Evidence of Property Insurance

Create the Evidence of Property Insurance (EPI) in eForms Manager. If you have entered policy detail information, then AMS360 uses that data to create the EPI. However, you can enter information for the EPI if you have entered at least basic policy information.

 

The information you enter on the form in eForms Manager using the editing feature is saved with the form in eForms Manager. The data is not saved in the policy database and does not flow back to the policy data entry form.
  1. On the 360 Toolbox menu, click eForms.
  2. Search for and select a customer.
  3. In the eForms Manager, click EPI.
  1. Search for and select a customer.
  2. On the sidebar men click eForms > New: EPI.

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.

Use the following procedure to create an Evidence of Property Insurance (EPI) with information from a policy:

  1. From eForms Manager select the policy and transaction date that includes the information you want to use to create the EPI. Click Refresh if necessary. From the menu, select eForms > Evidence of Property > New. The Evidence of Property data entry form appears.
  2. From the Form list, select the version of the form you want to create.
  3. From the Available Line(s) of Business, select the line(s) of business to include on the form and then click Load Risks.
  4. The Risk Information from the selected lines of business appear in the grid. To include information for a risk on the form, select it from the grid by marking the Select check box.
  5. To add a note that appears on the form, write the note in the Note/Message box, and check the Print Note with form check box.
  6. When you have finished making your selections click Holder Detail. The Add/Edit EPI Holders form appears in place of the Evidence of Property data entry form.
  7. Enter the Holders for whom the form is to be printed. For more information see Add/Edit EPI Holders.
  8. When you have finished entering holders, click Create/Refresh Forms. The Evidence of Property Insurance form appears in the viewing pane for editing.
  9. To make changes to the EPI, click the Edit icon on the toolbar or from the menu, select File > Edit.

    The data you type on the form is saved with the form in eForms Manager. It is not saved in the policy database and does not flow back to the Policy data entry form.
  10. When your changes are complete, click the Save icon on the toolbar or from the menu, select File > Save. The new EPI appears in the Customer/Policy Transaction/Form Tree.

Use the following procedure to create an Evidence of Property Insurance (EPI) without detail information from a policy:

  1. From the eForms Manager, select the policy and transaction date for which you want to create the EPI. From the menu click eForms > Evidence of Property > New. The Evidence of Property data entry form appears.
  2. From the Form list, select the version of the form you want to create.
  3. Do not make a selection from the Available Line(s) of Business.
  4. To add a note that appears on the form, write the note in the Note/Message box, and select the Print Note with form check box.
  5. When you have finished making your selections click Holder Detail. The Add/Edit EPI Holders form appears in place of the Evidence of Property data entry form.
  6. Enter the Holders for whom the form is to be printed. For more information see Add/Edit EPI Holders.
  7. When you have finished entering holders, click Create/Refresh Forms. The Evidence of Property Insurance form appears in the view pane for editing.
  8. To enter information on the EPI click the Edit icon on the toolbar or from the menu, select File > Edit. The EPI appears with shading in the areas where you can enter information.

    The data you type on the form is saved with the form in eForms Manager. The data is not saved in the policy database and does not flow back to the policy data entry form.
  9. When you have finished entering information on the form, click the Save icon on the toolbar or from the menu, select File > Save. The new EPI appears in the Customer/Policy Transaction/Form Tree.

You can copy an EPI form at any time by doing the following:

  1. In eForms ManagerCustomer/Policy Transaction/Form Tree, select the Master EPI form or the EPI for the specific holder that you want to copy.
  2. From the menu, select eForms > Evidence of Property > Copy.
  3. Type in a new Description, if needed.
  4. Click Create on the Copy Evidence of Property section menu. This creates a new Master EPI.

AMS360 performs the following functions automatically for you:

  • All information, including notes and holders, are copied to a new EPI.
  • A new number is assigned to the new copy of the EPI.
  • The copy appears for editing so that you can update information as needed.
  • No changes are made to the original EPI and there is no link between the two forms.
Field/Selection What is this?

Form Selection
Field What is this?

Form

Select the EPI form you want to create. Typically, the current and previous versions of the form are available.

The following forms are available:

  • Evidence of Property Insurance (ACORD 27) (Default selection)
  • Evidence of Commercial Property Insurance (ACORD 28)
 

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

Description

Enter a description that uniquely identifies this EPI from others.

Select from Available Line(s) of Business, then Click Load Risks

The lines of business from the selected policy transaction. If it is a package, then all lines appear.

From the list, select the line(s) of business that contain the risks you want to display in the Risk Information grid. You can use the Ctrl and Shift keys to multi-select. When you have made your selections click Load Risks.

Load Risks

Click Load Risks to search the selected lines of business and display the available risks in the Risk Information grid.

Risk Information

The risks found in the selected lines of business. Choose one or more to appear on the EPI by checking the Select box next to the risk. The following risk information can appear in the grid:

Data entry form used in policy data entry Risk Information presented

Property, Homeowners, Dwelling Fire, Garage & Dealers, Crime

Locations/Subjects of Insurance

Private Passenger Auto, Business Auto, Garage & Dealers

Vehicles

Homeowners, Watercraft

Units

Homeowners, Scheduled Personal Property, Commercial Inland Marine

Items

Show to Insured

Mark this box to make the form appear in Insurlink or Service 24/7 if the client is set up for it.

For more information about Insurlink see Insurlink Agency Setup.

Holder Detail

Click this link after you have made your selections for the EPI, and when you're ready to create the form and add holders. See Add/Edit EPI Holders for more information.

If you select multiple risks, they all appear on the EPI for each holder you select.

Copy Holder Detail

Click this link after you have made your selections, and when you're ready to create the form and copy holders from another EPI under the same customer name.

The link launches the Copy Holder Detail form.

Note/Message
Group/Field What is this?

Print note with form

Choose this option if you want the note to print on an overflow page with the form.

Message text

Enter the message that you want to include with the form.

Signature to use
Field What is this?

Select from List

From the list, choose the electronic employee signature to include on the certificate.

This list includes all employees who are licensed and have signatures attached.

Remove signatures for inactive employees from the Signatures list through Employee Setup.

When creating the form, Signature bitmaps only appear for users who have authorization to use that signature.

Once the form is created the signature will appear for all users, authorized or not.

 

When preparing the signature in Paint or another editor, use the maximum height of 37 pixels and width of 377 pixels to avoid having the signature resize and possibly distort when added to certificates using the new Viewer.

Manual

Enter an employee name; it will appear on the EPI in lieu of a signature.
 

If you accessed the Evidence of Property Insurance in eForms Manager as an update to an existing EPI, then you must update Signature to Use using the same option as the original selection. The other option is disabled.

What's Next?

Do you need more information on printing or emailing the EPI? See ACORD Form Viewer Print Options or ACORD Form Viewer Email Options.