301 Results

• Dynamic Templates! Utilizing the Applied Epic and Microsoft Word Interface to Enhance Organization Output

  Contains 1 Component(s) Includes a Live Web Event on 11/16/2021 at 1:00 PM (CST)

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• Report Layouts in Applied Epic

  Contains 1 Component(s) Includes a Live Web Event on 11/11/2021 at 1:00 PM (CST)

  Identify key functionality within the Applied Epic Report Layout Editor, Discuss how to use the Applied Epic Report Layout Editor most efficiently

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• Course: How to Make Your Applied Epic Renewals Work for You

  Contains 1 Component(s) Includes a Live Web Event on 11/09/2021 at 1:00 PM (CST)

  Renewals are the bread and butter of your agency’s operations and revenue stream. They are the time to build relationships through positive client touch points, update Epic with accurate information, and round out accounts. When you set Epic to prompt staff to conduct thorough account reviews, your renewal results will be better. And automating renewal steps or supporting them with Epic functionality allows staff to spend more time on value-added, client-facing insurance work.

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• Applied Marketing Automation – Overview & Case Study

  Contains 1 Component(s) Includes a Live Web Event on 10/26/2021 at 1:00 PM (CDT)

  Interested in learning more about Applied Marketing Automation? We will begin this webinar with why marketing automation is important, show a product overview, and then dive into a case study from Schneider & Associates Insurance Agency that will showcase the benefits of adoption.

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• Applied Net 2021 Encore! Should Your Organization be Using Work Groups and Unrouted Email?

  Contains 1 Component(s)

  Have you ever wanted to centralize processes such as changes, issuing certificates or other proofs of coverage and pulling MVRs? If so, you should consider using a central email address and work groups in Applied Epic. This session will help you figure out if work groups and shared inboxes are right for you and your organization. In addition, you’ll learn how to best implement the new process.

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• Partner Webinar: Tips on Speeding Up Receivables with ePayPolicy

  Contains 1 Component(s) Recorded On: 09/29/2021

  Is your agency doing everything it can to speed up receivables? Faster payments allow you more time to focus on your business, and less time chasing down late payers. In order to do this, you must provide your insureds with the right tools to make the payment process a breeze. Want to Learn More? ePayPolicy is here to give you tips and tricks on speeding up receivables. Live demo included!

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• Applied Net 2021 Encore! Expert Panel: My Favorite Applied Epic Reports

  Contains 1 Component(s) Recorded On: 09/28/2021

  In this panel, your peers will share which reports they run in Applied Epic, how often they run the reports, how the reports are delivered and what the reports are used for.

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• Basics of Reporting in Applied Epic

  Contains 1 Component(s) Recorded On: 08/23/2021

  Learn the basic functions of the Reports and Marketing areas in Applied Epic. During this session, you’ll hear about the different types of reports that are available as well as how to modify criteria and layout to meet your reporting needs. The presenter will share tips and tools that make creating and running reports easier in Applied Epic.

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• Accounting for the Non-Accounting Applied Epic Users

  Contains 1 Component(s) Recorded On: 08/23/2021

  You can impact accounting in Applied Epic even if you're not in that department. During this session, you’ll review important fields that need to be entered correctly for accounting and reports. You’ll also learn how to enter transactions properly and how to read the Transaction screen to efficiently find answers to your accounting questions such as, client payments or insurer payments.

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• Working Smarter and Faster in Applied Epic

  Contains 1 Component(s) Recorded On: 08/23/2021

  Whether you just started working in Applied Epic or you've been in it for a while, there are lots of tips and tricks to learn that could help you be more efficient. During this session, learn how to customize Applied Epic to see the info you need with columns and field defaults. You’ll also find out how to locate information faster using the Access button and your Search bar. By the end of the session, you’ll know how to keep attachments clean with naming conventions and stay on task with Activities.

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