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Course

Personal & Commercial Servicing - General

(2554) Discover the Power of Client Contracts in Boosting Your Organization's Success


Content Level: Basic

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

Products: Applied Epic

Wednesday, October 8, 2025
2:15 PM - 3:15 PM PT
In this insightful course, you will delve into a comprehensive review of Client Contract Services. You will gain an in-depth understanding of the fee-for-service offerings that agencies often promote. You will also delve into how to use these offerings to track expenses for stewardship reporting.