Review a Marketing Application

Review Marketing Application

This feature allows you to distribute an application without changing the "Stage" on the Service Summary. It also allows you to print the application without a watermark.

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 in question 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 marketing submission detail directly from the Account Locate screen by selecting the Submission ID 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.
Click the word Policies in the view filter and select Marketed.

Click on the correct master marketing submission. Change the master marketing submissions that display in the list if necessary.
Use the search bar to display marketing submissions 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 marketing submissions.
Selecting multiple criteria performs an "and" search (for example, marketed policies Last Submitted date for 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:
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.

Select the appropriate carrier submission in the second list if applicable. Filter the carrier list if desired.

Do one of the following:

Click Actions > Review Application on the options bar.
Click Actions > Review Application on the menubar.
Right click the submission and select Review Application.

Click the appropriate radio button:

Master marketing submission
Carrier submission

Click Continue.

The Review Application window displays. The screen contains these tabs:

Detail
1. If you selected the Carrier submission radio button in step 6, the Company section is enabled.
2. Issuing Company and Premium Payable information defaults in.
3. Choose to print the ICO (issuing company) or PPE (premium payable entity).
4. Optionally enter an Underwriter in the field provided, or click the lookup button to choose an underwriter from the list.
5. Optionally enter the appropriate Office.
6. Make the correct Submit as selection:
  - Bound
  - Cancel
  - Change
  - Issue Policy
  - New
  - Quote
  - Renew
If you choose Bound in the Submit as dropdown box, 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 list if applicable.
2. Select a Scanned signature if applicable.
3. Enter the correct State producer license # and State if known.
Forms/Attachments
1. The forms and attachments to be printed with the submission are listed on this screen. Click a form group in the upper list to view the associated forms. Select/deselect the checkboxes to specify which forms should print.
  
  To print a form in a different language, click to highlight the form and make the appropriate selection in the Language dropdown menu. If no other language is available for the form, the Language list is not enabled.
  
  These forms print in the order in which they display in the list. To move an item up or down in the list, click the item and then click the up arrow or down arrow as necessary.
2. To add an attachment to the list, drag and drop the desired file to the Forms/Attachments tab or click the Add button to the left of the list.
  Make a selection in the Add Attachment window and then click Continue.
  - Email
    On the Attach Existing File window, click Browse.
    
    In the pop-up window that displays, click on the email that you would like to attach.
    
    If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not wish to add the email's attachment(s), deselect the checkbox.
    
    Click Finish.
    
    In the attach to window, select the Delete original after attaching checkbox if you want the email to be erased from your mail program.
    
    The email subject defaults in the Description field. Change this if desired.
    
    Click Finish or press [Enter].
  - Existing client document
    The available attachments for the client display in the list. Narrow the list of attachments if necessary.
    
    Use the search bar to display attachments 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 attachments.
    
    Click the Edit Filter button .
    
    The Edit Filter pop-up window displays. Click the Add button to add filters.
    
    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.
    
    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.
    
    Make a selection in the first dropdown menu.
    
    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 or folder name) 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.
    
    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.
    
    Click on the desired document in the list.
    
    Click Finish.
  - Existing file
    Enter the path of the file you would like to attach, or click Browse to browse to the correct document.
    
    The file name defaults into the Description field but can be changed if necessary.
    
    If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
    
    Click Finish or press [Enter].
3. The Native Format column indicates whether or not the file will be sent in its original format (rather than being sent as a PDF file). If enabled, click the Change Native Format link if you wish to change this selection. See DDO Email Configuration for more information on this feature.
Organization Contacts
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. From 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. Determine whether the license number for the Agency or Branch should be printed.
Distribution
1. To change the circumstances under which you are notified that the document has been sent, click the Change Notification link label, select the desired radio button, and then click Finish or press [Enter]. These are the notification options:
  - Notify if unsuccessful only
  - Notify if successful or unsuccessful
  - No notification
2. Select the checkbox next to each contact to whom to distribute the application.
3. Click on a contact in the list. To choose a different contact associated with the highlighted item, click the lookup button to the right of the Contact field and select the appropriate person in the pop-up window that displays.
4. In the Via field, choose the desired contact method:
  - Attach Without Distributing
    
    This option enables you to add the file to the client’s Attachments list without having to distribute it. You may wish to select this option if you intend to use the Send to eSignature action to request an electronic signature on the document.
  - Email
    In the Email/Fax Details frame, select the sender’s email address from the From dropdown, or click the Change Sender link label.
    
    If you click Change Sender, the Change Sender pop-up window displays.
    
    Select an email address from the dropdown.
    
    Click Finish or press [Enter] to accept the changes, or click Cancel to discard them.
    
    The highlighted contact’s email address populates the To field, but you can enter additional email addresses manually if necessary (separating them with semicolons) or click the To button to open the Contact Address Book.
    
    If necessary, enter Cc and Bcc email addresses fields (separating them with semicolons), or click the Cc or Bcc button to open the Contact Address Book.
    
    Enter a Subject for the email.
    
    Enter a Message to display in the body of the email. Use the formatting ribbon to format text and add images or links if necessary. Hover over each button to display its function in a tooltip.
    
    If necessary, select a Template to apply to the email. The Branding Profile and Email Signature associated to the selected template default, but you can change these dropdown selections is necessary. To restore the default Email Signature (or clear the signature if no default is set) click the Refresh link label.
    
    To preview the email, select Show message as the recipient will see it. If the selected Template includes merge variables, the variables populate in the preview so you can see the message as the recipient will.
    
    To send an email with the same Subject and/or Message to another recipient in a separate email, click the Apply To link label in the Email/Fax Detail header.
    
    Select/Deselect the Subject and Message checkbox(es) as needed.
    
    Select the checkbox for each recipient to which the email subject and/or message apply. To apply it to all listed recipients, click the Select All link.
    
    In the Delivery Options frame, choose to send the email Now, or Schedule to send it later. If you choose Schedule, enter a date and time for the email to send.
    
    Click the Preview button to display any attachments that will be included with the email.
  - Fax
    You are prompted: "A sender must be defined for the outgoing fax." Click OK.
    
    In the Change Sender pop-up window, enter a Name or select a Name from the dropdown menu. Enter the correct information in the remaining fields, and then click Finish or press [Enter].
    
    Enter the correct Fax number if it does not default into the field.
    
    Enter a Subject for the fax.
    
    Optionally enter a Message to print on the fax cover sheet.
    
    Select a fax Cover page.
    
    To change the Language of the selected Cover page, select it from the Language dropdown menu.
    
    Note: You must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
    
    If you want to see a preview of the fax cover page, click the Preview link label to the right of the field.
    
    If you want to change the name of the person who is sending the fax, click the Change Sender link label. In the window that displays, select a new Name, fill in the other pertinent fields, and click Finish or press [Enter].
    
    Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
    
    Click Finish.
  - Print
    
    Choose the desired Printer in the dropdown list, or click Change Printer to display the Print window.
  Note: If the insured is highlighted in the list, the preferred contact method for the account defaults into the Via field. For all other contacts, the default selection is Print.
5. Choose to create the attachment or send or print the file (depending on which Via option you selected above) Now, or Schedule it to be created, sent, or printed later. If you choose Schedule, enter a date and time for the file to be created, sent, or printed.
6. Repeat steps c, d, and e for each selected contact in the list.

Note: You must fill out the fields on the Distribution tab.

Click Preview if you wish to view the document before sending it.

Click Finish or press [Enter] to send the document without reviewing it first.

Click Cancel or press [Esc] to exit the workflow.