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Epic / Re: Processing an Evidence of Ins - PL
« Last post by Sherry Burrell on Today at 12:38:17 pm »
You enter just the "shell" with policy number & dates.  Also depending on how Evidences are configured in your agency you may not be able to complete without some policy information.

Evidences can be restricted - Do not  allow evidence limits to be increased above policy limits - if checked, then limits you want on the evidence must be completed.
Do not allow in-process policies to be added to evidences - if checked, then policy must be in submitted stage.
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Epic / Processing an Evidence of Ins - PL
« Last post by Jan Regnier on February 21, 2020, 04:21:22 pm »
How does one do an Evidence for a homeowner policy that is not in the system yet?  It will come in the download but the bank is asking for it now....told them will get back to them Monday.  Don't really want to put in an application in EPIC as the app will be filled in once the policy is "issued" and the download comes.  I am sure this will not be the last time for this type of request.
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TAM / Re: TAM 2019 (in 2020)
« Last post by Jim Jensen on February 21, 2020, 02:31:30 pm »
For one with 300 notepad pages, are you deleting them 1 at a time to leave only the newest?

I checked one of mine. It had 337 pages. I deleted 1 page (the oldest) and it took just over 9 seconds from the time I hit Yes to delete that page and it completing. Not terrible and we're on LAN. But if I wanted to get down to the 1-2 that apply to the latest renewal, I would NOT delete them 1 at a time. That would be over an hour just to delete the extra notepad pages, which is not productive. You could just delete ALL of them, then pull that policy back in from IVANs to have just the newest ones and start back at page 1. You could do it now, or wait until you to 999 pages (which I have had happen - usually a commercial policy). It would be nice if I could ask to delete pages 1-299, but I can't and simply re-downloading a clean image works ok.

You don't have to have duplicate copies in history either. Delete the entire application set (notepad, homeowners, inland marine), leave the billing screen alone, then log into the IVANs account and resend that policy (or do several at a time) and you will have a fresh copy again and no 2nd version sent to history. If you can't do that, then delete the Notepad and re-send and have 2 duplicate copies in history.
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TAM / Re: TAM 2019 (in 2020)
« Last post by DebAmstutz on February 21, 2020, 10:36:38 am »
Is anyone else having issues with deleting old notepads?  We have a couple of customers who have lots of notepads with each policy download.  Deleting them used to be kind of a drag because you just deleted one at a time.  Now, the renumbering of the notepads is taking 15 seconds for each one!  When there are 50+notepads on each download and I need to get rid of 300+ just to have a little room for a month or so on the policy, this is a real time waster!  Is this due to slow internet or due to TAM2019?  Other parts of TAM don't seem to have slowed down as much as this has.  We are TAMOnline.
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Microsoft - Desktop Products / Re: Excel 2013 Challenge
« Last post by Jeff Zylstra on February 20, 2020, 07:59:33 pm »
This almost sounds like the default file template has been corrupted.  Try deleting the offending tab, save it as a default and then close and reopen a new file.
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Microsoft - Desktop Products / Re: Excel 2013 Challenge
« Last post by Billy Welsh on February 20, 2020, 11:47:49 am »
Update:


This issue continues and is now more pervasive and therefore more annoying in Office 365 ProPlus, running on a new WIN10 laptop.


Files that were not a problem previously are now opening with a phantom window if they were saved with 2 windows open.


I will probably try to remember to close 1 window before closing/saving the file.
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Microsoft - Desktop Products / Re: I Hate M$
« Last post by Billy Welsh on February 20, 2020, 10:58:17 am »
@Mark, thanks for the link.  Worked like a charm - extensions are now disabled.


@Jim, maybe one day down the road, but not an option today.  She only recently got an iPhone and is still adjusting to that new (for her) tech.  In the meantime, she would never consider being without a PC.  I might also try to convince her on an Apple PC when this current Dell goes kaput.


This one was particularly insidious.  "Obituaries Search."  Windows could not uninstall it even with Admin credentials.  If I logged in as Admin, it did not appear as an App to be uninstalled - had to be logged in as my mom.  SuperAntiSpyware removed the extension/Search bar in Edge, but not the App.  Malwarebytes finished the job with the exception of the Desktop shortcut, which I suspect would have reinstalled it and which I had to manually delete.
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Microsoft - Desktop Products / Re: I Hate M$
« Last post by Jeff Zylstra on February 18, 2020, 10:43:13 pm »
Well, I think Nick O still recommends Faronics' Deep Freeze product.  As soon as you shut off or reboot the computer, everything is reset.  You'd have to set up and "unfrozen" hard drive folder or thumb drive to save files, but this sounds like a good alternative.  Either that, or Sandboxie or another virtual machine that she can run browsers or email clients in.  The other thing might be to use a whitelist type of anti-virus/malware program.  Don't know if PC-Matic is the real deal or not, but I know it is whitelist based.
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Epic / Re: Earthquake policy/custom dec
« Last post by Jan Regnier on February 18, 2020, 04:25:12 pm »
You need to configure under Types in Configure - Policy - Types (not policy type classifications - that's more like a department)

Then in Type of Business - enter what you are using for commercial since the Property app is a commercial app.

Got it...thanks.
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Epic / Re: Earthquake policy/custom dec
« Last post by Sherry Burrell on February 18, 2020, 03:53:36 pm »
You need to configure under Types in Configure - Policy - Types (not policy type classifications - that's more like a department)

Then in Type of Business - enter what you are using for commercial since the Property app is a commercial app.
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