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Course

Commercial Lines

(2672) Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows


Content Level: Basic

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

Products: Applied Epic

Monday, September 28, 2026
1:00 PM - 2:00 PM East Coast USA Time
Looking for ways to automate workflows and improve efficiencies? Join this session to learn how Activity Further Actions and Epic Activity Report Marketing Options can work for you by automating workflow steps to maximize efficiencies, mitigate risk of E&O, reduce training time, and improve client experience.