4.2 Recap Day 4 - Test your Knowledge

Accounts can be made inactive regardless of whether the policy is still showing In Process on the Service Summary row

This activity is manually created by the COI COE prior to sending the renewal packet to the service team

The policy in Epic must be shown as what in order for certificates to be issued?

Import/Export functionality is available in Epic. Which method allows coverage data to be Imported and Exported?

Holders lists are always exported from Epic using Advanced Export

In order for a different Named Insured to be printed on an Auto ID card, the card should be issued out of what system?

Standard Import/Export serves the same purpose as the Policy Risk Utility in importing/exporting schedules

In order for renewal certificates to be issues, the policy needs to reflect Contracted status in Epic

All coverage information needs to be entered into Epic prior to sending a certificate request to the COI COE

Power BI Reports allow data to easily be extracted from Epic into an excel spreadsheet