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Case Study

Commercial Lines

(2648) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages


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
11:00 AM - 12:00 PM East Coast USA Time
This course offers an in-depth exploration of the entire new and renewal business process in Applied Epic®. Designed for marketing and service teams, it provides a comprehensive understanding of the extensive workflows involved in marketing new and renewal business from start to finish. The presenter will review the entire process, including a Risk Assessment, Epic Activities and Tasks within Activities and will touch on the Marketing Module. This course will provide you with the tools to effectively market policies through consistent workflows and the use of Applied Epic functions.