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Employee Benefits

(2400) Whether to Package or Not Package Benefits Policies


Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Employee Benefits

Technology: Applied Epic

Wednesday, September 11, 2024
2:00 PM – 3:00 PM CST
Unlike commercial lines, you can package Employee Benefits policies with the same carrier, effective date, and policy number. Join this session to evaluate whether monoline policies or packages are best for your Employee Benefits book and learn the downstream impacts of each option. Walk through the step-by-step setup for Employee Benefits packages in Applied Epic®, including recommended fields to enter, how to calculate estimated premiums and commissions, and how to make changes to lines within an issued package. Also, learn best practices for transitioning from monoline policies to packages at renewal.