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Course

Commercial Lines

(2675) Applied Epic Invoicing: It's More than Just a One-Time Premium


Content Level: Intermediate

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

Products: Applied Epic

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time
This session focuses on the tasks front office staff perform when working on transactions, including invoicing premiums, taxes and fees, installments, splitting receivables, multi-payables, viewing transactions, configuring repeatable messages, adjusting commissions, reversing a transaction with an activity performed against it, generating one invoice for multiple policies and invoicing surplus lines taxes and fees for direct placements with non-admitted markets.