Skip to main content
Applied Net 2026 Main banner

    Case Study

    Financial Management

    (2745) From Quote to Bind: A Case Study in Agency Bill


    Content Level: Basic

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

    Products: Applied Epic, Applied Pay

    Join a fellow agent to review the lifecycle of an agency-billed policy from an accounting perspective. They'll deep-dive into a single basic policy and go through the steps to set it up in Applied Epic®, bill it, collect it, and pay the carrier. During the trip, they'll talk about ways new advances may help make the process easier and more accurate.