Personal & Commercial Servicing - Quoting (US)

(2516) Managing Commercial Lines Renewals Across Applied Products

Content Level: Basic

Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Marketing Manager/Specialist, Sales Representative, Carrier - Product/Underwriting Manager, Carrier - Marketing Representative

Products: Applied Epic, Indio, Applied CSR24

Attend this lecture to learn how Applied Epic® and integrated solutions like Indio® and Epic Quotes Commercial Lines can improve efficiency across the renewal lifecycle. Understand how these solutions can collaborate to help commercial lines team members streamline tasks like customer communication, quoting, and digital submissions. This session is indispensable for anyone seeking to use technology in their day-to-day operations to be more efficient.