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