Real-Time Account Update

Account Update helps to ensure that your agency's available carriers and Real-Time transactions are current and consistent with carrier capabilities. Running an Account Update enables your agency to do the following:

• Assign Issuing Company Codes to the transactions (carrier products) your agency has access to
• Revise previously assigned Issuing Company Codes
• Update your system with any new transactions enabled by a carrier. Applied recommends running Account Update at least monthly, as well as whenever a carrier notifies you of a newly available transaction.
• Synchronize Applied Epic logins/usercodes with your agency’s Real-Time account. When you add or revise a login in Login Configuration, those changes are not automatically applied to your organization’s Real-Time account. You must perform an Account Update to enable the new users to complete Real-Time transactions.

To run Account Update, complete the following steps:

1. Do one of the following:
   
   • Click the down arrow to the right of Real-Time and select Account Update on the options bar.
   • Click Real-Time > Account Update on the menubar.
2. The Account Products window displays a list of all available Real-Time options. Select the product with the code you would like to edit. You can enter multiple codes under each option if a company has multiple codes.
3. Click the Edit button to the left of the list or double click the product.

Note: To look up a company code, click on product and click the Lookup button. A list of companies displays in a pop-up window.

4. Update the information in the Edit code(s) field. If multiple codes are configured for a single product, separate them with semicolons. However, the codes themselves cannot contain semicolons, commas, or tildes.
5. Click Apply.
6. Click Finish when you have made the desired changes.