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Applied Systems Course: Applied Epic’s Renewals Manager – Configuration and Use

Recorded On: 04/07/2020

Use the Applied Epic Renewals Manager to more efficiently view, process and track renewals. Join this session to learn how the Renewals Manager is centralized and feature-rich with options to:
- View related activities and claims
- Access the policy's detail
- Create a marketing submission
- Renew the policy
- “Get Quote” for Personal Lines remarketing through Epic Quotes
- Configure and customize Renewal Stages to better understand where the policy stands within the renewal process.


Skill level: Basic
Product: Applied Epic
Target Audience: Account Executive, Customer Service, IT, Manager, Operations, Trainer
Presenter: Dana Diskin, Team Manager, Education Services, Applied Systems
Length: 60 minutes
Price: FREE for Applied Client Network Members

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Applied Systems Course: Applied Epic’s Renewals Manager – Configuration and Use
Use the Applied Epic Renewals Manager to more efficiently view, process and track renewals. Join this session to learn how the Renewals Manager is centralized and feature-rich with options to: - View related activities and claims - Access the policy's detail - Create a marketing submission - Renew the policy - “Get Quote” for Personal Lines remarketing through Epic Quotes - Configure and customize Renewal Stages to better understand where the policy stands within the renewal process. Skill level: Basic Product: Applied Epic Target Audience: Account Executive, Customer Service, IT, Manager, Operations, Trainer Presenter: Dana Diskin, Team Manager, Education Services, Applied Systems Length: 60 minutes Price: FREE for Applied Client Network Members You must register to access.