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Personal & Commercial Servicing - Quoting

(2603) Using the New Applied Epic Policy Forms for Canada Commercial Lines


Content Level: Intermediate

Personas: IT/Operations Manager, Owner/Principal

Technology: Applied Epic

Tuesday, September 10, 2024
1:00 PM – 2:00 PM CST
Attend this session to learn how to use the new forms in Applied Epic® to capture policy data for Canada Commercial lines of business like Property, Liability, and Umbrella. See the latest tool for modifying forms in action and understand the possibilities with data once captured in Epic. This session is best suited for admins and other commercial lines users responsible for configuring forms for the agency.