ACN Roundtable: Maintaining Consistent Branding Through MS Word Templates in Applied Epic Part 2

Join us December 18th at 1pm CST for an ACN Roundtable on how MS templates can help your agency with efficiency. During this dynamic peer-to-peer discussion, Karla Myers, Operations Manager of FIFS, LLC dba/Franconia Insurance & Financial Services, will be expanding on the introduction provided in the October 23, 2024, Roundtable. Demonstrations will be provided for the use of Epic Data Variables, Ask Variables, If Statements, and Replicate Commands in Microsoft Word. These tools can enable complex content to be added into a Document Template or Proposal that is user friendly for Epic users and customized for the client who will receive the communication.  

Attendees can submit their burning template questions during registration and live and will receive solutions and insights.  This roundtable is geared towards Operations managers but is open to everyone. 

What is an ACN Roundtable?

ACN Roundtables are open-forum discussions where subject matter experts provide live tips, tricks, and solutions on all things Applied Client Network. Attendees submit their questions based on the topic during registration to be answered and discussed during the Roundtable.