Applied Systems Course: Modernize Your Benefits Renewals With Applied Benefits Designer

Recorded On: 06/16/2020

During this session, you’ll learn how agencies are leveraging this newly Epic-integrated solution to:

-Quickly create modern, branded proposals for clients of all sizes.
-Instantly quote small group, saving time and resources.
-Live model contribution strategies – no more unnecessary meetings!
-Feature budget targets and solve design decisions to meet your clients’ needs.
-Reduce errors and duplicate data entry.
-Handle renewals remotely to deal with current COVID-19 restrictions.

Skill level: Intermediate
Product: Applied Epic
Target Audience: Account Executive, Manager, Producer, Customer Service
Presenter: Tom Roshar, VP of Sales - Benefits, Applied Systems & Kelly Wiza, Director of Benefits Products, Applied Systems
Length: 60 minutes
Price: FREE for Applied Client Network Members

Key:

Complete
Failed
Available
Locked
Applied Systems Course: Modernize Your Benefits Renewals With Applied Benefits Designer
During this session, you’ll learn how agencies are leveraging this newly Epic-integrated solution to: -Quickly create modern, branded proposals for clients of all sizes. -Instantly quote small group, saving time and resources. -Live model contribution strategies – no more unnecessary meetings! -Feature budget targets and solve design decisions to meet your clients’ needs. -Reduce errors and duplicate data entry. -Handle renewals remotely to deal with current COVID-19 restrictions. Skill level: Intermediate Product: Applied Epic Target Audience: Account Executive, Manager, Producer, Customer Service Presenter: Tom Roshar, VP of Sales - Benefits, Applied Systems & Kelly Wiza, Director of Benefits Products, Applied Systems Length: 60 minutes Price: FREE for Applied Client Network Members You must register to access.