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Hands-On Lab

Personal & Commercial Servicing - Quoting (US)

(2520) Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines


Content Level: Intermediate

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

Products: Applied Epic, Epic Quotes Personal Lines

Tuesday, October 7, 2025
1:15 PM - 2:15 PM PT
In this session, we will dive into the necessary configuration for Epic Quotes Personal Lines and introduce you to efficient workflow functionalities, including the powerful Live Fill feature. We will also discuss the essentials of credential management at both the admin and user levels. This session will equip you with the knowledge and tools for an optimal Epic Quotes Personal Lines setup. Don't miss out on this opportunity to position your team for success!
Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.