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Course

Employee Benefits

(2598) Managing Benefits Carriers in Applied Epic


Content Level: Intermediate

Personas: Account Manager - Employee Benefits, Accountant, IT/Operations Manager

Products: Applied Epic

Wednesday, October 8, 2025
10:15 AM - 11:15 AM PT
Explore how to successfully maintain all your carrier data in Applied Epic® and why this is important. We will dive into how carrier contacts work across Applied Epic and Applied Benefits Designer™, how to configure different carrier commission agreements, when to use activities with carriers, and how to store all the resources your carriers provide that aren’t client-specific.