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Personal & Commercial Servicing - General

(2610) Client Contracts in Applied Epic


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial

Technology: Applied Epic

Monday, September 9, 2024
1:00 PM – 2:00 PM CST
Do you have a fee-for-service contract but don't want to create a "dummy" fee policy in Applied Epic®? Do you provide Loss Control or other non-coverage-related services for clients and need to charge for individual services? Does your client want a stewardship report showing what you have done for them? This session provides solutions to these scenarios. Attend to learn how to create a Client Contract, use itemizations and track work done for clients.