Agency Billing in Applied Epic – Part 1

You can impact accounting in Applied Epic® even if you're not in that department. In Part 1 of this two-part series, you’ll review important fields for accounting and reports that need to be entered correctly. 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.

Skill level: Basic

Target Audience: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Accountant, Office Manager

Presenters: Lauren Roberts, Kite Technology Group; Kellie Halfpap, Kite Technology Group

Length: 60 minutes