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Course: Transactions in Applied Epic: A Guide for Servicing StaffContains 1 Component(s) Includes a Live Web Event on 06/17/2021 at 1:00 PM (CDT)
Learn transacting in Applied Epic from the beginning, along with a discussion of hour to understand the transactions, how they affect the accounting department, and how they help servicing staff better serve their clients.
Partner Webinar: Hagerty - A Growth OpportunityContains 1 Component(s) Includes a Live Web Event on 06/16/2021 at 1:00 PM (CDT)
From Model T to McLaren, join Hagerty experts as we explore the rapidly growing world of collector vehicles and how you can earn more of this business.
Partner Webinar: How Columbia Insurance Transformed Their Marketing and Accelerated GrowthContains 1 Component(s) Includes a Live Web Event on 06/09/2021 at 1:00 PM (CDT)
Columbia Insurance & Wealth Management made a decision to overhaul their marketing and improve the customer experience, and in doing so saved their team countless hours and accelerated their growth.
Course: Manage Suspense with Applied Epic DownloadContains 1 Component(s) Includes a Live Web Event on 05/27/2021 at 1:00 PM (CDT)
By recognizing the reason that items commonly hit suspense and correcting them globally, you can reduce the amount of time spent matching items in suspense. Suspense can be a very intimidating, daunting area if you don't identify the issues that are reoccurring. This session will show you some of the common reasons items hit suspense and what to do to: match them and prevent them from hitting suspense again.
Introduction to Policy WorksContains 1 Component(s) Includes a Live Web Event on 05/18/2021 at 1:00 PM (CDT)
Want to learn more about Policy Works? Join us as we dive into a product overview of Policy Works and see how you can leverage Policy Works within your agency/brokerage.
Introduction to IVANS Market Appetite and Case StudyContains 1 Component(s) Recorded On: 04/29/2021
Interested in finding an easier and more efficient method to locate markets for your risk? Learn about how, using IVANS Market Appetite, you can quickly locate markets for a risk, as well as create agency-wide preferences and add carrier notes. We will begin this webinar with a product overview and then dive into case studies from Hylant and ASNOA that will showcase the benefits of adoption.
Course: Deep Dive - Applied Epic Tips and Techniques Part 3: ReportingContains 1 Component(s) Recorded On: 04/20/2021
In Part 3 of this 3-part series, we will focus on reporting. During this Applied Epic tips and techniques 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.
Peer-to-Peer: Managing Remotely – How to Keep Your Team Productive and EngagedContains 1 Component(s) Recorded On: 03/30/2021
Would you like to drive your teams from merely surviving to thriving? In the last year, employees have faced unprecedented challenges, both personally and professionally. This session will provide managers with a fresh perspective on managing their teams, and specific tips to increase connection, engagement, and productivity. The “new normal” will likely include employees who work remotely at least part of the time and we will continue to manage remote teams. Join us for an interactive webinar with fellow managers and learn how to navigate the special challenges of managing remote employees during a the pandemic and beyond.
Peer-to-Peer: Case Study: Monitoring Employees During COVID-19/Working From HomeContains 1 Component(s) Recorded On: 03/26/2021
We will look at how Johnson Financial Group, a bank-owned insurance agency has been able to track employee activity and productivity during the last year. Using reports in Applied Epic and other tools, they have been able to track productivity and help catch problems before they got out of hand.
Course: Deep Dive - Applied Epic Tips and Techniques Part 2: AdministrationContains 1 Component(s) Recorded On: 03/23/2021
In Part 2 of this 3-part series, we will focus on configuration. During this Applied Epic tips and techniques 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.