A formal quality assurance program is important to any agency that wants to maximize their utilization of the Applied TAM system. This course will cover ways to implement a quality assurance program built upon a written procedures manual that will work in the real world, not just in theory.

How do you determine who should be your agency management system data steward? Learn practical guidelines for selecting your data steward.

In this course, the presenter discusses configuration impacting the policy header detail in Applied Epic. The presenter will demonstrate how to add a policy screen, discussing each field and how it impacts various reports.

Join C.J. Nolan, President and CEO of Munn Insurance in this session to learn techniques to define, drive and manage leads for Profitable Growth in the commoditized Personal Line insurance space using Applied WebRater and Applied Rating Services (Canada).

Attend this session to learn how to ensure employees are being consistent with workflows put in place. The presenter discusses how to implement Quality Control Audits in Applied Epic and shares information about the Quality Control program that her agency put in place for the region. The presenter also discusses the seven categories that she audits along with how to create criteria that can be used with all employees based on the workflow that is in place. A rewards program for the employees was put into place for employees that have above average and an Applied Epic Probation Program for those employees that scored below satisfactory. The end result was huge improvements across the board with workflows being followed consistently and the system being utilized and managed accordingly.

This case study follows an agency that found the standard Applied Epic opportunity reports to be insufficient. In this session you will learn how this agency was able to customize the Applied Epic reports without the use of the Bulk Data Extract tool or manually manipulating data in Microsoft Excel. After making extensive changes to the report layouts this agency was able to report out both producer progress and producer goals for a number of critical metrics, including: year to date revenue, average account size, appointments completed, proposals completed. In addition hit ratios at every step of the sales process are tracked.

How can we have all CSRs in the same simple workflow that is measurable? How do we reward and/or stick it to CSRs for helping their retention of customers. CSRs need to know how to use Applied TAM for all the processes needed to be proactive not reactive, retaining customer loyalty. Come for some ideas that may be new and refresh your CSR staff.

In this session, the presenter discusses the importance of completeness, accuracy and accessibility of client data in Applied Epic to avoid potential Errors & Omissions incidents.

Hiring is one of the most difficult, yet most important tasks a manager or business owner will face. We’ve all hired someone who did great in their interview, only to have their evil twin appear just a short time later. The continued growth and success of your organization depends on making smart choices and hiring the best. The Art of Hiring Smart will give you a plan for recruiting success and reduce your chances of employee turnover.

Learn more than 100 tips and techniques for using Applied Epic. The presenter focuses on Servicing tips in Home Base, Locate and Accounts. This session uncovers many useful tips to help with navigation and learning features of Applied Epic you may have missed.