Epic - Agriculture Client type map
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Melissa Monk
As a Fuse user who supports those with Epic integrations, I would find it useful for an Agriculture Client type selection to be available. Currently, the categories are Benefits, Commercial, Financial, Health, Life, Non Property And Casualty, and Personal. Generally, only Commercial, Personal, and Benefits options are used but another option that is frequently requested is "Agriculture". This option would help separate the Farm policies from the Personal or Commercial types and allow for more consistent mapping for Epic.
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Craig Boersma
complete
Good news: For users with Epic File Upload integration, policies can now be mapped with "Agriculture" as the Policy's "Client Type".
To use this new option:
- Navigate within Fuse to your Policy Type or Line Type mapping page.
- Edit a pre-existing map or create a new one.
- Click the "+" icon to the right of the "Map to" row.
- In the "Category" field, select "Agriculture"
- In the "Policy Type" field, enter the policy type description
- Click "ADD"
- Click "SAVE" or "UPDATE"
PLEASE NOTE: This does not have any bearing on the Business Insights dashboard which shows your split of business. The business split chart is entirely based on the business category checkboxes which you can manually check at the customer-level in Epic (such as the "Commercial", "Personal", "Benefits", and "Financial" checkboxes).
However, mapping policies to the "Agriculture" category does allow you to target audience segments based on Policies that have the "Client Type" of "Agriculture"!