EPIC - Pull 'Premium Payable Name' from Reports
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Luke Ossanna
Would like the ability to pull premium payable from EPIC reports to provide more accurate carrier information within emails.
Premium Payable Name is the company they obtain commission from or pay return commission to. The customer and internal staff refer to the premium payable name as the actual carrier to work with.
Issuing Company (shown in fuse) is whatever is listed on the declaration page.
For example, travelers' insurance may work with 10+ different issuing companies, but this is not what the staff or clients will be familiar with.
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Craig Boersma
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Good news: this modified mapping is now optionally available for Epic File Upload users!
Please note: this mapping modification must be enabled from the back-end by an Agency Revolution team member.
If you've already made this change to your Carrier mapping, fantastic! If not, simply contact our support team and request that they update your realm settings to map the Carrier value from the PremiumPayableName field.
If you have any questions, just let us know!