Creating Applied Epic Custom Forms to Manage Unique Lines of Business

Recorded On: 08/23/2021

In this case study session, learn how a fellow agency creates and uses unique custom forms to manage unique lines of business that cannot utilize a standard Acord form i.e. EPLI, D&O, Pollution, Animal Mortality, etc.

Skill level: Basic
Track: Applied Epic
Target Audience: Customer Service, Operations 
Presenters: Brenda Nevil, Alliant Insurance Services Inc, Sarah Caruso, Applied Systems
Length: 15 minutes
Price: FREE for Advantage Members

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Creating Applied Epic Custom Forms to Manage Unique Lines of Business