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Course

Employee Benefits

(2599) Best Practices for Managing Benefits Servicing Workflows in Epic


Content Level: Basic

Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, Sales Representative, IT/Operations Manager

Products: Applied Epic

Wednesday, October 8, 2025
2:15 PM - 3:15 PM PT

    Presenter(s)

  • KD

    Katie Dugan

    Business Applications Consultant
    Hylant

    • Applied Presenter(s)

  • Burt Tower (he/him/his)

    Lead Business Consultant
    Applied Systems

    • Applied Representative(s)

  • Tom Lind

    Senior Product Manager, Employee Benefits
    Applied Systems

Outside of renewals, servicing clients is likely how staff spend most of their time. This course will dive into best practices for tracking some of those most common services, such as managing enrollments, claims advocacy, answering billing questions, and providing HR and compliance services in Applied Epic®. You will also learn how to effectively use activities and run stewardship reports to demonstrate this value to your clients.