Do you have policyholders with shared ground? If so, utilize Companion Policies within EASYwriter Pro® to make policy management between the two a breeze!

The Companion Policy functionality allows you to perform data transfers between linked policies, as well as coordinate adjuster activities when claims or inspections are created on policies with shared ground. Simply put, once you key or complete an action for one policy, you can utilize the Companion Policy link to transfer the data to its companion policy automatically. This process will allow you to save time processing and increase efficiency when performing the following actions:

• Acreage reporting
• Production reporting
• Notice of loss submission
• Unit Additions

Ready to take advantage of this time-saving feature? The setup is as simple as linking the policies and units!

Link Companion Policies:

• Identify your policy(ies) with shared ground.
• Log into EASYwriter Pro
• Perform a MPCI search for one of the Companion Policies by selecting the "MPCI SEARCH" link on the Dashboard 
• The Policy Editor will open
• At the top of the Policy Editor, click the "Companion" button located under the Home tab
• In the Companion Policies window, select the "Link Policy" icon
• Search for the applicable Companion Policy
• Enter a note regarding the linked policies, and click "Save"
  • Once saved, click "Close" and the policies will be linked

Link Companion Units:

Please note: Units cannot be linked until the policies have been linked. The following instructions are based on two linked policies:

• Enter into one of the linked Companion Policies (see steps above)
• At the top of the Policy Editor, click the "Companion" button located under the Home tab
• In the Companion Policies window, select the "Unit Links" icon
• Click the "Edit Unit Links" icon found in the top left corner
• Select the "Auto Link Units" icon found in the Unlinked Units section
  
  • Linked units will be annotated with a green color chip
• To manually link units, select the applicable unit and click "Link Unit"
  • Click the applicable unit found under the Destination Units section and hit "Link Unit"
  • If no units are displayed, click "Show all units"
• Once all desired units display a green color chip, click "Save" at the top of the window
  • All the Unlinked Units with the green color chip will now move to the Linked Units section
• Then select "Commit" at the top of the window
  • Click "OK" to the Commit Companion Policy links pop-up
• Once units are linked, a Companion Link icon  will display in the far-left column in the grid area of the Acreage/APH tab and in the Quick APH Entry screen to indicate units that are linked to one or more companion policy units

Want to know more? Access our resources on these features:

• Companion Policies Setup
• Production Reporting with Companion Policies
• Acreage Reporting with Companion Policies
• Companion Policy Notice of Loss (NOL) Submission Process
• Transfer Added Units to Companion Policies
• Companion Policies Training Suite