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Course

Personal & Commercial Servicing - General

(2575) Client Contracts in Applied Epic


Content Level: Intermediate

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

Products: Applied Epic

Wednesday, October 8, 2025
10:15 AM - 11:15 AM PT
Do you have a fee-for-service contract but don't want to create a "dummy" fee policy in Applied Epic®? Do you provide Loss Control or other non-coverage-related services for clients and need to charge for individual services? Does your client want a stewardship report showing what you have done for them? This session provides solutions to these scenarios. Attend to learn how to create a Client Contract, use itemizations, and track work done for clients.