        • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
        • Contains: Enter at least one character of the search criterion (e.g., part of the description or folder name) in the field to the right.
        • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.

        3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
           
           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.
     2. Click the appropriate attachment in the list.
     3. Click Finish.
   • Existing file
     1. On the Attach Existing File window, click the Browse button. Navigate to the desired file and then click Open.
     2. The file name defaults in the Description field but can be changed to be more descriptive if necessary.
     3. Click Finish.
10. If applicable, change the number in the Start import from row field to the first row of the Microsoft Excel sheet that contains data.
11. Click Process.
12. On the Import Risks window, click the Refresh link label in the blue header bar.
13. Click the Create button.
14. Click the Preview button.
15. Click Import to pull the items on the list into the policy.
16. Click Yes to verify that you want to import the items.
17. Click the Refresh link label again.
18. If the import is successful, the list will be blank.