ACORD 27 Evidence of Property Insurance Page Preview Tab
The ACORD 27 Evidence of Property Insurance Page Preview tab displays the information that will appear on the EPI Template and any EPI forms issued from that template.
Use this page to review and, if necessary, change information on the EPI Template and any EPI forms associated with the template before printing.
Information that pre-fills to the top of this page comes from the Client Details page and the policy selected on the Evidence of Property Insurance Policies -- Policy Tab, as well as selections made on other tabs in the EPI wizard.
Links at the top of the page
Click any link at the top of the page to move quickly to a specific section of the page.
For example, click the PROPERTY INFORMATION link to move quickly to the Location/Description Lines section of the page.
Fields at the top of the page
APP. SEQ# -- This identification number is system-generated. You cannot change it.
Date -- The current system date defaults to this field for the issue date of the Evidence of Property form. You cannot change the date.
Options Section
EPI Description Code Lookup -- Use this Lookup field to add a code "on the fly" that pre-fills to the Remarks section of the EPI form.
If you enter a code and then remove it, the description text for that code remains in Remarks so that if you enter another code its description can be appended to the existing description. If you do not want the code description to remain, you should manually remove the text.
With the ability to select multiple codes, the actual code will no longer display in the Certificate of Description code field. Upon manual entry to selection of codes from the lookup, the description will pre-fill and the code field remains blank.
Number of Days Cancellation Notice -- The number of days notice that AOI receives in the event of cancellation of the policy.
If the number of days is not entered on the Additional/Other Interests Page for the AOI or Holder receiving the EPI form, you can enter it here so it pre-fills to this field on the EPI form.
If your agency uses Role Based Security and:
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you have No Access to the "No. of Days Cancellation Notice" field, the field is not displayed on the EPI Preview page. As a result, if a number of days was entered on the AOI page, that number always appears on the EPI form. You cannot change it because you cannot access the field.
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nothing was entered on the AOI for pre-fill to the field, there is no pre-fill to the "No. of Days Cancellation Notice" field on the EPI form.
If you have Full Access, you can change the number on the EPI Preview page.
If you have Display Only Access, you can view, but not change, the number entered in the "No. of Days Cancellation Notice" field.
No. of Days for Non-Payment -- The number of days that elapse before the policy is cancelled for non-payment.
If this number of days is not entered on the Additional/Other Interests Page for the AOI receiving the EPI form, you can enter it here so it pre-fills to the field on the EPI form.
If your agency uses Role Based Security and:
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you have No Access to the "NO. OF DAYS FOR non-payment" field, the field is not displayed on the EPI Preview page. As a result, if a number of days was entered on the AOI page, that number always appears on the EPI form. You cannot change it because you cannot access the field.
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nothing was entered on the AOI for pre-fill to the field, there is no pre-fill to the "No. of Days for Non-Payment" field on the EPI form.
If you have Full Access, you can change the number on the EPI Preview page.
If you have Display Only access, you can view, but not change, the number entered in the "No. of Days for Non-Payment" field.
Signature -- Use the Lookup at this field to select a signature that will pre-fill to all certificates created from this template.
Attachments Section
You can attach one or more PDF (Portable Document Format) files to the EPI 27 Template on this Preview page. When you issue the EPIs, the PDF file(s) is attached to the EPIs for all the AOIs attached to the template.
There is one field in the Attachment section.
Click the Search magnifying glass icon to select a PDF file, or multiple PDF files. The name(s) of the PDF(s) will populate the Attachments field.
The file is attached when an EPI is issued for the AOI or Holder.
Property Information Section
At the Template level, the Location section is blank.
Coverage Information Section
You can enter Coverages, Perils, and Forms in this section, along with Amount of Insurance and Deductible.
For the ACORD 27 Evidence of Property form, all Blanket Coverage information pre-fills to the Coverage Information section of the EPI Template Preview.
All Blanket Coverage Information from the EPI Template Preview pre-fills first to the Coverage Information section, and then to Location Specific Coverage. All overflow information pre-fills to the Coverage Information overflow page.
Remarks Section
The Description of Operations detail pre-fills to the Remarks Section of this form. This section may also include Miscellaneous Coverages and Additional Information.
Use the Certificate/Evidence of Property Other Lines Personalization Page to detail the LOB and Coverage code(s) that they want to pre-fill to this Remarks section of the form for Miscellaneous Coverages.
The Additional Coverages option on the Evidence of Property Insurance Policies -- Policy Tab must be set to allow this detail, as well as Additional Coverages, to pre-fill.
Additional Interest Section
The information you enter in the mandatory Template Description field on the Evidence of Property Insurance Policies -- Policy Tab defaults to this section of the EPI Template Preview.
Information for each AOI selected on the Additional/Other Interests Page -- AOI/Holders Tab defaults to each EPI Sub Preview page. This information includes the AOI Name and Address, along with check boxes indicating whether the AOI is a Mortgagee, Additional Interest, or Loss Payee. A blank check box and field are available if the EPI is someone other than one of the preceding three. There is also a Loan # field.
If you add or change an AOI, and add a semicolon (;) in the address line; a carriage return will be inserted when the information pre-fills to the form, just as it does on the Certificate of Insurance.
Global Fields and the Template
On the Template for “global” fields only, the program looks to the Policy-level Role-Based Security settings for:
- CERT No. Cancellation Days;
- EPI No. Cancellation Days;
- Cancellation Amendment;
- CERT No. Days for Non-payment; and
- EPI No. Days for Non-payment.
Options at the Top of this Page
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Save (ALT+S) |
Save the information on the EPI Template Preview page and on each individual EPI page. Clicking Save lets you preview each EPI individually before printing and make any changes needed. When you click Save on the EPI Template Preview page, the first EPI based on the EPI Template appears. When you have reviewed it and made any changes necessary, click Save. When the Print Options dialog box appears, select Acrobat to create a PDF (Portable Document Version) of that EPI. Once all EPIs have been created, the Basic Client or Policy Detail page is displayed. |
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Print All (ALT+A) |
Save and print all of the EPI forms at once, in single process in PDF format, based on the EPI Template. The Basic Client or Policy Detail page appears. You can print all of the certificates without having to preview the EPI forms individually. |
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Distribute All (ALT+B) |
Distribute each SubEPI according to the Preferred Distribution option (E-mail, Fax or Print) set on the Client Additional / Other Interests Page (client-level) or Additional/Other Interests Page (policy-level). The EPIs that are being printed will be displayed in a PDF document and each bookmark will display the name of the additional interest. This option is not available if the ASD Server has not been personalized. |
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OneDoc (ALT+O) |
Print one PDF document for all SubEPIs attached to the template and ignore the Preferred Distribution option set on the Client Additional / Other Interests Page (client-level) or Additional/Other Interests Page (policy-level). The PDF will display the AOI name in the bookmarks in Adobe. This option is available on all EPI Template Preview pages and SubEPI preview pages.
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Quit (ALT+D)
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Quit and lose all of your changes If you click Quit, the following message appears: Okay to lose changes? (click Cancel to return to editing) Do one of the following:
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Delete (ALT+D) |
Delete an EPI Template or EPI form created from the Template. If you click Delete, the following message appears: Are you sure you want to delete this record? If you click Delete on the EPI Template, the EPI Template is deleted, and the Client Details page appears. If you click Delete with an EPI form displayed, the EPI record is deleted, and the next EPI record is displayed for preview.
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Redistribute All (ALT+B) |
Redistribute subEPIs previously distributed and stored (Status = S) on the ASD Server according to the Preferred Distribution option ( This option is not displayed unless you select a Template EPI with a status of S from the Evidence of Property Selection Grid and click View.
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Redistribute (ALT+B)
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Distribute a sub EPI previously distributed and stored on the ASD Server according to the Preferred Distribution option (E-mail, Fax, or Print) set on the Client Additional / Other Interests Page(Client-level) or Additional/Other Interests Page(Policy-level). This option is not displayed unless you select a sub EPI with a status of S from the Evidence of Property Selection Grid and click View.
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