Using Applied Epic's Internationalization Feature to Serve Clients in English and French
Do you work with a book of business that mixes English and French as their preferred contact language? Applied EpicĀ® is designed to facilitate the interaction between you and your clients based on their preferences, ensuring that you meet clients' expectations and legal obligations. In this session, learn about Applied Epic's International Settings and how they facilitate your client-facing interactions in French or English. This includes Account Views, Reporting, Templates, Proposals, and so much more! This session is geared towards Canadian brokers.
Skill Level: Advanced
Target Audience: Account Manager - Personal Lines/Small Commercial, Account Manager - Medium/Large Commercial; Specialty Lines, Customer Service Rep, Owner/Principal, Accountant, Office Manager, HR Manager, Sales Representative, Marketing Manager/Specialist, Canadian Broker
Presenters: Marie Habib, Sarah Caruso, Jackie Hacala
Length: 60 minutes
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