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Course

Commercial Lines

(2649) Client Contracts in Applied Epic


Content Level: Intermediate

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

Products: Applied Epic

Thursday, October 1, 2026
8:00 AM - 9:00 AM East Coast USA Time
Do you have a fee-for-service contract but don't want to create a "dummy" fee policy in Applied Epic®? Do you provide Loss Control or other non-coverage-related services for clients and need to charge for individual services? Does your client want a stewardship report showing what you have done for them? This session provides solutions to these scenarios. Attend to learn how to create a Client Contract, use itemizations, and track work done for clients.