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Case Study

Personal Lines

(2748) 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

Tuesday, September 29, 2026
10:30 AM - 11:30 AM East Coast USA Time
In this presentation, an agent 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 having to touch every client or policy.