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Course

Personal & Commercial Servicing - General

Payments & Accounting

(2586) Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Accountant

Products: Applied Epic

Tuesday, October 7, 2025
1:15 PM - 2:15 PM PT

    Presenter(s)

  • Lauren Roberts

    Chief Agency Consultant
    Kite Technology Group

  • Buffy Johnson

    Agency Consultant, Accounting
    Kite Technology Group

    • Applied Representative(s)

  • Jim Zell

    Sr. Solution Specialist
    Applied Systems

You can impact accounting in Applied Epic® even if you're not in that department. During this session, you’ll review important fields for accounting and reports that need to be entered correctly. You’ll also learn how to enter transactions properly and how to read the Transaction screen to efficiently find answers to your accounting questions, such as client payments or carrier payments.