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

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.