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Case Study

Financial Management

(2745) From Quote to Bind: A Deep Dive 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

Monday, September 28, 2026
2:30 PM - 3:30 PM East Coast USA Time

    Applied Presenter(s)

  • Cody Stroup

    Lead Implementation Manager
    Applied Systems

    • Applied Representative(s)

  • Jeff Newman

    Lead Business Consultant
    Applied Systems, Illinois

Join an Applied expert 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.