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Business Owner's Policy | Epic to Tarmika Account & Policy Details Integration

 

Field in Epic

Mapped to Field in Tarmika

Servicing/Billing > Policy > Expiration

Effective Date

Account name

Company Name

Address

Address

Primary Contact Primary Number

Contact Phone

Primary Contact First Name

Contact First Name

Primary Contact Last Name

Contact Last Name

Primary Contact Primary email

Contact Email

Main Business Contact > Business > Type

Business Entity

Main Business Contact > Business > Date Business Started

Year Business Started

Policy Form > Prior Carriers

Does the insured currently have an in-force policy?

Commercial AP > Premesis > Total Building Area

Total Building Square Footage

Commercial AP > Premesis > Occupied Area

Square Footage Insured Occupies

commercial_ap > premises > buildings > full_time_employees

commercial_ap > premises > buildings > part_time_employees

Number of Full-Time Employees At This Building

Form > Premesis/Coverages > Improvements

Year updates were made

 

Updated on: August 27th, 2024