Catalog Advanced Search
Contains 1 Component(s) Includes a Live Web Event on 12/16/2021 at 1:00 PM (CST)
Learn methods for handling daily issues that arise within your agency management system including, but not limited to, problems with Applied products. Also, learn how to monitor home-based users and make sure their connections are secure.
Contains 1 Component(s) Includes a Live Web Event on 12/15/2021 at 1:00 PM (CST)
Exclusively for Advantage members, ACN Peer-to-Peer Connect is your opportunity to connect with your peers on specific topics to get your most pressing questions addressed. Each Connect will be hosted over Zoom, allowing you to be able see your peers and discuss questions live. ACN Peer-to-Peer Connects will be hosted quarterly on a variety of topics related to Applied Epic and Applied TAM.
Contains 1 Component(s) Includes a Live Web Event on 12/14/2021 at 1:00 PM (CST)
Join this session to discuss invoicing options in Applied Epic, including taxes, fees, installments, direct-placement taxes and fees, adjustments, accounts receivable templates and more.
Contains 1 Component(s) Includes a Live Web Event on 12/08/2021 at 1:00 PM (CST)
IPFS has launched the latest digital product to make selling insurance easier. Introducing Quivit – the first of its kind to offer digital signature and payment options including finance into one seamless transaction.
Contains 1 Component(s) Includes a Live Web Event on 12/07/2021 at 1:00 PM (CST)
Explore the basics of Applied Epic reports. Learn how to find the right report and manipulate report criteria. Discover what default reports provide, efficient ways to manage reports, how to effectively mass produce reports, and how marketing options come in to play.
Course: Dynamic Templates! Utilizing the Applied Epic and Microsoft Word Interface to Enhance Organization Output
Recognize how to create replicate commands and describe how to create schedules and proposal document
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.
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!
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.