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Course

Core Platform, Automation, and AI

(2625) Template Letter Configuration and Automation Magic


Content Level: Intermediate

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

Products: Applied Epic

Tuesday, September 29, 2026
1:00 PM - 2:00 PM East Coast USA Time
Are you currently spending time and money generating letter templates or requesting a third party to put these letters/emails together for your clientele? In this course, we'll look at optimizing the configuration of template letters/emails and explore automation opportunities to help your staff focus on client needs.