Applied Epic Certificates of Insurance

Recorded On: 09/20/2020

Join us in this session where we will discuss prep work for Certificates of Insurance in Applied Epic, including creating a Certificate Master, adding a Certificate Master, adding Attachments, documenting a certificate request, adding a Holder, issuing a single certificate of insurance, editing a holder and exporting certificate holders.

Skill level: Intermediate
Product: Applied Epic
Target Audience: Customer Service
Presenter: Brenda Nevil, Alliant Insurance Services Inc
Length: 45 minutes
Price: FREE for Advantage Members

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Applied Epic Certificates of Insurance