Add or Edit EPI Holders

When you create a master Evidence of Property Insurance (EPI), use the Add/Edit EPI Holders data entry form to add a new holder, edit an existing holder, or delete a holder.

Entering a new EPI:

  1. From the Customer Center, open the appropriate customer record.
  2. In the Policy view,select a policy and effective date.
  3. On the sidebar menu click eForms > New: EPI.
  4. Enter the appropriate EPI information.
  5. When ready to add holder information, click Holder Detail.

Editing an EPI:

  1. In the Customer Center, open the appropriate customer record.
  2. On the Views menu, click EPI.
  3. Select the appropriate EPI.
  4. In the Customer/Policy Transaction/Form Tree, right-click the EPI form number and then click Add/Edit Holder.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

  1. The Evidence of Property # field for EPIs contains the EPI number.
  2. If you want to copy holders from another EPI, click Copy Holders. The Copy Holder Detail selections form opens. Use this form to select from among all holders entered on this customer's policies.
  3. If you want to add a new holder to the EPI, click New on the section menu.
  4. Enter the number of days written notice is required before the EPI can be cancelled for this holder.
  5. Select the appropriate holder Name Selection option to populate the Name Filter list.
  6. If the name you want to add is available on the Name Filter list, you can select it and click the Refresh icon in the toolbar. Data entered for this holder on the customer/policy pre-fills the fields that follow.
  7. Select the holder Type for EPI holders.
  8. If this field is not filled, enter the holder Name to add to the EPI. Add the contact information.
  9. Enter the Loan # for the EPI holder.
  10. If appropriate, type in a Note/Message for this holder and select the Print note with form option if you want the note to print on an overflow page with the form.
  11. Click Add on the section menu when finished adding the holder.
  12. Click Create/Refresh Forms to add the holder to the Customer/Policy Transaction/Form Tree, and to the EPI.
  1. The Evidence of Property # field contains the EPI number.
  2. Select the holder in the grid you want to edit and click Edit on the section menu.
  3. Make the changes to the holder as needed. See the Add/Edit EPI Holders Selections section in this topic for specific field information.
  4. When you are finished editing the holder's information, click Update on the section menu. The holder appears in the grid.
  5. To edit another holder, select the holder from the grid and click Edit. Repeat steps 3 and 4.
  6. After you have finished editing holders, click Create/Refresh Forms. The updated holders appear in the Customer/Policy Transaction/Form Tree and on the EPI.
  1. From the Customer Center with the appropriate policy selected, click eForms > Launch eForms Manager from the sidebar menu. This opens the Customer/Policy Transaction/Form Tree for the selected customer and policy.
  2. Right-click the appropriate EPI holder you want to delete, and click Delete from the right-click menu.
  1. From the Add/Edit EPI Holder form, select the holder you want to delete from the grid.
  2. Click Delete on the section menu.
  3. Click Create/Refresh Forms.

The following fields and selections appear on the Add/Edit EPI Holders data entry form.

Field/SelectionWhat is this?

Evidence of Property #

Display Only.

The number of the EPI for which you are adding, editing, or deleting a holder.

Copy Holders

Click this button to open the Copy Holder Detail selections form. Use the form to select from among all holders entered on this customer's policies.

(Grid of Holders)

This grid lists all the holders for the selected EPI.

Name Selection

 

Use to determine the category of names that display in the Name list.

Name SelectionWhat names appear?

Certificate Holder Master List

Names entered in Additional Interest Setup as Master Certificate Holders. These names normally include municipalities, counties, states and others used on certificates for multiple customers.

Additional Named Insureds

Named Insureds and Co-Insureds entered on the policy data entry form for which this certificate or EPI is based.

Policy Additional Interests

Commercial Additional Interest names entered in the Additional Interest section of the Policy data entry form on which this certificate or EPI is based.

Setup Additional Interests

Names entered in Additional Interest Setup as Additional Interests. These names normally include mortgage companies, banks, and others typically used on policies for multiple customers.

Written Notice

FieldWhat is this?

# of Days

Enter the number of days that written notice is required before this EPI can be canceled for the holder.

Name Filter

The names available in this list depend on the Name Selection option.

Once you have selected a name, click the Refresh icon in the toolbar. Contact information for this holder, as entered on the customer policy, pre-fills to the following fields.

  • Name
  • Contact
  • Address
  • Email
  • Fax/Extension

Type

Select the holder Type to further filter the Name list for EPI holders.

Name

Select or enter the holder Name to add to the EPI. If the holder is fully setup, the following information fills. Otherwise, enter this information for the holder

  • Contacts
  • Address, City, State and Zip
  • Email Address
  • Fax/Extension

The names that appear in the list are based on the Name Selection and Type, if applicable.

Contact

Enter or verify the Contact information.

This information is added to Contacts.

Address
City
State
Zip
Email
Fax/Ext

Enter or verify the information pulled to these fields.

Loan #

Enter the Loan # for the holder, only if you are adding an EPI holder.

This field is hidden for certificate holders.

Lender Servicing Agent Name and Address

The ACORD 28 includes the Lender Servicing Agent Name and Address section, where the ACORD 27 does not.

To create an ACORD 28, cancel the current data entry form (ACORD 27) and select to create a new EPI and choose the ACORD 28 from the Form Selection list.

Notes/Messages

If appropriate, type in a Note/Message for this holder and select the Print note with form option if you want the note to print on an overflow page with the form.

Create Forms

Use after adding or updating holders. Clicking this button adds or changes holders in the Customer/Policy Transaction/Form Tree and adds the changes to the form.

Cancel

Use to cancel the action of adding or editing holders to the Evidence of Property Insurance form and the Customer/Policy Transaction/Form Tree.

Canceling closes the Add/Edit EPI Holders form and returns focus to the Transaction Form Tree.

What's Next?

Do you need more information on printing or emailing the forms? See eForms Manager Print Options or eForms Manager Email Options.