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Personal & Commercial Servicing - General

(2606) How to Complete a Personal Lines Account Review in Applied Epic


Content Level: Intermediate

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

Technology: Applied Epic

Thursday, September 12, 2024
9:45 AM – 10:45 AM CST
How do you do an account review with personal lines clients each year? Attend this case study to hear one agency discuss the reports they run, the tasks they have assigned, the process, and how the conversations sound.