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    Personal & Commercial Servicing - Quoting (CA)

    (2504) Using Applied Epic's Internationalization Feature to Serve Clients in English and French


    Content Level: Advanced

    Personas: Account Manager - Personal Lines/Small Commercial, Account Manager - Medium/Large Commercial; Specialty Lines, Customer Service Rep, Owner/Principal, Accountant, Office Manager, HR Manager, Sales Representative, Marketing Manager/Specialist, Account Manager - Employee Benefits, Canadian Broker

    Products: Applied Epic

    Do you work with a book of business that mixes English and French as their preferred contact language? Applied Epic® is designed to facilitate the interaction between you and your clients based on their preferences, ensuring that you meet clients’ expectations and legal obligations. In this session, learn about Applied Epic's International Settings and how they facilitate your client-facing interactions in French or English. This includes Account Views, Reporting, Templates, Proposals, and so much more! This session is geared towards Canadian brokers.