Course: How to Make Your Applied Epic Renewals Work for You
Renewals are the bread and butter of your agency’s operations and revenue stream. They are the time to build relationships through positive client touch points, update Epic with accurate information, and round out accounts. When you set Epic to prompt staff to conduct thorough account reviews, your renewal results will be better. And automating renewal steps or supporting them with Epic functionality allows staff to spend more time on value-added, client-facing insurance work.
Skill level: Basic
Track: Applied Epic
Target Audience: Administration, IT, Operations
Presenter: Jason Hoeppner, COO, Anderson-Meyer Insurance, Inc.
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members