Applied Client Network
Learning Center

Course: Applied Epic Invoicing for Beginners

Recorded On: 11/19/2020

This session provides an overview of creating Transactions in Applied Epic to invoice. It covers billing basic and installment premiums, Surplus Lines and other taxes and fees and more. Attendees will learn how to apply Epic Transaction tools to successfully invoice for their clients through discussion of basic features and options for invoicing and Transaction editing.

Skill level: Basic
Product: Applied Epic
Target Audience: Customer Service
Presenter: Carla Spencer, Training Specialist Lead, Alliant Insurance Services Inc
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members

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Course: Applied Epic Invoicing for Beginners
This session provides an overview of creating Transactions in Applied Epic to invoice. It covers billing basic and installment premiums, Surplus Lines and other taxes and fees and more. Attendees will learn how to apply Epic Transaction tools to successfully invoice for their clients through discussion of basic features and options for invoicing and Transaction editing. Skill level: Basic Product: Applied Epic Target Audience: Customer Service Presenter: Carla Spencer, Training Specialist Lead, Alliant Insurance Services Inc Length: 60 minutes Price: 99.00 for Applied Client Network Members FREE for Advantage Members You must register to access.