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Course

Personal & Commercial Servicing - Mobile

(2602) Configurations for a User-Friendly Applied Epic and Applied CSR24


Content Level: Intermediate

Personas: IT/Operations Manager

Products: Applied CSR24, Applied Epic

Tuesday, October 7, 2025
2:45 PM - 3:45 PM PT
The Applied CSR24® self-service portal provides clients direct access to the information in Applied Epic®. The ease of use of your client portal begins with how you have configured Applied Epic. In this class, your peer will share how their agency configured Applied Epic and Applied CSR24 for agency consistency and ease of use for their clients and staff.