(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
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.
