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Course

Commercial Lines

(2650) Entering Policies in Applied Epic for Reporting Efficiency


Content Level: Intermediate

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

Products: Applied Epic

Wednesday, September 30, 2026
9:30 AM - 10:30 AM East Coast USA Time
In this course, the presenter discusses how configuration impacts the policy header detail in Applied Epic®. The presenter will also demonstrate how to add a policy screen, discussing each field and its impact on various reports.