Across
- 4. Status showing that a cancellation has been processed and the policy is inactive
- 8. EPIC activity created when modifying or revising an existing policy line
- 10. Required document that lists vehicles, drivers, or changes for underwriting
- 12. Official insurance form used to show liability coverage to third parties
- 13. Document providing temporary evidence of coverage until the policy issues
- 16. Information collected to verify exposures and rating details for quoting
- 17. Menu in EPIC used to generate, search, or complete activity codes
- 20. Form used to outline specific policy changes requested by the insured
- 22. Signed form needed to finalize a cancellation
Down
- 1. Items required by carriers before quoting a submission
- 2. Process of updating coverage or exposures mid-term
- 3. Area in EPIC used to store policy documents, emails, and supporting files
- 5. Payment-related cancellation used when the agency has not received premium
- 6. Carrier decision allowing a previously cancelled policy to become active again
- 7. Request sent to carriers asking for pricing and terms
- 9. Stage in Service Summary Row which allows for additional edits
- 11. Industry-standard form used to show proof of coverage for multiple certificate
- 14. Action taken when a policyholder requests cancellation
- 15. Payment-related cancellation used when the carrier has not received premium
- 18. Official ACORD form issued to show auto liability compliance
- 19. Proof of insurance required by lenders or mortgagees
- 21. Activity created when a new prospect is entered into EPIC