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    Personal & Commercial Servicing - General

    (2585) How to Optimize Commercial Lines Download in Applied Epic


    Content Level: Basic

    Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Marketing Manager/Specialist

    Products: Applied Epic, Ivans

    In this session, we will address how to successfully implement commercial lines download and how to avoid the loss of the underwriting data or other pertinent information when Ivans sends the next carrier download.