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.

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.

Join this session to learn how Applied Marketing Automation® enhances communication with your Employee Benefits clients. Discover how to send pre-renewal campaigns by line or group size, open enrollment education, Benefits newsletters, compliance reminders, and onboarding campaigns when your clients experience turnover. Leave with a comprehensive understanding of how Applied Marketing Automation adds value to client interactions, generates efficiency for your Benefits team, and drives business success.

Get ready to master the art of communication! This session will cover everything from crafting impeccable emails to delivering captivating presentations and more. Dive into the proper etiquette for email replies, including who to include and how to maintain professionalism. Unlock the secrets of basic business communication, ensuring clarity and impact in every interaction. Whether you're honing your skills for internal presentations or dazzling clients with your verbal prowess, this session has you covered. Join us and unleash your communication superpowers to command attention, build relationships, and achieve your goals with confidence and finesse.

During this lecture, learn how to configure Epic® Dashboards for different users in your organization. Then, gain insight into how the IT/Operations persona can use dashboards to efficiently monitor Applied Epic user logins, security changes, and data integrity to meet organizational compliance standards, audit security permissions, and spot trends in data quality throughout the organization.

Join this insightful lecture to dig into the benefits of Epic® Dashboards for Principals and Accounting/Finance team members. Discover how to easily visualize the breadth of data needed to gain a deeper understanding of agency health, sales pipeline, financial performance, and insurer relationships. Additionally, learn how Accounting/Finance staff can benefit from visual data to better manage cash flow, control data quality that impacts accounting workflows, and understand financial performance.

During this lecture, discover the benefits of Epic® Dashboards for Sales Managers and Producers. Hear how sales managers can use these powerful data visualization tools to understand revenue growth, profitability, and progress across the sales team through health and pipeline for existing policies and new opportunities. Further, understand how producers can use dashboards to keep a pulse on customer relationships and stay focused on tasks that drive sales with insight into revenue composition and key activities across your book of business.

Join this insightful lecture to delve into the benefits of Epic® Dashboards for CSRs, Account Managers, and Servicing team leaders. Discover how servicing leaders can use these powerful data visualization tools to optimize workload management, improve business performance, and track retention figures. Further, unpack how Account Managers and CSRs can use dashboards to streamline daily workflows by focusing on expiring policies, managing activities, and staying on top of unrouted attachments. Level up your servicing department through maximized data utilization.

Join this expert panel to hear from your peers on how they’re using Epic® Dashboards to build and level up their businesses.

Attend this panel to hear how agents in different roles handled the change from the Applied Epic® desktop application to the browser interface. Listen as panelists share obstacles they faced during the transition and tips on what to (and not to) do during the rollout so your staff is successful in the new environment.