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- Contains 2 Component(s), Includes Credits Recorded On: 05/28/2020
In this session, learn how to ensure that your workflows are being adhered to and relevant. You will be shown how to implement Quality Control Audits through Applied Epic Reports to ensure that your employees are following your company’s procedures and Best Practices. We will also discuss the categories to audit along with how to create criteria that can be used with each workflow that is in place to identify inconsistencies and training needs. Your company’s end result will be huge improvements across the board with workflows being followed consistently and the system being utilized and managed accordingly.
- Contains 1 Component(s) Recorded On: 04/07/2020
Use the Applied Epic Renewals Manager to more efficiently view, process and track renewals. Join this session to learn how the Renewals Manager is centralized and feature-rich with options to: - View related activities and claims - Access the policy's detail - Create a marketing submission - Renew the policy - “Get Quote” for Personal Lines remarketing through Epic Quotes - Configure and customize Renewal Stages to better understand where the policy stands within the renewal process.
- Contains 1 Component(s) Recorded On: 02/23/2021
In Part 1 of this 3-part series, we will focus on the Home Screen. During this series, you will learn tips and techniques for using Applied Epic in your everyday workflows. From servicing and accounting to reporting and administration, this session uncovers many useful Applied Epic tips and techniques.