Print an Application

To learn more about this capability, click the Launch video button.

When new editions of existing ACORD forms are implemented, the version that displays on your Applied Epic screen is the most recent edition. The system can display only one version at a time. However, policies written with older versions of the same form still print the edition used at the time of issuance. Upon renewal of the policy, the new/most recent edition of the ACORD form prints.

A "House Copy" watermark will print on the application, schedules, overflows, etc. To print these items without a watermark, follow the instructions in the Review an Application document.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

Locate the account and access the Policies area.
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.
1. In the Locate account dropdown menu, select Client.
2. Select a Locate by option from the dropdown menu.
  
  You can access policy detail directly from the Account Locate screen by selecting the Line ID, Policy #, or Vehicle Registration Number option and double clicking on an item in your search results.
3. Select the suitable checkbox or checkboxes to the right:
  - Insureds
  - Prospects
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, 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).
5. 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.
6. Highlight the desired item in the Results list.
7. Click Policies on the navigation panel or Areas > Policies on the menubar.
  
  Note: You can access policies from the Account Detail screen in the same manner.
A list of policies for the selected client displays. Change the policies that display in the list if necessary.
1. Click the word Policies in the view filter.
A list of choices displays:
1. - All Except Marketed
  - Current/Renewed
    
    Note: Lapsed and cancelled policies display here for the number of days beyond their expiration or cancellation dates defined in System Settings.
  - Expired/History
  - Marketed
  - Marketed (History)
1. Click on the appropriate selection.
  
  Use the search bar to display policies 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 policies.
  Selecting multiple criteria performs an "and" search (for example, policies with a specific Type of Business and a specific Policy Effective date). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, policies with either of two Types of Business). You can make up to eight selections for the Type of Business criterion and up to 10 for the Line Type criterion.
  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:
  1. 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 save your currently applied filters as a default for the selected client or all clients, create Filter Defaults. Filter defaults are unavailable for the Marketed and Marketed (History) lists and for Policies lists opened from the Access menu (as Access > Policies already provides a filtered view).

Your filter defaults are unique to your user code and will not affect other users’ saved defaults.
You can change the columns that display in the list if necessary.
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 move a column up or down in the list, click the column, and then click the up arrow or down arrow to change the order.
4. Click OK or press [Enter] to save your changes.
  
  Click Cancel to close the window without saving your changes.

Note: Click the Sort Descending link to sort the policies by date starting with the most recent.

Click on the policy in the list.

Note: Monoline and package policies are in bold. Lines of business included in package policies are not bolded; they are indented and listed below the package policies to which they belong.

To view in-process and suspended workflows for the selected line, click the In Process/Suspended Workflows link. Clicking Suspend History shows all suspensions for the selected workflow. Clicking a suspension shows its Comments. Click Close to return to the myEpic - Workflows window. Click the Close button to close the myEpic - Associated Workflows window.
To see the servicing contacts for a specific line of business, click on the line in the list. In the Line Detail area, click the Servicing Contacts link.

Do one of the following:

Click Print > Application on the options bar.
Click File > Print > Application on the menubar.

The Print Application window contains the following tabs:

Detail
1. The Issuing company and Premium payable entity associated with the selected policy default.
2. Choose to print the ICO (issuing company) or PPE (premium payable entity).
3. Optionally enter an Underwriter or click the lookup button to choose an underwriter from the list.
4. Optionally enter the appropriate Office.
5. Make the correct Submit as selection:
  - Bound
  - Cancel
  - Change
  - Issue Policy
  - New
  - Quote
  - Renew
If you choose Bound in the Submit as dropdown menu, enter an Effective date and Expiration date, or click the down arrow to the right of each field to choose a date from the dropdown calendar. Enter the correct Time, or select the 12:01 or Noon radio button.
1. Select a producer Code from the dropdown menu if applicable.
2. Enter the State producer license # and State if known.
3. The Printer defaults but can be changed if necessary. Click Change Printer Settings to display the Windows Print pop-up.
Forms/Attachments
The Forms/Attachments tab lists all additional forms and attachments included with the application. These items print with the application.

Click a group in the upper list to view its associated forms and attachments.

You can add attachments to the application if necessary.
1. Click the Add button .
2. In the Add Attachment pop-up window, click the desired radio button and then click Continue.
If you do not want to include a certain form or attachment with the submission, deselect the checkbox beside the item you do not want to send.

To print a form in a different language, click to highlight the form and select the Language in the dropdown menu. If no other language is available for the form, the Language menu is not enabled.

To specify the order in which the items print, click on an item in the lower list and click the up arrow or down arrow to change its position in the list.
Organization Contact
The Organization Contact tab displays the contact information for your organization that will be used when processing this action. The information on this tab defaults based on the settings established for this structure/workflow combination in Workflow Defaults Configuration, but you can override it if necessary.
1. In the Name field, select the name of the agency, branch, or department.
2. To change the Address, click the lookup button . The Select Address screen displays, showing all addresses associated to the agency, branch, or department. Select the appropriate address and click Finish.
  
  Note: If the address that should be used for this workflow does not display, check the Organization Contacts area to ensure that the address has been entered and associated to the correct structures.
3. Revise the Phone, Fax, and Email fields as necessary. You can click the email icon to launch a new email message from this screen.
4. In the License frame, select Print license # if applicable. Specify whether the license number for the Agency or Branch should be printed.

If you wish to preview the application before printing, click Preview.

The Print Preview screen displays.

If you are sure you want to print the application, click Finish or press [Enter].