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Course

Personal & Commercial Servicing - General

Payments & Accounting

(2576) Applied Epic Invoicing: It's More than Just a One-Time Premium


Content Level: Intermediate

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

Products: Applied Epic

Wednesday, October 8, 2025
3:45 PM - 4:45 PM PT
This session focuses on the tasks front office staff perform when working on transactions, including invoicing premiums, taxes and fees, installments, splitting receivables, multi-payables, viewing transactions, configuring repeatable messages, adjusting commissions, reversing a transaction with an activity performed against it, generating one invoice for multiple policies and invoicing surplus lines taxes and fees for direct-placements with non-admitted markets.