-

Identify key functionality within the Applied Epic Report Layout Editor, Discuss how to use the Applied Epic Report Layout Editor most efficiently

Renewals are the bread and butter of your agency’s operations and revenue stream. They are the time to build relationships through positive client touch points, update Epic with accurate information, and round out accounts. When you set Epic to prompt staff to conduct thorough account reviews, your renewal results will be better. And automating renewal steps or supporting them with Epic functionality allows staff to spend more time on value-added, client-facing insurance work.

Interested in learning more about Applied Marketing Automation? We will begin this webinar with why marketing automation is important, show a product overview, and then dive into a case study from Schneider & Associates Insurance Agency that will showcase the benefits of adoption.

Have you ever wanted to centralize processes such as changes, issuing certificates or other proofs of coverage and pulling MVRs? If so, you should consider using a central email address and work groups in Applied Epic. This session will help you figure out if work groups and shared inboxes are right for you and your organization. In addition, you’ll learn how to best implement the new process.

Is your agency doing everything it can to speed up receivables? Faster payments allow you more time to focus on your business, and less time chasing down late payers. In order to do this, you must provide your insureds with the right tools to make the payment process a breeze. Want to Learn More? ePayPolicy is here to give you tips and tricks on speeding up receivables. Live demo included!

In this panel, your peers will share which reports they run in Applied Epic, how often they run the reports, how the reports are delivered and what the reports are used for.

Demystifying, understanding, deciphering, clarifying and explaining are all things we will do in this course as it relates to the Month-End Journal Entry (MJE). MJE is a critical component of the Applied Epic accounting system. Do you know where your money is moving and why it is moving where it is moving to? We start by demystifying the Accounting Method choices in Applied Epic. We then learn how to decipher the MJE created by those choices. Finally, we explain what to do with the MJE and clarify how to manage it.

Learn about the different audit reports for all departments and roles, along with the concepts behind the reports.

Join ACN members for a special executive panel discussion with Applied Systems Executives, Taylor Rhodes (Chief Executive Officer) Trevor Bunker (Chief Customer Officer), Michael Howe (Chief Product Officer), Rich Belanger (Chief Technology Officer) to learn more about what’s happening right now at Applied Systems and the top-of-mind questions from ACN members.