In Part 2 of this 3-part series, we will focus on configuration. During this Applied Epic tips and techniques series, you will learn tips and techniques for using Applied Epic in your everyday workflows. From servicing and accounting to reporting and administration, this session uncovers many useful Applied Epic tips and techniques.

This session will walk through the forecasting and budgeting process so that attendees can begin planning and monitoring for their future financial operations. We will gather information from Applied Epic to create a financial forecast. We will import this data in Applied Epic to producer financial reports to track and measure our results against a budget.

Depending on how your Applied TAM system is set up, you can run the report: Commissions due Producers. However, many agencies decide to pay their producers via a validation schedule; via a True Up (or commission draw). This course will cover: 1. Determining a Producer's book of business; 2. Deciding on an acceptable renewal/retention rate; 3. Choosing a salary that supports these documents; 4. a method of True-up so that producers can collect on overages each Quarter end; 5. Allowing for NB payment up front & procedure for accounting for it within the Commissions due Producers report.

In Part 1 of this 3-part series, we will focus on the Home Screen. During this series, you will learn tips and techniques for using Applied Epic in your everyday workflows. From servicing and accounting to reporting and administration, this session uncovers many useful Applied Epic tips and techniques.

With everyone looking at ratings and reviews for restaurants, hotels, products and just about every purchase they make. Has your agency done anything to be a part of that conversation? Discuss how and why reviews are good and what effects they have on your SEO. How do you get them and what happens if you get a negative one. Do you need special software or consultants or is there something you can do internally to boost your ratings.

Do you have an Individual Health Insurance or Medicare book of business? How are you handling it in Applied Epic? What systems have you developed to run a lean, efficient operation that allows you to renew every policy during a short window each fall? Come see how custom forms, templates, and activities can be used to help you wrestle this bull to the ground.

What steps do I need to take in order to confirm that my migration has progressed sufficiently over the past year in terms of accounting?

Do you want to elevate your skills as a virtual trainer? This class focuses on three things you can learn quickly, remember easily and apply immediately to make your virtual training soar!

Reports are the backbone of any agency. Reports let you know not only how your agency is doing, but in what direction it is going. They will also tell you if your data is correct and how your staff is doing. This session will discuss a few ways reports can help audit your system to make sure your information has integrity and tell you what is going on in your agency.

Is your team still working remote? Join this program to gain insights on how to monitor what they are doing.