Author Topic: Combining 2 clients  (Read 61 times)

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Offline Jan Regnier

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Combining 2 clients
« on: July 12, 2019, 10:46:34 am »
In Epic, how does one combine two clients (basically move one client - policy, attachments, invoices etc) to a second existing policy?
We have two clients that have merged into one entity now.  Both are fairly new in the system so there isn't a lot to move but - still need to move what is there.

I couldn't find anything in the EPIC help file.  Does this requires "rights" to accomplish?
Jan Regnier
Regnier Insurance Services, Highland, IN 6 Users
TAM V2017 HF3, MS 2012 R2 Server, Windows 10 PRO WS; MSOffice 2016

Offline GeorgeW

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Re: Combining 2 clients
« Reply #1 on: July 12, 2019, 12:55:56 pm »
There is no option to combine clients in Epic yet. I believe about all you can do is move attachments (from Attachment Screen, select attachments and then choose Actions-Move Attachments). You can also copy a policy from one client to another. There is an idea (# D363) that has 615 upvotes that was created on 8/27/13. It currently shows the status as "On Roadmap"
George Watson
AssuredPartners NL, Louisville, KY
Epic Online 2017 R2 (MU3), 619 Licenses- 800+ Employees - 30+ offices

Offline Jan Regnier

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Re: Combining 2 clients
« Reply #2 on: July 12, 2019, 01:40:05 pm »
Thanks, George.

I "chatted" with Applied/Epic a couple of days ago and was told yes. - I guess they were referring to attachments.  I did know we can move policies but was hoping for merging clients!  Oh, well, we will get the job done with what we have...
Jan Regnier
Regnier Insurance Services, Highland, IN 6 Users
TAM V2017 HF3, MS 2012 R2 Server, Windows 10 PRO WS; MSOffice 2016