Skip to main content
Applied Net 2025 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Course

Reporting, Dashboards, and Data Analytics

(2618) Getting the Most Out of the Book of Business Import Tool in Applied Epic


Content Level: Intermediate

Personas: Owner/Principal, Accountant, IT/Operations Manager, Office Manager

Products: Applied Epic, Applied Data Lake

Tuesday, October 7, 2025
10:45 AM - 11:45 AM PT
Join this session to learn how organizations can import their clients and policies to Applied Epic®. This interactive course will demonstrate the process of acquiring, mapping, and cleaning/massaging a sample data set and importing the resulting clients and policies. Common techniques and error resolutions will also be shared. Come learn about this valuable tool, which is great for book purchases, M&A activity and prospect imports.