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Course

Personal Lines

(2757) Mastering the Basics of Renewals Manager for Personal Lines


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Office Manager

Products: Applied Epic

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time
This course will teach organizations how to configure the Applied Epic® Renewals Manager to efficiently organize, prioritize, and process personal lines renewals from start to finish. Participants will learn best practices for setting up effective renewal stages, reducing manual rework, and improving efficiency across the team.