Introducing ACN Sparks
ACN Updates | Connections Editor | Apr 2 2021
Available exclusively to Applied Client Network (ACN) Advantage members, ACN Sparks are short, educational videos created by members for members as a way to provide quick tips and solutions in a video tutorial format. Each video offers an easy way to quickly answer your questions or learn about a new feature or process.
The latest wave of Spark tutorials are led by Brenda Nevil, of Alliant Insurance Services, Inc., and cover Applied Epic processes. Brenda has worked in the insurance industry for 40 years at both the carrier and agency levels. She was in the role of corporate trainer for more than 17 years with primary focus on automation training (Applied Epic and CSR24) before moving to IT as a project manager working on migrations from Legacy systems to Applied Epic. She has also taught classes using content from The Institutes, and is an active member of the Society of Insurance Trainers and Educators where she served for nine years in various positions on the Board of Directors. Preview Brenda's Spark turorials below!
Applied Epic Line of Business Configuration – This Spark reviews the fields available when configuring a policy line of business in Applied Epic.
Applied Epic Adding a Policy Overview – Learn how to add a policy in Applied Epic with this high-level overview tutorial. This Spark provides a quick review on the fields staff can populate when adding a new policy in Applied Epic.
Applied Epic Policy Add Workflow User Configuration Options – Do you work with a dedicated producer? Is the majority of your business direct bill? Learn how you can set user defaults when adding a policy that prepopulates with several fields of information.
Applied Epic Policy List View – Hear the different ways you can search, filter and sort policy information in the policy list view.
Other Available Sparks
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