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Course

Personal & Commercial Servicing - General

Personal & Commercial Servicing - Quoting (US)

(2577) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages


Content Level: Intermediate

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

Products: Applied Epic

Monday, October 6, 2025
1:00 PM - 2:00 PM PT

    Presenter(s)

  • Jayme L. Moreno, AVP

    AVP, Learning & Development Partner
    Alliant Insurance Services, Inc.

  • Cj Webberley

    First Vice President, Compliance Manager
    Alliant Insurance Services, Inc.

    • Applied Representative(s)

  • Glenn Wharton

    Senior Product Instructor
    Applied Systems

This course offers an in-depth exploration of the entire new and renewal business process. Designed for producers and service teams, this session provides a comprehensive understanding of the extensive workflows involved in marketing new and renewal business from start to finish. We’ll review the entire process using a Risk Assessment, Epic Activities, and Tasks within Activities, and touch on the Marketing Module. This course will provide the tools to effectively market policies through consistent workflows and using Applied Epic’s functionality.