Course: Bulk Renewal Tool

With SDK access and the acquisition of the Bulk Policy Renewal utility, it is possible for agencies to programmatically renew large books of policies, and if desired, including the renewing of any associated Service Contracts. Additionally, the tool can be configured to programmatically generate transactions and invoices. This tool can be used to great effect for large programs or affinity groups that share a common renewal date.


Skill level: Intermediate
Track: Applied Epic
Target Audience: Administration, IT, Operations
Presenter: Kevin Sindelar, Epic Information Manager, Acrisure LLC
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members

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Course: Bulk Renewal Tool