Join this webinar to learn about Tarmika!

Join this webinar to learn about Indio!

Attend this case study to learn how one agency used Applied Epic® Reports to ensure their CSR’s workloads were balanced. The presenter will share how they measured their CSR’s productivity and the changes they made based on what they found.

Annualized, billed, estimated, oh my! With so many premium and commission fields, how do you know which one to use in your Applied Epic® Book of Business reports? There is more to it than the correct report. As they say, garbage in, garbage out. Attend this session to learn how to use the Applied Epic premium fields properly within your workflows and configuration for the best results in all your reporting needs.

In this session, you will learn how to set up Applied Epic® email templates. The configuration options, and use cases will help you understand your options and implement a tool your staff will love.

Attend this session to learn about downloading in Applied Epic®. The presenter will discuss how to prepare for the transition, resources to assist you with activating download in Applied Epic, and what happens when merging downloads from multiple systems. Whether you are transitioning from a management system or starting download from scratch, this session will be beneficial.

The pandemic has changed the insurance agency workforce forever and there are challenges agencies must overcome. One challenge is finding qualified, experienced candidates with fewer applicants to choose from. Attend this session to hear your peer’s approach to new employee development. You’ll learn how they created a full-fledged training and quality control department to oversee new employees and trainees.

Applied Analytics® and Epic® provide reports that help you better understand employee work efforts as they relate to activities and tasks. This session will share useful tactics and features that will allow you to track employee productivity and audit data accuracy in Applied Epic.

Applied Analytics® and Applied Epic® provide reports that help you better understand employee work efforts as they relate to activities and tasks. This session will share useful tactics and features that will allow you to track employee productivity and audit data accuracy in Applied Epic.

Technology makes an individual more accessible to clients’ and others’ need for information, creating time management dilemmas. More and more agencies are using robust collaboration tools, adding even newer dimensions to accessibility and demands on one’s time. This course will provide time management tips and tricks for individuals facing these ever-increasing demands on your time.