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Expert Panel

Commercial Lines

(2671) Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever


Content Level: Intermediate

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

Products: Applied Epic, Ivans Download

Tuesday, September 29, 2026
1:00 PM - 2:00 PM East Coast USA Time
Have you tried commercial lines download before and wondered whether it was right for your team? Join this panel to learn the advantages of utilizing commercial lines download, workflow considerations, how to manage items in suspense, and helpful tips and tricks to prepare for download and eDocs, including training the service team on the workflow process. This session will revisit some configuration tips to enhance the experience.

Learning Objectives:

  • Will be scheduled for August 11th. Still waiting on a response from two of the panelists to determine which time will work best.