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Case Study

Personal & Commercial Servicing - General

(2581) Improving Your Agency’s Efficiency and Retention Using Activities


Content Level: Basic

Personas: Account Manager - Personal Lines/Small Commercial, IT/Operations Manager

Products: Applied Epic

Wednesday, October 8, 2025
12:45 PM - 1:45 PM PT
In this presentation, the presenter will demonstrate how to use Further Actions, Tasks and Work Groups to automate certain processes and even send emails to clients. You will learn how to leverage carrier downloads to kick off certain processes, so you can manage your book without touching every client or policy.