Entering Policies in Applied Epic for Efficiency and Reporting
In this course, the presenter discusses configuration impacting the policy header detail in Applied Epic. The presenter will demonstrate how to add a policy screen, discussing each field and how it impacts various reports.
Skill level: Intermediate
Product: Applied Epic
Target Audience: Customer Service, Operations
Presenter: Brenda Nevil, Alliant Insurance Services Inc
Length: 45 minutes
Price: FREE for Advantage Members