Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Accountant
Products: Applied Epic
This session is a continuation of our previous session, “Agency Billing in Epic – Part 1”. In this presentation, we’ll provide a more in-depth look at the different types of transactions you can make at the policy level and additional information related to entering agency bill transactions from the policy screen.
