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Course

Commercial Lines

(2659) From Lead to Carrier: Streamlining New Business with Applied Epic and Indio


Content Level: Intermediate

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

Products: Applied Epic, Indio

Wednesday, September 30, 2026
9:30 AM - 10:30 AM East Coast USA Time
Indio® renewals are easy, but where do you start with a new prospect? This session dives into the new business lifecycle with Applied Epic® and Indio to answer that common question. The presenter will share best practices for gathering application and schedule data and getting it to carriers quickly. They'll also cover the recommended order of operations for creating new accounts and review how to leverage the bi-directional integration to save time and effort.