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Course

Employee Benefits

(2588) Generating Benefits Templates and Proposals in Applied Epic – Part 1


Content Level: Intermediate

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

Products: Applied Epic

Tuesday, October 7, 2025
2:45 PM - 3:45 PM PT
Are your Benefits users generating Word documents in Applied Epic®? Discover the documents that can make your Benefits business hum, from the BOR letter to a Benefits Guide. You will learn about some of the configuration and data required to make these work, and some skills needed to create these.