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Peer-to-Peer: Individual Health Insurance and Medicare: Custom Forms, Templates and Activities

Recorded On: 02/11/2021

Do you have an Individual Health Insurance or Medicare book of business? How are you handling it in Applied Epic? What systems have you developed to run a lean, efficient operation that allows you to renew every policy during a short window each fall? Come see how custom forms, templates, and activities can be used to help you wrestle this bull to the ground.

Skill level: Intermediate
Track: Applied Epic
Target Audience: IT, Operations
Presenter: Mike Newsom, W.J. Wheeler Insurance Agency
Length: 60 minutes
Price: FREE for Applied Client Network Members

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Peer-to-Peer: Individual Health Insurance and Medicare: Custom Forms, Templates and Activities
Do you have an Individual Health Insurance or Medicare book of business? How are you handling it in Applied Epic? What systems have you developed to run a lean, efficient operation that allows you to renew every policy during a short window each fall? Come see how custom forms, templates, and activities can be used to help you wrestle this bull to the ground. Skill level: Intermediate Track: Applied Epic Target Audience: IT, Operations Presenter: Mike Newsom, W.J. Wheeler Insurance Agency Length: 60 minutes Price: FREE for Applied Client Network Members You must register to access.