Applied Client Network
Learning Center

Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow

Participate in this hands-on lab to practice the standard renewal workflow across Applied Epic® and Applied Benefits Designer™. From quote to enroll, learn how to drive the renewal with an activity and complete each task, as well as benchmark your own agency workflow against this standard.

Skill Level: Basic
Target Audience: Account Manager - Employee Benefits
Presenters: JC Mahan, Ro Olguin, Jennifer Duggan
Length: 60 minutes

  • Register
    • Basic/Associate Member - Free!
    • Advantage Member - Free!
    • Acrisure Member - Free!

    Continue

Key:

Complete
Failed
Available
Locked
Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow
You must register to access.