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Course

Personal Lines

(2755) Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency


Content Level: Basic

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

Products: Applied Epic

Tuesday, September 29, 2026
1:00 PM - 2:00 PM East Coast USA Time
In this session, personal lines users will learn how to leverage Applied Epic® Activity Further Actions to streamline and automate everyday workflows. The instructor will walk through real personal lines scenarios, such as automatically triggering follow-up tasks, sending client communications, and updating policy information, to show how Further Actions can reduce manual touchpoints, improve consistency, and save time.