Meridian Insurance
Agency Workspace
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+ Link to other accounts
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Contacts
Policies
Click a policy for its coverages · vehicles on auto policies.
Claims
Coverages
Add vehicles
Add drivers
Print list
Excel
×
Vehicles
Drivers
Auto ID Cards
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Select the vehicles to make ID cards for.
All vehicles
Create ID Cards
ID Cards
← Back to vehicles
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Text
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Link accounts
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Links live in WorkSpace only — they never change anything in Epic.
Linked in WorkSpace
Linked in Epic (read-only)
ACORD Application
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Save to Cabinet
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+ New folder
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Add vehicles
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Adds these vehicles to the policy in Epic by opening a mid-term endorsement and
issuing
it. VINs already on the policy are skipped.
Effective date
Description
Year
Make
Model
VIN
+ Add row
·
Upload Excel/CSV
·
Download template
Cancel
Add & issue endorsement
Add drivers
×
Adds these drivers to the policy in Epic by opening a mid-term endorsement and
issuing
it. License numbers already on the policy are skipped.
Effective date
Description
Name
Date of birth
License #
+ Add row
·
Upload Excel/CSV
·
Download template
Cancel
Add & issue endorsement
Apps