Applied Epic Custom Forms – Getting StartedContains 1 Component(s) Recorded On: 08/23/2021
For non-standard lines of business do you wish you had a place to enter coverage information for reference and to pull into output documents? This session will provide the basics for creating a custom dec.
Using Applied Epic to Automate Your Commercial Lines Small Business RenewalsContains 1 Component(s) Recorded On: 08/23/2021
In this case study session, you’ll hear from your peers on how they’re using Applied Epic to automate commercial lines small business renewals to eliminate touches where possible. The presenters will share successes and lessons learned from the process.
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.
Working Smarter and Faster in Applied EpicContains 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.
Cleaning Up and Balancing Premium Payables in Applied EpicContains 1 Component(s) Recorded On: 08/23/2021
How do you know if your Premium Payables are in balance? In this session, you’ll learn three steps to validate Premium Payables, what it means to be “in balance” and how to clean up “out of balance” situations.
Microsoft Excel - IntermediateContains 1 Component(s) Recorded On: 08/23/2021
This hands-on class will expand your knowledge of Microsoft® Excel tools and how they can be used to manipulate data exported from your management system. Don't just watch, do it yourself! Come with Microsoft® Excel loaded on your computer and use the sample l workbook provided to practice the skills learned during the class.
Expert Panel: Optimizing Applied EpicContains 1 Component(s) Recorded On: 08/23/2021
How do you keep your staff operating in and utilizing Applied Epic efficiently? How do you plan upgrades and prepare your staff for product changes? In this panel discussion, your peers will offer tips on getting your team to accept upgrades so that you continue to use Applied Epic to its fullest potential and provide an outstanding customer experience.
Understanding Your Data Using the Book of Business ReportContains 1 Component(s) Recorded On: 08/23/2021
In this case study session, hear how a fellow agency uses the Book of Business Report in Applied Epic to generate a number of other reports they use to manage their teams. The presenter will share screenshots of all of the reports discussed.
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