Creating Benefits Guides Using New Applied Epic Benefits Forms

This course will demonstrate how to generate a Benefits Guide using new Plan Data Capture forms and Proposals in Applied Epic®. With an Applied-developed template, users can generate a Benefits guide complete with eligibility terms, rates, contributions and plan design.

Skill level: Advanced

Target Audience: Account Manager - Employee Benefits, IT/Operations Manager, Office Manager

Presenters: Burt Tower – Applied Systems, Randy Yue – Applied Systems

Length: 60 minutes
Price: FREE for Advantage Members