ACORD 28 Evidence of Commercial Property Insurance Page -- Preview Tab
The ACORD 28 Evidence of Commercial Property Insurance Preview tab displays the information that will appear on the EPI Template and any EPI forms issued from that template.
Use this tab 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 pre-fills from 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, you might click the Coverage Information link to move quickly to the Coverage 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.
The remaining fields at the top of the page, such as producer and company, pre-fill from the policy.
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 the 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 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 or Holder 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 or Holder for pre-fill to the field, there is no pre-fill to the No. of 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:
- 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.
- 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.
Signature -- Use the Lookup at this field to select a signature that will pre-fill to all Evidence of Property forms 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.
Location/Description Lines Section
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At the Template level, the Location section is blank.
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The AOIs pre-fill with the linked locations.
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Based on the code entered (Building or Business Personal Property code on the Location Specific Coverage page in the Subject of Insurance field) will determine if the box is checked for Building or Business Personal Property. If there is a code for both a Building and Personal Property then the program will use the first code listed in the line item set for pre-fill to check the appropriate box for that section of the form.
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A Subject of Insurance code of “B” (Building) or “PP” (Personal Property) will check off the appropriate box. A code of “BLDPP” (Building & Personal Property) will check off both boxes. |
Coverage Information Section
- On the EPI Sub Preview, if there is no Blanket Coverage, Location-specific detail pre-fills to this section. Any additional information flows to the Remarks section.
- Based on whether you used the Business Income or Rental Value code in the Subject of Insurance field on the Location Specific Coverage page will determine if the box is checked for Business Income or Rental Value. A Business Income or Rental Value code entered in the Extension, Exclusion & Option or Time Element sections will pre-fill to the Remarks section of the form.
- Commercial Property Policy Level Coverages pre-fill to the Remarks section of the form and do not check off the associated boxes in the Property Information section for Building and Business Personal Property or in the Coverage Information section for Business Income or Rental Value.
Remarks -- Including Special Conditions Section
Description of Operations detail pre-fills to the Remarks Section of this form after any standard Sagitta information pre-fills.
Commercial Property Policy Level Coverage detail from the Commercial Property Policy-level Coverage Page pre-fills to the Remarks section of the EPI Template Preview.
You can add to the Description of Operations "on the fly" on the Preview pages.
All Blanket Coverage information from the Commercial Property Blanket page flows to the Remarks section on the Template.
If there is Blanket Coverage from the Template on the EPI Sub Preview, then all Blanket Coverage information pre-fills to Remarks, followed by Location-specific information. There is nothing in the Coverage Information section above.
If there is no Blanket Coverage, then the Location-specific detail pre-fills to the Coverage Information section at the top of the form, and any additional detail flows to the Remarks section of the form.
You can add to the Description of Operations "on the fly" on the Preview pages.
Note Blanket Coverage for the Template refers to coverage information from the Commercial Property Blanket page. It does not include:
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Detailed Rating information from the Commercial Property Blanket page or
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coverages from the Commercial Property Coverages page that might be attached to the blanket.
Blanket coverages are included on the Template because the blanket is attached to multiple locations. If you make any changes to the Template, you won’t have to make those changes to each EPI that has a location attached to a blanket.
Note You can enter up to 108 characters. Enter the letters in upper and lower case letters, rather than all UPPER CASE letters so that the lines entered will wrap properly on the form.
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. Appropriate AOI information pre-fills to all EPI forms based on the Template you create.
Global Fields and the Template
On the Template for “global” fields only, the EPI 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 Acord 27 Evidence of Property or Acord 28 Evidence of Commercial Property grids display. |
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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 EPI forms 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
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OneDoc |
print one PDF document for all SubEPIs attached to the template and ignore the Preferred Distribution option set on theClient Additional / Other Interests Page(Client-level)orAdditional/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 (E-mail, Fax, or Print) set on theClient Additional / Other Interests Page(Client-level) orAdditional/Other Interests Page(Policy-level). 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 subEPI previously distributed and stored on the ASD Server according to the Preferred Distribution option (E-mail, Fax, or Print) set on theClient Additional / Other Interests Page(Client-level)orAdditional/Other Interests Page(Policy-level). This option is not displayed unless you select a subEPI with a status of S from the Evidence of Property Selection Grid and click View.
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