Get the Book of Business Report You Need in Applied Epic

Having trouble getting a Book of Business Report that makes sense? In this session, you'll look at the multiple fields involved in the Book of Business Report, especially annualized versus estimated. You’ll also learn how configuration settings for policy download, direct bill commission download, company and producer commission agreements and transaction codes affect your report.

Skill level: Advanced
Product: Applied Epic
Target Audience: Accounting, IT, Operations
Presenter: Sue Good, Alexant Systems Corporation
Length: 40 minutes 
Price: FREE for Advantage Members