Top 5 Applied Epic Webinars to Watch This Week
Technology | Connections Editor | May 1 2018
The Applied Client Network exists to give Applied Systems users the ability to learn from experts and connect with other people using the products. Education is a core pillar of what we do, and it is our top priority to offer the tools and resources insurance professionals need to become more efficient and improve operations with their software. Through our education programs and initiatives, Applied Client Network provides countless opportunities to learn, including more than 50 webinars a year. As part of Applied Epic Week, taking place April 30 – May 4, we wanted to share the most-viewed webinars of the past year. Keep reading to see the webinars you watched the most.
Customizing myEpic Workflows – A Case Study of an Agency that Went Through the Process
Customizing myEpic workflows while keeping agency processes consistent can be a challenge. Having facilitated a staff transition to fully customized myEpic workflows, Collin Passman, IT manager and systems coordinator at The Signature B&B Companies, knows a number of benefits and tips for implementing myEpic workflow customization. In this webinar intended for IT managers or systems coordinators, trainers, principals or owners, Passman describes how to test workflows before rolling them out to the end user and how to train your end users on how to work using the myEpic workflows. He also highlights how he successfully integrated myEpic workflows into employee onboarding. From identifying the right people for your myEpic customization team to maintaining an open stream of communications with all affected parties, Passman walks through best practices every step of the way.
Events, Activities, Tasks and Further Actions in Applied Epic
Make your agency management system more effective with activities, tasks and further actions in Applied Epic. Targeted at accountants or bookkeepers, IT managers or systems coordinators, operations, trainers and customer service representatives, this webinar looks at a number of actions in Applied Epic your staff can take to streamline operations and be more efficient. Insurance agency operations consultant Maureen Boeing offers tips and tricks on how to find information more efficiently, better manage employee workload within the system and more. If you want to increase your ability to effectively service clients and improve client experience, be sure to watch this webinar.
- Making Renewals Work for You in Applied Epic Renewals, the bread and butter of an agency’s operations and revenue stream, are the result of taking the time to build relationships and create positive client touch points. Jason Hoeppner of Anderson-Meyer Insurance, Inc., shows how Applied Epic can support you in the renewals process. Learn how to improve renewal results by updating Applied Epic with accurate information and the proper settings. Add automated renewal steps or additional functionality measures in Applied Epic to allow your staff to spend more time on value-added, client-facing insurance work. This webinar is ideal for IT managers or systems coordinators, operations, trainers, customer service representatives, principals or owners, marketing and producers.
- Developing Your Agency's Workflow in Applied Epic
It’s important to create standard processes across the agency for workflows after your agency transitions to Applied Epic. Presented by Aurora Burg from Kite Technology Group, this webinar teaches Applied Systems users how to write workflows and start creating the procedure manual for your agency. Targeted at IT managers or systems coordinators, operations, trainers, principals or owners, Burg also shares who to include in the discussions, what to consider when writing the workflow and how to implement the new changes.
- Applied Epic Invoicing – It’s More than Just a One-Time Premium
Create successful invoicing in Applied Epic. Led by Brenda Davis, from Alliant Insurance Services Inc., learn more about invoicing taxes, fees, installments, direct-placement taxes and fees, adjustments, accounts receivable templates and more. This webinar is meant for accountants or bookkeepers, trainers and customer service representatives Davis describes Applied Epic invoicing and editing options in depth. Don’t have time to watch to the full webinar? Click here to get a short recap on Connections.
For more Applied Epic User Week content, be sure to check Connections daily. You can also browse social media, forums, and webinars this week for new content and prizes!
Tags: Technology , Applied Epic , Webinars