Assoc. Dir. Agency Business Application Data Acrisure LLC
The Book of Business Import tool for Applied EpicĀ® lets agencies import their clients and policies in-house. This process can be faster than a full data conversion and works well for book purchases, mergers and acquisitions, and prospect imports. The Client and Policy Import tool also gives the agency full control of the client and policy header data so data can be mapped, cleaned and adjusted to the desired outcome. This interactive course will demonstrate the process of acquiring, mapping and cleaning/massaging a sample data set and how to import the resulting clients and policies. This course will also teach you common techniques and error resolutions.