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Applied Systems Course: Marketing Module in Applied Epic

Recorded On: 04/22/2020

In this lesson, attendees will learn how to complete typical workflows that can occur during the life cycle of a commercial policy.  We will begin by teaching attendees how to process a new policy using the Marketing module.  Epic's marketing workflow allows users to create, submit and track marketing submissions and responses for multiple companies in one area.  As a part of the marketing workflow, we will also show attendees how to generate proposals and form letters needed to present the quotes to clients.  

Skill level: Intermediate
Product: Applied Epic
Target Audience: Account Executive, Customer Service, Manager, Producer, Trainer
Presenter: Dana Diskin, AAI, Team Manager, Education Services, Applied Systems
Length: 90 minutes 
Price: FREE for Applied Client Network Members

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Applied Systems Course: Marketing Module in Applied Epic
In this lesson, attendees will learn how to complete typical workflows that can occur during the life cycle of a commercial policy. We will begin by teaching attendees how to process a new policy using the Marketing module. Epic's marketing workflow allows users to create, submit and track marketing submissions and responses for multiple companies in one area. As a part of the marketing workflow, we will also show attendees how to generate proposals and form letters needed to present the quotes to clients. Skill level: Intermediate Product: Applied Epic Target Audience: Account Executive, Customer Service, Manager, Producer, Trainer Presenter: Dana Diskin, AAI, Team Manager, Education Services, Applied Systems Length: 90 minutes Price: FREE for Applied Client Network Members You must register to access.