(2601) Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages

Content Level: Intermediate

Personas: Account Manager - Employee Benefits, IT/Operations Manager, Canadian Broker

Products: Applied Epic

Thursday, October 9, 2025

8:00 AM - 9:00 AM PT

Presenter(s)

Ashley Bentham (she/her/hers)

Supervisor, Benefits Analysts and Training & Development, Benefits Consulting
Cowan Insurance Group

Applied Presenter(s)

Burt Tower (he/him/his)

Lead Business Consultant
Applied Systems

Applied Representative(s)

Bala Acharya V. Kanumuri

Director, Product Management
Applied Systems

Are you overwhelmed with the prospect of creating forms for your Canadian Benefits book? This session will help you identify what forms you might generate and give you insight into how to create and configure them in Applied Epic®.

(2601) Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages

Content Level: Intermediate Personas: Account Manager - Employee Benefits, IT/Operations Manager, Canadian Broker Products: Applied Epic

Presenter(s)

Applied Presenter(s)

Applied Representative(s)

Content Level: Intermediate

Personas: Account Manager - Employee Benefits, IT/Operations Manager, Canadian Broker

Products: Applied Epic