Personal & Commercial Servicing - General

(2562) Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates

Content Level: Basic

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Account Manager - Employee Benefits, Accountant, Office Manager, Marketing Manager/Specialist

Products: Applied Epic

This hands-on lab provides experience in maximizing productivity by leveraging customized email and SMS templates and strategic branding in Applied Epic®. Learn to streamline your work process, enhance client communication, and reinforce your brand image. This course is perfect for professionals seeking efficiency in managing large client databases. Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.