Skip to main content
Applied Net 2026 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Course

Core Platform, Automation, and AI

(2628) Applied Epic Tips and Tricks – Servicing


Content Level: Basic

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

Products: Applied Epic

Tuesday, September 29, 2026
1:00 PM - 2:00 PM East Coast USA Time
In Part 1 of this two-part series, the presenter will cover the servicing areas of Applied Epic®, including Home, Accounts, Locate and Policies. During Part 1, the presenter will focus on providing tips for anyone to use Applied Epic more efficiently and consistently. You will learn more than 100 tips and tricks for using Applied Epic in your everyday workflows.