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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

    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.