EPI Wizard -- Overview
The Evidence of Property Insurance (EPI) is a statement of insurance coverage. It summarizes policy coverages and conveys to the holder all the rights that go with the policy, including Notice of Cancellation. In many cases, you can send the
Use the EPI Wizard to create and issue the ACORD 27 Evidence of Property Insurance form or the ACORD 28 Evidence of Commercial Property Insurance form as proof an insured's policy is in force.
This wizard is an interactive utility that guides you through the EPI creation process using a series of sequential tabs. These five tabs provide the framework you need to create
To ensure that as much information as possible flows to EPI forms, enter as much detail as possible on the five tabs.
How to access this wizard
- Look up and load the client. The Client Details page appears.
- From the Client Primary Navigation, select Forms > ACORD 27 Evidence of Property or ACORD 28 Commercial Evidence of Property.
- Click Add to launch the EPI wizard. The Evidence of Property Selections page appears. The Policies tab is highlighted.
Personalization
You can use the Certificate of Insurance/Evidence of Property Personalization page, the Role Based Security page, or a combination of the options on both to control staff access to EPI forms.
The options available on the Certificate of Insurance/Evidence of Property Personalization page affect how you can create EPI forms using the EPI wizard.
These options affect:
- Whether applications, binders, and cancelled or expired policies are displayed on the Policies tab of the EPI Wizard; and
- Supplemental Names, and how and where they are used;
- Whether only active Additional Interests appear on the AOI tab;
- Whether Condo Owners are included on the Evidence of Property Insurance form; and
- Which information is included in the Remarks/Special Conditions on Evidence of Property forms.
The selections that you make here can simplify your EPI creation process.
You can also use Role-Based Security to control access to EPIs. Role Based Security Maintenance determines which staff members or staff members assigned to roles can view options that are not displayed to other staff members. For more information, see Role Based Security Page.
On this page, there are options at the client level and the policy level to control the:
- "No. Cancellation Days" option on the on the AOI; and
- "No. Days for Non-Payment" on the AOI for EPIs.
EPI functions
You can create a new EPI for any additional/other interest (
You can reprint and delete existing EPIs.
You can print two types of EPI schedules. The Schedule of Evidence of Property lists all the EPIs that have been issued on a policy. The Schedule of Evidence of Property Holders lists the AOIs associated with a particular EPI.
Sagitta Supports Two Evidence of Property Insurance Forms
Sagitta currently supports the following two Evidence of Property forms:
- ACORD 27 Evidence of Property Insurance (versions 1993/03 and the 2006/07) -- This form can be used for both Commercial and Personal Property Lines of Business.
- ACORD
28 Evidence of Commercial Property Insurance (versions 2003/10
and the 2006/07) -- This form is for Commercial Property only
and is used for Commercial Lines Property Insurance, as a coverage
statement for mortgages, additional insureds, and loss payees who
provide mortgages or Loans on real property insured under a Commercial
Lines policy. This form is available from the Sagitta Forms menu.
Based on personalization settings, Coverage and/or Schedule information for Commercial Property, Installation/Builders Risk, Equipment, Commercial Auto Vehicles and Garage & Dealers appears on the ACORD 28 form.
The Evidence of Property form (ACORD 27 and ACORD 28) listed in the first line of the Printed Forms Maintenance page. is the default selection when you create EPIs. You can select any other form version listed in the record on the Form Version drop down in the Other section of the Policies tab of the EPI Wizard.
If the "ALWAYS USE THE MOST CURRENT ACORD FORM VERSION?" option is checked off on the Sagitta Browser Options page only the form version listed in the first line of the Printed Forms Maintenance page is available and the Form Version drop down will not display on the Policies tab. After you select the version of the form or use the default, that template, as well as any other EPI attached to that template, is created for using that version of the form.
About the tabs on this wizard
Each tab on this page represents a step in the EPI creation process. Tabs are displayed on the page in the order in which they should be selected to add
What the tab colors mean
The tab you are working on has black text and orange background, as follows:
Tabs that are not currently in use have black text with a gray background, as follows:
How information is saved on tabs
Information entered on a tab is automatically saved when you select a different tab. You do not receive "Save" prompts when you move from one tab to another.
If you make changes on the EPI Preview page and then select another prompt, changes made on the Preview will not be saved.
You can return to a tab to change information
You can return to a tab that you accessed before to change previously selected information. For example, if you were working on the Additional Interests / Holders page, and realized you selected an incorrect group code, you could return to the Group Codes tab to correct it.
You can move back and forth among the tabs to add EPI detail. Each time you complete a tab and move to the next one, information on the tab is saved.
Message displayed when a policy is removed
If you return to the Policies tab, delete a previously-selected policy or policies that you do not want to include on the Evidence of Property Insurance form, and then click a button or tab to go elsewhere, the following message may appear:
Based upon your changes, some AOIs/Holders previously selected may be removed. Continue? Yes/No.
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If you click Yes, the changes are made, and you continue to the Additional Interests Group Code Selections page or the Additional Other Interests page.
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If you click No, the changes made on the Policies tab are lost.
If you add a new policy, select Group Codes, AOI/Holders, and/or Supplemental Names, in tab sequential order.
If you have not selected AOIs, you do not receive the message shown above.
Navigation Buttons
Navigation buttons appear at the bottom of each page. Unlike the other tabs, the first page does not have a Back button.
There is no Save prompt. Information is saved when you move from one tab to another.
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Click |
To |
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Cancel |
Leave the EPI creation process and return to the Acord 27 Evidence of Property or Acord 28 Evidence of Commericial Property grids.
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Back |
Save changes to the current page and return to the tab you worked on previous to this one. The page you worked on displays the information previously entered.
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Next |
Save changes on the current tab and display the next tab in sequence.
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Preview |
Save changes on the current page and display the EPI Template to see how the EPI form will be created. |
About the tabs on the Evidence of Property Selections page
Each tab on this page lets you enter or select information to complete a portion of the EPI creation process.
Policies Tab - Use this tab to select policies for which you are creating the EPI forms.
Group
Codes Tab - Use this tab to select any 
group
codes for AOIs associated with the
policies.
Additional Interests Tab Use this tab to select the additional/other interests (AOIs) for which you want to issue the EPI
Supplemental Names Tab Use this tab to select the name(s) that should appear in the Insured section of the EPI forms. If none are selected, Supplemental Name 1 pre-fills to the tab.
Preview Tab Use this tab to display the information that will appear on the EPI template and any EPI forms issued from that template. You can review and, if necessary, change information on the EPI template and any EPI forms associated with the template.
Quit Button -- Top of Page
Click this button or ALT+Q to exit the page without saving your changes.