Add an Evidence of Property

1. Amend the certificate Title if necessary.
2. Select the Continued until terminated if checked checkbox if applicable.
3. If applicable, choose an evidence of property in the Replaces prior evidence dropdown menu.

4. The Insured information defaults. If this must be changed, click the lookup button to the right of the Name field.

   1. Narrow the list of contacts for the selected account if necessary.

      Use the search bar to display contacts 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 contacts.

      

      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 and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and 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 category or city) 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 category or city) in the field to the right.

      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 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 to highlight the desired contact and click Finish.

1. To add a policy level coverage, click the Add button to the left of the list.
2. In the Available Policy Level Coverages pop-up window, click to select the checkbox for each desired item in the list and click Finish.
3. The Coverage perils/forms data cannot be revised.
4. Information defaults in the Amount of insurance, and Deductible fields. You can update these items if necessary.
5. To remove an item from the list of properties, click to highlight the coverage in the list and click Delete .
   
   Note: If you wish to view a property/coverage comparison, click the View Property/Coverage Differences link label. A preview report displays. You can print this as you would any other document.

1. Select the Use main risks/coverages checkbox if applicable.
2. To add a risk, click the Add button to the left of the Property list.
3. In the Available Risks pop-up window, choose a Line of Business and Risk type.
4. Click to select the checkbox for each desired item in the list and click Finish.

5. To revise an item in the Property list, click Edit .

   1. Update the Location/Description as necessary.
   2. Click Previous and Next to scroll through the properties, editing them as needed.
   3. Click Finish when you have made your changes.
6. To remove an item from the Properties list, click to highlight the item in the list and click Delete .
7. Click a property to view its coverages in the lower list.

8. To revise a coverage, click to highlight the desired item in the Coverages list and click the Edit button to the left of the list.

   1. In the Coverages pop-up window, revise the Coverage/perils/form, Amount of insurance, and Deductible as needed.
   2. Click Previous and Next to scroll through the coverages, editing them as necessary.
   3. Click Finish when you have made your changes.
9. To remove an item from the Coverages list, click to highlight the item in the list and click Delete .
   
   Note: If you wish to view a property/coverage comparison, click the View Property/Coverage Differences link label. A preview report displays. You can print it as you would any other document.

Enter any special conditions in the text box.

1. Click the Add button.

2. In the Add Attachment window, select the appropriate radio button and click Continue.

• Email

  Note: Your agency's email program must be integrated with Applied Epic to attach emails to items in Applied Epic.

  1. Click the Browse button.
  2. In the Attach Existing File window, click on the email that you would like to attach.
  3. If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not want to add the email's attachment(s), deselect the checkbox.
  4. Click Finish.
  5. In the Attach Existing File window, select the Delete original after attaching checkbox if you want to remove the email from your email program.
  6. Click Finish or press [Enter] to add the attachment.

  Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, "Do you wish to discard changes?" Click Yes.

• Existing client document

  1. In the Available Attachments window, select the checkboxes for all of the attachments you want to add. If needed, you can filter the list to locate the correct attachments more easily.
  2. Click Finish or press [Enter] to add the attachment(s).

  Click Cancel or press [Esc] to exit the workflow without adding the attachment(s). You are prompted, "Do you wish to discard changes?" Click Yes.

• Existing file   

  1. Click the Browse button.
  2. Locate the file or files you want to attach and click Open. You can select multiple files by holding the [Shift] or [Ctrl] key while clicking.
  3. Enter or modify the Description of each attachment.
  4. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
  5. Click Finish or press [Enter] to add the attachment.
     
     Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, "Do you wish to discard changes?" Click Yes.
3. To remove an attachment from the certificate, click to highlight the desired attachment and click Delete .

1. Click on the additional interest whose information you wish to amend.

2. Information for the selected additional interest displays in the tabs below:

• Additional Interest

  1. The additional interest's Lookup Code and Name display. To update this information, click the lookup button to the right of either field.

     1. Select an Account Type and click the lookup button for the Lookup code field.
     2. In the Account Lookup pop-up window, filter by Account Name or Lookup code, enter at least one character in the Search field and click Find.
     3. Click to highlight the appropriate Account and click Finish.
     4. Narrow the list of contacts for the selected account if necessary.

        Use the search bar to display contacts 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 contacts.

        

        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 and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and 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 category or city) 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 category or city) in the field to the right.

        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 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.
     5. Click to highlight the desired contact and click Finish.
  2. Update the Address, Phone, and Email information if necessary.
  3. Select the method by which the contact prefers to receive evidences in the Distribute via dropdown menu. Print is selected by default. If there are additional interests in your list for which you do not wish to print a certificate, click to highlight the additional interest in question and change the Distribute via option.
  4. Enter any Special Conditions that are holder-specific in the text box.

• Policy Level Coverages

  This tab allows you to select the policy level coverages for the evidence of property.

  1. Select the Use main policy level coverages checkbox if applicable.
  2. To add a policy level coverage that is specific to the selected additional interest, click the Add button to the left of the Coverages list.
  3. In the Available Policy Level Coverages pop-up window, click to select the checkbox for each desired item in the list and click Finish.
  4. Information defaults in the Coverage perils/forms, Amount of insurance, and Deductible fields. You can update these items if necessary.
  5. To remove an item from the list of coverages for the holder, click to highlight the coverage in the list and click Delete .

• Risks/Coverages

  1. To add a risk for the highlighted holder, click the Add button to the left of the Property list.
  2. In the Available Risks pop-up window, choose a Line of Business and Risk type.
  3. Click to select the checkbox for each desired item in the list and click Finish.
  4. To revise an item in the Property list, click Edit .
     1. Update the Location/Description as necessary.
     2. Click Previous and Next to scroll through the properties, editing as needed.
     3. Click Finish when you have made your changes.
  5. To remove an item from the Properties list, click to highlight the item in the list and click Delete .
  6. Click a property to view its coverages in the lower list.
  7. To revise a coverage, click to highlight the desired item in the Coverages list and click the Edit button to the left of the list.
     1. In the Coverages pop-up window, revise the Coverage/perils/form, Amount of insurance, and Deductible as needed.
     2. Click Previous and Next to scroll through the coverages, editing as necessary.
     3. Click Finish when you have made your changes.
  8. To remove an item from the Coverages list, click to highlight the item in the list and click Delete .
     
     Note: If you wish to view a property/coverage comparison, click the View Property/Coverage Differences link label. A preview report displays. You can print it as you would any other document.

• Documents Attached

  1. Additional interest attachments display. To add an attachment, click the Add button to the left of the list.

  2. In the Add Attachment pop-up window, click the desired radio button and then click Continue.

  • Email

    Note: Your agency's email program must be integrated with Applied Epic to attach emails to items in Applied Epic.

    1. Click the Browse button.
    2. In the Attach Existing File window, click on the email that you would like to attach.
    3. If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not want to add the email's attachment(s), deselect the checkbox.
    4. Click Finish.
    5. In the Attach Existing File window, select the Delete original after attaching checkbox if you want to remove the email from your email program.
    6. Click Finish or press [Enter] to add the attachment.
       
       Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, "Do you wish to discard changes?" Click Yes.

  • Existing client document

    1. In the Available Attachments window, select the checkboxes for all of the attachments you want to add. If needed, you can filter the list to locate the correct attachments more easily.
    2. Click Finish or press [Enter] to add the attachment(s).

    Click Cancel or press [Esc] to exit the workflow without adding the attachment(s). You are prompted, "Do you wish to discard changes?" Click Yes.

  • Existing file  

    1. Click the Browse button.
    2. Locate the file or files you want to attach and click Open. You can select multiple files by holding the [Shift] or [Ctrl] key while clicking.
    3. Enter or modify the Description of each attachment.
    4. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
    5. Click Finish or press [Enter] to add the attachment.
       
       Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, "Do you wish to discard changes?" Click Yes.
  3. To disassociate an attachment from the additional interest, click to highlight the attachment and click Delete .

• Additional Interest Details

  1. Select any applicable checkboxes in the Type of Additional Interest section.
  2. Select any applicable checkboxes in the Subrogation Waived On section.
  3. The Issue date cannot be changed.
  4. Optionally update the Days' cancellation notice.
  5. Select the Inactivate additional interests for this evidence of insurance checkbox if applicable. If you check this box, choose an Inactivation reason.
  6. The Named Insured information defaults. To change it, click the lookup button to the right of the Name field.
     1. Narrow the list of contacts for the selected account if necessary.

        Use the search bar to display contacts 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 contacts.

        

        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 and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and 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 category or city) 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 category or city) in the field to the right.

        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 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 to highlight the desired contact and click Finish.

1. To add a remark, click the Add button .
2. Select the Print on form checkbox if this remark should print on the evidence of property.
3. Enter a brief Description for the remark.
4. Enter the remark in the large text box.
5. To remove a remark, click Delete .