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
- Basic/Associate Member - Free!
- Advantage Member - Free!