(2722) Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat)

Content Level: Basic

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Account Manager - Employee Benefits, Accountant, Office Manager, Marketing Manager/Specialist

Products: Applied Epic

Thursday, October 9, 2025

8:00 AM - 9:00 AM PT

Applied Presenter(s)

Mercy Ruiz (she/her/hers)

Product Instructor
Applied Systems

Applied Representative(s)

Allison Haag

Manager, Onboarding & Success Services
Applied Systems

This hands-on lab provides experience in maximizing productivity by leveraging customized email and SMS templates and strategic branding in Applied Epic®. Learn to streamline your work process, enhance client communication, and reinforce your brand image. This course is perfect for professionals seeking efficiency in managing large client databases. Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.