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Course

Personal & Commercial Servicing - General

Payments & Accounting

(2573) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial

Products: Applied Epic

Tuesday, October 7, 2025
10:45 AM - 11:45 AM PT
You're new to Applied Epic® and have begun creating invoices, now what? When you look at the Transaction screen, do you wonder what you're looking at? How do you easily identify transactions for specific policies? What kind of information are you seeing in each column? What other Transaction codes should you expect to see? Join this session as we take a look at the basics of the Transaction screen in Applied Epic.