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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

    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.