ACN Spark: Applied Epic Unique Report - Agency Billed Activity and Servicing Detail Audit

Watch this quick tutorial video on how to set up a report to automatically generate an activity for agency billed policies. Also, it will cover how to set up a report that audits the servicing roles for accounts and policies, by Hannah Jacobs, Hartland Insurance Agency, Inc.

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ACN Spark: Unique Report - Agency Billed Activity and Servicing Detail Audit
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