Each carrier requires your valid portal credentials to be entered in Epic before you can successfully use Real-Time functions.  As portal credentials can change from time to time, it is important to also update the credentials within Epic Real-Time


Scenario

You have received an error message in Real-Time indicating Authentication Failed.





  1. Test your carrier credentials first by logging into the carrier's portal/website directly.  If successful, proceed to step 2.  If unsuccessful, reset your carrier portal password.
  2. In Epic, navigate to Real-Time>Local Security from within the Locate screen or a client account.


  3. In the Local Security Options screen, select the desired carrier products (hold SHIFT to select multiple), then click Edit Credentials.


  4. Enter your user ID and password that you used for the carrier's portal.. Click Update.  Repeat for any other carriers/products you wish to update. Click Finish when done.



  5. Once you have updated your credentials, please notify us at support@insureline.com that you need us to perform an Epic Real-Ttime Account Update.


Notes

  • Authentication Failed will always indicate there is an issue with the carrier credentials you have entered in Epic Real-Time