Associated Accounts

The Associated Accounts feature allows you to keep track of accounts that are related to one another, such as a main account and a subaccount. Accounts that share an address with an existing account are automatically added as Associated Accounts with the Account association type. For information on making changes to the relationships available in Applied Epic, see Define Relationships.

To view the selected account’s Associated Accounts, click Access > Associated Accounts on the options bar or menubar.

The Associated Accounts pop-up displays all current policies and policies active within the previous 12 months for accounts located at the same address. It provides policy information, including the Policy type and Annualized Premium, for each individual policy. The total number of policies for all accounts and the combined Annualized Premium for all accounts also display.

Note: An account only matches by address if its street address and ZIP/Postal Code match the address for the selected account in Account Detail exactly. This means that 10 State St will not match with 10 State Street.

To narrow the list, or to search for a specific policy or account, use the Search where filter.

To associate an additional account, select Link Additional Accounts and perform the following steps:

1. The Add Relationship screen displays. Locate the account to which the selected account is related. Make a selection in the first dropdown menu of the search bar:
• Lookup Code
• Account Name
2. Make a selection in the second dropdown menu:
• Equals: Enter the entire lookup code, account name, or account type in the field provided.
• Contains: Enter at least one letter of the lookup code, account name, or account type in the field provided.
3. Click Find or press [Enter] to display a list of matching accounts.
4. Click on the appropriate account in the list, and then click the down arrow button to move the account to the Selected list. Hold the [Ctrl] or [Shift] key while clicking to make multiple selections. To select all accounts in the list, click the double down arrow button. To remove an account from the Selected list, click on the account and then click the Delete button to the left of the list.
5. Select the relationship Type for the selected account(s).
6. Specify the selected account’s Role in the relationship you selected above.
7. Click Add to add the new relationship and add another.
   
   Click Finish when you have added all relationships.
   
   Click Cancel to exit the workflow without saving changes.