Agency Billing in Applied Epic – Part 2

In Part 2 of this two-part series, you’ll get a more in-depth look at the different types of transactions that you can make at the policy level and get additional information related to entering agency bill transactions from the Policy screen.

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