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Course: Dynamic Templates! Utilizing the Applied Epic and Microsoft Word Interface to Enhance Organization Output

In this session, the presenter will explore the Applied Epic and Microsoft Word Interface functions that help your organization benefit from the data entered and maintained in Applied Epic.  You will learn about using Replicate Commands in document and proposal templates to generate schedules of information such as vehicles, drivers, policies, contracts, property, locations, GL Hazards and WC class codes.  Also, using Application Association so that limits, coverage, forms and endorsements can be merged from applications, both ACORD and Custom Forms.  Last, the presenter will cover using ASK and IF Statements to optimize the data held within Applied Epic and enhance the standardization of wording (whether via paper document or electronic) that leaves you organization.

Skill Level: Intermediate
Target Audience: Administration, Operations
Track: Applied Epic
Presenter: Karla Meyers, Operations Manager with Franconia Insurance & Financial Services
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members



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Dynamic Templates! Utilizing the Applied Epic and Microsoft Word Interface to Enhance Organization Output