Using Real-Time

You can only access the Real-Time Interface from a client account with a policy containing at least Type, Description, Effective/Expiry dates, Agency, Branch, Department, Line, Status, and Issuing Location.

Use the eServicing ribbon on the Policies screen to perform Real-Time transactions (Policy Inquiry, Claim Inquiry, Billing Inquiry, and Company Website) without accessing the Real-Time Interface. The transactions available depend on the issuing company’s configuration and the transactions it supports. See Policies for more information on the eServicing ribbon.

1. Locate the account in question.
   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, policy number, 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.
2. Click the Real-Time button on the options bar. The Real-Time Interface screen displays.
3. Choose the Policy or Claim radio button.
4. Select the applicable transaction from the Commands dropdown. These options vary, depending on the radio button you chose. See the Real-Time Commands section of the Applied Epic Agency Interface Manual for more information.
   Note: See Rate Manager or Finance Premium Interface for instructions if you choose one of those options.
5. Evaluation dates default in but may be changed if necessary, depending on your dropdown menu selection.
6. Change the policies or claims and/or columns that display in the list if necessary. You can only modify the columns that display in the Policies list.
   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 reorder the columns, click on a column and then click the up arrow or down arrow to change its position.
   4. Click OK or press [Enter] to save your changes.
      
      Click Cancel to close the window without saving your changes.
   1. Click the word Policies or Claims in the view filter.
   2. Click on the appropriate selection in the menu.

   To narrow the list of policies or claims, use the search bar above the list to specify the policies or claims that you want to see.

   

   You can apply multiple filters if necessary.

   1. To apply multiple filters to the list, do one of the following:
   • Click the Edit Filter button . 
   • Press [Ctrl] + E.
   2. The Edit Filter pop-up window displays. 
      
      Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

   

   3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
   4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
   5. Click Finish when you have applied all of your desired filters.
      
      To exit the dialog without applying any filters, click Cancel.
7. Choose a policy or claim in the list.
8. A list of Available Carriers displays. Select the checkbox next to each carrier to which you wish to send a transaction.
9. You can change the default company contract number or IBC code for your session if necessary (if the company has multiple contract numbers or IBC codes configured).
   1. Click the IBC Codes link label in the Policies header.
   2. The Available Codes window displays all ICOs available on the client’s policies and any IBC codes set up for them. Select a company code, and then select the IBC code in the list.
   3. Repeat the previous step until you have made all necessary IBC code changes.
   4. Click OK to save your changes, or Cancel to discard them.
   1. Click the Contracts link label in the Policies header.
   2. The Available Contract Numbers window displays the company codes for all companies selected in the Available Carriers list and any contract numbers set up for them. Select a company code, and then select the contract number in the list.
   3. Repeat the previous step until you have made all necessary contract number changes.
   4. Click OK to save your changes, or Cancel to discard them.
10. Click Go.
11. Your inquiry is sent to the selected carriers; the results display after a few moments.
12. The Real-Time Transactions Results screen displays. Highlight an item in the first list.
    • Click the tabs to view information for the selected item:
      
      • Coverage/Premiums

        This tab shows the premium breakdown for the selected item.

      • Comments

        Notes from the selected item display on this tab.

      • Additional Info

        This tab is blank unless there were errors during the transaction or special information was sent.

      • Attachments

        The Attachments tab lists the documents or additional forms have come back. Click a link in this list to retrieve the document.

        If a window displays to inform you that you are about to download a document from the company website, click Yes to continue.

      • Status

        If the Display all system actions and events checkbox is checked, system actions and events display here.

13. Click Accept to complete the workflow.