Issue / Not Issue a Policy

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

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 > Issue/Not Issue Policy on the options bar.
Click Actions > Issue/Not Issue Policy on the menubar.
Right click the policy and select Issue/Not Issue Policy.

Note: You can also click Actions > Issue/Not Issue Application from the Policy Detail screen.

The Issue / Not Issue screen displays. Enter the Policy Number if it does not default in.

Note: The Policy Number, Issuing company, Premium payable, and Payable contract fields are not required if you select the Not Issue radio button for a monoline policy or for all lines of business in a package policy. If only some lines of a package policy are not being issued, however, Policy Number is required. Premium payable is required for the lines you select as Issue or Leave as submitted but not for the lines you select as Not issue.

The Effective and Expiry dates default in but can be changed if necessary.

The following tabs are in this window:

Line
1. Choose the appropriate line in the list.
2. Click the Issue, Not Issue, or Leave as submitted radio button.
3. The Issuing company defaults in but can be amended.
4. Select the correct Premium Payable code:
  - BR Broker (External)
  - CA Carrier
  - IN Broker (Internal)
5. Choose a different Premium Payable account if necessary.
6. Select the appropriate Payable Contract if applicable.
  
  Note: This field is available only for agency billed policies.
7. Select a different Status in the dropdown list if applicable.
Close Open Activities
Activities associated with the selected policy/line must be closed before you can issue the policy.
1. Click on the activity to be closed, and then select the Closed radio button.
2. Choose Successful or Unsuccessful in the Closed dropdown menu.
3. If you close the activity unsuccessfully, choose a Reason from the dropdown list.
4. Optionally enter an Actual time (in Hours and Minutes) that was spent on this activity.
5. Optionally enter the Actual cost of this activity.
6. Optionally enter Notes in the text box provided.
7. If you enter notes, select an Access level. Only users who have the chosen level of access will be able to see the notes.
Supplemental Screens
A list of supplemental screens that are associated with the policy/line displays. To remove a supplemental screen, click to highlight the screen in the list and click the [Delete] button .

To change the status of a supplemental screen, click to highlight the screen name, and then select the appropriate radio button:
1. - Active
  - Inactive

Click Finish or press [Enter].