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Course

Employee Benefits

(2692) Canadian‑Specific Forms: When, Why, and How to Use Them


Content Level: Basic

Personas: Account Manager - Employee Benefits

Products: Applied Epic

Wednesday, September 30, 2026
9:30 AM - 10:30 AM East Coast USA Time
Canadian forms are here! This session will walk through the why and how behind using Canadian-specific forms for Canadian Group Benefits. You’ll learn when to use these forms, how they support compliance and consistency, and how they align with the new UX experience to create a smoother workflow, helping you better understand client needs and manage your overall book of business more effectively.