Certificates

The following workflows are available in this area:

• Add a Certificate
• Add an Attachment to a Certificate
• Add an Intermodal Interchange Certificate
• Add Holders to a Certificate
• Create a Coverage Template
• Default Holders from a Previous Certificate
• Delete a Certificate
• Edit a Certificate
• Edit Holder Information
• Export Holders
• Holder Packs
• Import Holders
• Issue a Certificate
• Issue a Certificate to a Single Holder
• Issue an Intermodal Interchange Certificate
• Print a Certificate
• Print a Holder List
• Print a List of Certificates
• Remove a Holder from a Certificate
• Renew a Certificate
• Update Holder Attachments

The following reports can be accessed from this area:

• Coverage Snapshot
• Holder/Additional Interest List

To access the Certificates area, follow the steps below.

1. Locate the appropriate client.

   1. To access Accounts from the Home screen, do one of the following:

      • 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 the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
   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, to sort by last name in ascending order, click the Last Name column heading. To sort in descending order, click the Last Name column heading again.
      
      Highlight the desired client in the Results list.
2. Click Proofs of Insurance on the navigation panel, or click Areas > Proofs of Insurance on the menubar.
3. Click the Certificates link under the Proofs of Insurance navigation panel button.

The Certificates screen is comprised of the following sections:

1. • Menubar

     

     The following menubar options are available in the Certificates area. The options vary a bit depending on the entity chosen in the Locate Account dropdown menu in the Locate Criteria frame.

     • File
     • • New
       • • Certificate
         • Contact
         • Opportunity
         • Service
         • Policy
         • Proofs
         • • Binder
           • Certificate of Liability Insurance
           • Certificate of Property Insurance
           • Intermodal Interchange Certificate
           • Evidence of Property
           • Evidence of Commercial Property
         • Transaction
         • Attachment
         • • Acquire and Attach Image
           • Document
           • Email
           • Existing File
           • eForm
         • Claim
         • Activity
         • Email
         • Sticky Note
         • Receipt for Payment
         • Client Refund
       • Open
       • Delete
       • Print
       • • Listview
         • Barcode
         • Certificate
       • Display Options
       • Exit
     • Edit
     • • Undo
       • Cut
       • Copy
       • Paste
       • Delete
       • Select All
       • Desired
       • Required
     • Areas
     • • Account Detail
       • Contacts
       • Opportunities
       • Client Contracts
       • Policies
       • Proofs of Insurance
       • Transactions
       • Attachments
       • Claims
       • Activities
       • SMS History
     • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate (Each open account displays in this menu.)
     • Actions
     • • Export Holders
       • Import Holders
       • Issue Certificate
       • Issue Single Holder
       • Renew Certificate
       • Update Holder Attachments
     • Real-Time
     • • Account Update
       • Local Security
     • On Demand
     • • Account Workflows
       • Coverage Snapshot
       • Holder/Additional Interest List
     • Access
     • • Activities
       • • Open Activities
         • All Activities
       • Associated Accounts
       • Attachments
       • Policies
       • Auditing
       • Client Access Log
       • Notifications
     • Links
     • myEpic
     • SMS
     • Help
     • • Applied Epic Help
       • Applied KnowledgeBase
       • Applied Epic Release Notes
       • Online Chat / Log a Case
       • About Applied Epic 2023
   • Options Bar

     

     The following options bar options are available in the Binders area. The options vary a bit depending on the entity chosen in the Locate Account dropdown menu in the Locate Criteria frame.

     • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate  (Each open account displays in this menu.)
     • Actions
     • • Export Holders
       • Import Holders
       • Issue Certificate
       • Issue Single Holder
       • Renew Certificate
       • Update Holder Attachments
     • Real-Time
     • • Account Update
       • Local Security
     • On Demand
     • • Account Workflows
       • Coverage Snapshot
       • Additional Interest/Holder List
     • Access
     • • Activities
       • • Open Activities
         • All Activities
       • Associated Accounts
       • Attachments
       • Policies
       • Auditing
       • Client Access Log
       • Notifications
     • Links
     • myEpic
     • Exchange
     • SMS
     • New
     • • Certificate
       • Contact
       • Opportunity
       • Service
       • Policy
       • Proofs
       • • Binder
         • Certificate of Liability Insurance
         • Certificate of Property Insurance
         • Intermodal Interchange Certificate
         • Evidence of Property
         • Evidence of Commercial Property
       • Transaction
       • Attachment
       • • Acquire and Attach Image
         • Document
         • Email
         • Existing File
         • eForm
       • Claim
       • Activity
       • Email
       • Sticky Note
       • Receipt for Payment
       • Client Refund
     • Print
     • • Listview
       • Barcode
       • Certificate
     • Save
     • Undo
   • Navigation Panel

     The navigation panel is on the left side of the screen.

     

     The navigation panel consists of the following buttons.

     • Account Detail
     • Contacts
     • Opportunities
     • Client Contracts
     • Policies
     • Proofs of Insurance
     • Transactions
     • Attachments
     • Claims
     • Activities
     • SMS History
   • Contact Cards

     Primary contact information for the selected entity displays in the bottom left corner of the screen.
     
     Click the Additional tab for information about other phone numbers, email addresses, etc. associated with the selected account.

     

   • Certificates List

     Certificates for the selected client display in the list beneath the options bar. To change the certificates that display in the list, click the word Certificates in the view filter and select the appropriate selection.

     

     Use the search bar to display certificates 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 certificates.

     Selecting multiple criteria performs an "and" search (for example, issued certificates with a specific Line Type).

     

     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) 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.

     To sort by a different column, click the column heading by which you wish to sort. Click one more time to change the sort order (from ascending to descending, or vice versa).

     Line of Business, History, and Holders for the highlighted certificate display below the list.

   • Holders List

     Holders associated with the highlighted certificate display in the Holders list.
     
     To add a holder click the Add button to the left of this list. Holder Detail displays. Fill in the information in the fields provided, and then exit the screen.

     To remove a holder from the certificate, click to highlight it in the Holders list and click the Delete button .

   • Footer

     The footer is located at the bottom of the screen. Some of the information it displays varies depending on the area of Applied Epic you are viewing.

     The footer always displays the version of Epic you are running, the database you are accessing, and the name of the current screen. On some screens, the footer also displays the entity type, status, and current account balance, as in the example below.