(2587) Enhancing Efficiency with Renewals Manager for Employee Benefits

Do you track renewals and renewal decisions outside of Applied Epic®? Learn how to use Renewals Manager to replace expiration reports and to track the renewal process. You will learn how to use Renewals Manager during service team meetings and filter Renewals Manager for requesting renewals from insurance companies. We will discuss different renewal stage statuses, best practices for using them, and how many statuses are too many.