Agency Defined Categories Configuration

Agency Defined Categories Configuration allows you to create categories to apply to account detail or to particular lines of business. You can then run reports to pull up lists of accounts or policies in a specific agency-defined category. For example, you might add an Eligible for Paid Vacation category, apply it to the eligible employees, and run a report to list all employees who are eligible for paid vacation time. You can also use agency-defined categories for targeted marketing by creating categories of clients such as Auto Dealer or Contractor.

Apply account-level agency-defined categories at the account level on the Categories/History tab of account detail. Apply line-level agency-defined categories on the Servicing/Billing > Line > Categories/History tab of a policy.

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.

Follow the steps below to add an agency-defined category to the system.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Account on the navigation panel or Areas > Account on the menubar.

Click Agency Defined Categories on the navigation panel.

Click Agency Defined Category in the view filter and make a selection:

Client
Broker
Line of business
Company
Employee
Finance Company
Other Interest
Vendor
Not Defined

A list of agency-defined categories for the selected item displays. Change the categories that display in the list if necessary.

You can do the following from here:

Add an Agency-Defined Category
1. Do one of the following:
  - Click the Add button to the left of the list.
  - Click New > Agency Defined Category on the options bar.
  - Click File > New > Agency Defined Category on the menubar.
  - Press [Insert] on your keyboard.
2. Enter the new category name in the Category field on the right.
3. Select the checkbox for each entity type to which this classification can apply:
  - Broker
  - Client
  - Company
  - Employee
  - Finance Company
  - Line of Business
  - Opportunity
  - Other Interest
  - Vendor
4. When you choose an agency-defined category from a field in Applied Epic, you can choose an option that applies to the category. If you have an A/R Timely Payment Rating category, for example, you might want the options Payment Never Late, Payment Normally Late, and Payment Sometimes Late.
  
  If you would like to add an option to this agency defined category, click the Add button to the left of the Option list. In the Agency Defined Options pop-up window, enter the Option. Click Add to add another option. Click Finish to close the window. Click Cancel to close the window without saving the option.
  
  To edit an agency defined option, click on the option and then click the Edit button . In the Agency Defined Options pop-up window, make the desired change in the Options field and click Finish.
  
  To delete an agency defined option, click on the option and then click the Delete button . You are prompted, "Do you wish to delete this record?" Click Yes.
5. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
Edit an Agency-Defined Category
1. Click to highlight the agency-defined category in the list and then do one of the following:
  - Click the Edit button to the left of the list.
  - Click File > Open on the menubar.
  - Double click the category.
  - Press [Enter].
2. Update the category name in the Category field on the right if applicable.
3. Select the checkbox for each entity type to which this classification can apply:
  - Broker
  - Client
  - Company
  - Employee
  - Finance Company
  - Line of Business
  - Opportunity
  - Other Interest
  - Vendor
4. When you choose an agency-defined category from a field in Applied Epic, you can choose an option that applies to the category. If you have an A/R Timely Payment Rating category, for example, you might want the options Payment Never Late, Payment Normally Late, and Payment Sometimes Late.
  - Add an Option
    Click the Add button to the left of the Option list.
    
    In the Agency Defined Options pop-up window, enter the Option.
    
    If the category is Broker, Line, or Company, select the Delete from line on renewal checkbox if applicable.
    
    Select the Active or Inactive radio button.
    
    Click Add to add another option.
    
    Click Finish to close the window.
    
    Click Cancel to close the window without saving the option.
  - Edit an Option
    Click on the option and then click the Edit button .
    
    In the Agency Defined Options pop-up window, make the desired change in the Options field.
    
    If the category is Broker, Line, or Company, select the Delete from line on renewal checkbox if applicable.
    
    Select the Active or Inactive radio button.
    
    Click Finish.
  - Delete an Option
    Click on the option.
    
    Click the Delete button .
    
    You are prompted, "Do you wish to delete this record?" Click Yes.
5. Click Finish or press [Enter] to complete the record.
Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
Activate/Inactivate an Agency-Defined Category
1. Click the entry in the list.
2. Do one of the following:
  - Click Actions > Inactivate/Reactivate on the options bar.
  - Click Actions > Inactivate/Reactivate on the menubar.
3. You are prompted to confirm the action. Click Yes.
4. You are prompted, "Changes will not affect existing category or option codes." Click OK.
Print the List of Agency-Defined Categories
1. To print the list of agency-defined categories, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print> Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. Print this list as you would any other document.