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Applied Marketing Automation – Overview & Case StudyContains 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.
Course: Bulk Renewal ToolContains 1 Component(s) Includes a Live Web Event on 10/21/2021 at 1:00 PM (CDT)
With SDK access and the acquisition of the Bulk Policy Renewal utility, it is possible for agencies to programmatically renew large books of policies, and if desired, including the renewing of any associated Service Contracts. Additionally, the tool can be configured to programmatically generate transactions and invoices. This tool can be used to great effect for large programs or affinity groups that share a common renewal date.
Applied Net 2021 Encore! Should Your Organization be Using Work Groups and Unrouted Email?Contains 1 Component(s) Includes a Live Web Event on 10/19/2021 at 1:00 PM (CDT)
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.
Peer-to-Peer Connect - Auditing & Returning to WorkContains 1 Component(s) Includes a Live Web Event on 10/06/2021 at 1:00 PM (CDT)
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. Peer-to-Peer Connect is limited to the first 150 registrants.
Applied Net 2021 Encore! Applied Epic Evidence of InsuranceContains 1 Component(s) Includes a Live Web Event on 09/30/2021 at 1:00 PM (CDT)
Attend this session to learn the Applied Epic Evidence of Insurance process in detail. The presenter will review how to create and issue an Acord 27 and Acord 28 Evidence of Insurance. In addition, the presenter will explain how to renew an Evidence of Insurance. Finally, the presenter will demonstrate how to export and import an Additional Interest List. This session will conclude with Q&A from the presenter.
Partner Webinar: Tips on Speeding Up Receivables with ePayPolicyContains 1 Component(s) Includes a Live Web Event on 09/29/2021 at 1:00 PM (CDT)
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!
Applied Net 2021 Encore! Expert Panel: My Favorite Applied Epic ReportsContains 1 Component(s) Includes a Live Web Event on 09/28/2021 at 1:00 PM (CDT)
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.
Creating Applied Epic Custom Forms to Manage Unique Lines of BusinessContains 1 Component(s) Recorded On: 08/23/2021
In this case study session, learn how a fellow agency creates and uses unique custom forms to manage unique lines of business that cannot utilize a standard Acord form i.e. EPLI, D&O, Pollution, Animal Mortality, etc.
Basics of Reporting in Applied EpicContains 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.
Accounting for the Non-Accounting Applied Epic UsersContains 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.