Issue a Binder

Locate the client in question and access the Proofs of Insurance area.
1. To access Accounts from the Home screen, do one of the following:
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.
Click Binders under Proofs of Insurance on the navigation panel.

Note: You can access binders from the Policies area by clicking Access > Proofs > Binders > Open Binders or Closed Binders on the options bar or menubar.
A list of binders for the selected customer displays. Change the binders that display in the list if necessary.
Use the search bar to display binders 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 binders.
Selecting multiple criteria performs an "and" search (for example, binders with an effective date range with 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.

Click the binder you wish to issue.

Do one of the following:

Click Actions > Issue Binder on the options bar.
Click Actions > Issue Binder on the menubar.
Right click the highlighted binder and select Issue Binder.

The screen contains three tabs:

Forms
1. Select/Deselect the Print binder conditions page checkbox as needed.
2. Select the Automatically include supplemental forms and overflows checkbox if desired.
3. The Forms tab lists the applications that are associated with this submission.
  
  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.
  
  The 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.
  
  To add a form that is not listed, click the Add button , select the checkbox next to the desired form(s) in the pop-up window that displays, and click Finish or press [Enter].
  
  Note: Click Cancel to close the Available Forms window without adding any more forms.
  
  To remove a form from the list of forms to be submitted, select the appropriate item in the list and click the Delete button or press [Delete] on your keyboard.
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. From the Name field, select the name of the agency, branch, or department.
2. To change the Address, click the magnifying glass 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 Organization Contact Configuration 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.
Additional Interest Distribution
1. Optionally set the distribution order . This allows you to specify the order in which the additional interests will print, and it also allows you to save a PDF copy of the binder to a specified location on your local drive. See Binder Configuration for instructions on specifying this location.
  1. Click the Set Distribution Order link label.
  2. Select the appropriate radio button:
    
    Additional Interest Name
    
    Named Insured, Additional Interest Name
    
    Named Insured, Additional Interest State, Additional Interest Name
    
    Named Insured, Insured City, Additional Interest Name
    
    Client Output Category, Additional Interest Name
    
    Custom Sort
  3. If you choose Custom Sort, select a 1st Sort Order, and optionally choose a 2nd Sort Order and 3rd Sort Order.
  4. If your system is configured to save a PDF copy of the binder to a specified location on your local drive, the default destination folder displays in the field. Click the Browse button if you would like to specify a different folder for the PDF output. Select the Save local copies of binder PDFs checkbox if you wish to save a PDF copy of the file.
  5. If these options are available to you, optionally select the Group binders by number of pages and/or Print separator page checkbox.
  6. Click Preview to preview the order in which the holders will print.
  7. Click Finish to return to the Issue Certificate screen.
2. To change the circumstances under which you are notified that the binder has been issued, click the Change Notification Settings 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
3. Select the columns you wish to view in the distribution list if desired.
  1. Click the Select Columns link label.
  2. Select the checkbox for each column you wish to display.
  3. Click Finish or press [Enter].
4. Click on the selected additional interest in the list. The Additional Interest name defaults but can be changed if necessary.
5. To choose a contact to whom to send the binder, click the lookup button to the right of the Contact field and select the appropriate person in the pop-up window that displays.
6. In the Via field, choose the desired contact method:
  - 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
    Pick the correct Printer in the dropdown list, or click Change Printer Settings to display the Print window.
    
    Choose to print the file Now or Schedule it to be s sent later. If you choose Schedule, enter a date and time for the file to be sent.
7. Optionally select a Scanned Signature.
8. Repeat steps d through g for each selected additional interest.

Note: You must fill out the Distribution tab.

Click Finish or press [Enter] to complete the process.

Note: If the number of pages to be printed meets or exceeds 1000, Applied Epic prompts you to save the PDF file locally; from there it can be printed more efficiently.

Click Cancel or press [Esc] to exit the workflow without submitting an application.