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Course

Financial Management

(2741) Revenue Status on Policies Is Here! What It Is and How to Use It


Content Level: Intermediate

Personas: Accountant, Owner/Principal

Products: Applied Epic

Monday, September 28, 2026
1:00 PM - 2:00 PM East Coast USA Time
Agencies have long wanted the ability to identify new and renewal revenue for their commissions and reports. Applied® heard you! Revenue Status in Applied Epic® enables your teams to define specific dates for new and renewal revenue by policy. From there, you can set up commission agreements and reporting. Come hear about this new 2026 feature and what it can do for you.