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Hands-On Lab

Personal & Commercial Servicing - General

(2552) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates


Content Level: Basic

Personas: Office Manager, IT/Operations Manager, Marketing Manager/Specialist

Products: Applied Epic

Wednesday, October 8, 2025
10:15 AM - 11:15 AM PT
This course will guide you to effectively create and edit Applied Epic summaries of insurance templates, focusing on enhancing productivity and accuracy. You will then be taught how to personalize templates according to their specific insurance requirements. 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.