Get the Book of Business Report You Need in Applied Epic

Recorded On: 09/20/2020

Having trouble getting a Book of Business report that makes sense? In this session, we'll look at the multiple fields involved in the Book of Business reports, especially Annualized vs Estimated. Questions discussed include: How do Configuration Settings for Policy Download, Direct Bill Commission Download, Company and Producer/Broker Commission Agreements and Transaction Codes affect your report? What about Policy Rewrites?

Skill level: Advanced
Product: Applied Epic
Target Audience: Accounting, IT, Operations
Presenter: Sue Good, Alexant Systems Corporation
Length: 45 minutes 
Price: FREE for Advantage Members

Key:

Complete
Failed
Available
Locked
Get the Book of Business Report You Need in Applied Epic
Credit of Completion