Using Applied Epic Premium Fields for Your Book Of Business Report
Annualized, billed, estimated, oh my! With so many premium and commission fields, how do you know which one to use in your Applied Epic® Book of Business reports? There is more to it than the correct report. As they say, garbage in, garbage out. Attend this session to learn how to use the Applied Epic premium fields properly within your workflows and configuration for the best results in all your reporting needs.
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Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance
Attend this case study to learn how one agency used Applied Epic® Reports to ensure their CSR’s workloads were balanced. The presenter will share how they measured their CSR’s productivity and the changes they made based on what they found.
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