Streamlining Client Collaboration with Indio and Applied Epic for Canada Commercial Lines

Join to learn about the latest innovation for connecting commercial lines workflows between Applied Epic and Indio. This session aims to give you a step-by-step walkthrough of how this new integration allows you to collect or verify application data from insured in Indio and seamlessly send captured risk data from Indio to Epic Forms. See how you can reduce the E&O exposure with manual data re-entry while simultaneously delivering digital customer experiences that boost client satisfaction. This session is geared towards Canadian brokers.

Skill Level: Intermediate
Target Audience: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Marketing Manager/Specialist, Sales Representative, Customer Service Rep, Canadian Broker
Presenters: Amanda Herlehy, Chase Diwik, Danielle Fiola-Robles,
Length: 60 minutes