Do you wish you could restart your Accounting in Applied Epic? Need a do-over? Want to take a Mulligan? In this session, we show you how to get accounting balances back to a zero starting point in order to begin using Applied Epic accounting efficiently.

This session addresses the top ten underutilized options on the Quick Access Toolbar (QAT) of Microsoft Word and encourages the end user to utilize its capabilities. The presenter offers ideas on assisting the end user in customizing not only Word’s Quick Access Toolbar but exploring any Microsoft Office product’s Quick Access Toolbar.

Learn when, why and how to give meaningful feedback. Additionally, discuss openness to receiving feedback, why it's important and how to do it.

Wondering how you and/or your team can be more productive? Having trouble managing your time? Productivity and time management go hand in hand, just do a quick search and you will yield thousands of results with tips and hacks. So why hasn’t everyone caught on and become a master time managing productivity guru? In this session you will learn to understand your personal behavioral traits and how you can leverage them to better manage your time and achieve your productivity goals.

Come to this session to learn how you can build a custom calculator for Benefits in Applied Epic. • Identify and evaluate the common issues users are experiencing while working with policies and calculating Employee Benefits commission in Epic. • Demonstrate the custom solution that was created by Assurance to fulfill the need for calculating more complex commission schedules on Employee Benefits policies. • Describe the needs analysis process involved in the development of an EB Commission Calculator • List the steps involved in the development process of an EB Commission Calculator

This session introduces users to Applied Epic accounting workflows covering the basic accounting functions. -Apply configuration options to daily accounting workflows in Epic -Design time saving methods with recurring and default entries -Apply options to produce reports with desired output

Hear directly from your peer about their experiences utilizing Applied Analytics and how it has benefited their agency. -Learn from your peer on their experience utilizing Applied Analytics. -Learn how they use data to drive their business decisions.

This session is designed to help users understand the various options that the Utilities area of Applied TAM provides to set up your accounting system and perform other functions related to the General Ledger.

When a 'canned' Applied TAM report doesn't let you get to the data that you want, then it's time to try the Applied TAM Reports Search. Searches allow you to access almost any piece of data entered anywhere within the Applied TAM system and output that information into a wide variety of formats for further manipulation and refinement. Attendees will leave this session with a clear understanding of what Applied TAM Report Searches are capable of and enough understanding of the mechanics of the Search process to go back to their offices and begin experimenting.

This session will focus exclusively on the subject of User Options and the corresponding configuration in Applied Epic. Topics to be covered include: customizing Homebase, selecting Quicklinks, and defining Field Defaults to maximize efficiencies for the end user.