Assoc. Dir. Agency Business Application Data Acrisure LLC
The Bulk Policy Renewal utility in Applied Epic® allows agencies to renew large quantities of policies, including associated Service Contracts. Agents can configure the tool to generate transactions and invoices automatically. Agents can also use the tool for large programs or affinity groups with a common renewal date. In this interactive course, you'll learn how to identify and extract the target policy, make any renewal increase/decrease adjustments and process a bulk renewal. You’ll also see a demo of the automatic transaction/invoice component.