EPI

Applies to:  Customer Center

The EPI view is the starting point for managing Evidence of Property Insurance (EPIs) forms issued for customers.

In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > EPI.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key fields

Reference #

Click the reference number to open the EForms Manager with the selected EPI displayed in viewer.

Interest

The interests for which the EPI is created. Click the name to open the EPI for that interest.

For master binders, this field is blank.

For master-with-interest binders the interest's name is shown on the Additional Interests rows.

Description

The policy transaction type.

Description

For a master record, the description of operations is displayed.

For an Additional Interest record, the EPI holder description is shown.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Click New EPI in the toolbar to open the EForms Manager. When you create a new EPI from the EPI view, you are prompted to first select the policy number and effective date.

Make your selections and click Refresh (in the toolbar) if necessary. From the eForms menu click EPI > New to open the EPI Selection form.  More...

Click the EPI reference number to open the master EPI in the EForms Manager. use the EForms Manager toolbar buttons to perform additional transactions.

  • Copy an Evidence of Property Insurance More...
  • Add, edit, or delete EPI holders  More...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.