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Hands-On Lab

Personal Lines

(2760) Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates


Content Level: Basic

Personas: IT/Operations Manager, Office Manager, Marketing Manager/Specialist, Account Manager - Personal Lines/Small Commercial, Customer Service Rep, Owner/Principal

Products: Applied Epic

Monday, September 28, 2026
11:00 AM - 12:00 PM East Coast USA Time
In this interactive hands-on lab, you’ll learn how to use Applied Epic® Templates to create clear, consistent, and repeatable communications for your clients. The instructor will show you how to build dynamic letter and email templates that streamline, standardize, and optimize client outreach while reducing staff effort.

Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.

Learning Objectives:

  • Monday, July 27 2026 @2:00pm Central