Quick Tip: Applied Epic Unique Report - Agency Billed Activity and Servicing Detail Audit

Watch this quick tutorial video on how to set up a report to automatically generate an activity for agency billed policies. Also, it will cover how to set up a report that audits the servicing roles for accounts and policies, by Hannah Jacobs, Hartland Insurance Agency, Inc.

Key:

Complete
Failed
Available
Locked
ACN Spark: Unique Report - Agency Billed Activity and Servicing Detail Audit