Applied Epic 2014 General Release Training

In this session, we will provide you with an introduction to the features that comprise the system administration and configuration of Applied Epic 2014. We also will provide you with guidance on additional available classes based on your system areas of interest. As some new features have their own configuration settings, we will direct you toward the classes covering these topics during this session.

Target Audience: System Administrators and Management

The System & Configuration Updates Part I session includes a review of password management and System Locks changes. You'll also see how the process to manage and edit Microsoft Word and Excel files has improved.

Target Audience: System Administrators and Management

The System & Configuration Updates Part II will show you the updates to ACORD and CSIO policy applications and forms, as well as new forms, to ensure you stay current with state and provincial regulations. The session also will review updates made to policy actions such as the "Issue/Not Issue" function and its corresponding system events.

Target Audience: System Administrators and Management

The purpose of this session is to provide you with an overview of Applied Epic's new Benefits capabilities. We will demonstrate the features available for tracking your benefits business, as well as guide you to additional benefits-specific classes based on your roles and responsibilities.

Target Audience: CSRs, Producers, System Administrators, Management and Accounting

We have added a number of new servicing features that will greatly enhance your business tracking and policy management for your benefits business. In this session, we will demonstrate how to configure these new features, which include: Adding Client Contracts and Services Codes, Document View setup, and Transaction Code configuration for Service Fees.

Target Audience: System Administrators and Management

This session is for staff members who process your Benefits business on a daily basis. We will show you how to track services rendered and how to transact and invoice those services. We also will demonstrate how to import a census and deliver that information as output on a proposal. We will introduce new activities to help you manage your workload and better serve your clients.

Target Audience: CSRs, Producers and Management

This session covers a new report, the Commission Variance Report, and updates to existing reports for your Benefits business in Applied Epic. Updates include additional criteria and layout options to specific reports in the Transaction Group.

Target Audience: System Administrators, Management and Accounting

This session will provide you with an overview of the new myEpic feature. We will demonstrate the new myEpic workflows from start to finish, as well as guide you to additional classes based on your roles and responsibilities.

Target Audience: CSRs, Producers, System Administrators, Management, Accounting

In this session, we will show you how to configure myEpic and discuss the workflow security settings. myEpic workflows provide you with two reports you can run to track completed work: Workflow Tracking and Workstep Tracking.

Target Audience: System Administrators and Management

In this session, you will learn how to complete myEpic workflows, which will streamline your processes. We also will demonstrate how to suspend workflows for later completion, as well as how to reassign a workflow to another person.

Target Audience: CSRs, Producers, System Administrators, Management, Accounting

In this session, we will show you how the New Servicing Features, including specific configurations, policy setup, and reports, allows you to better manage your P&C business. This session is an introductory class, and we will guide you to additional classes.

Target Audience: CSRs, Producers, System Administrators, Management, Accounting

In this session, we will demonstrate new features that will greatly enhance your business tracking and policy management. New features include: Adding Client Contracts and Services Codes, Document View setup, and Transaction Code configuration for Service Fees.

Target Audience: System Administrators and Management

In this session, you will learn how to add services, policies, and associated invoices to client accounts. We will show you how to import a schedule of risks and deliver that information as output on a proposal. We also will demonstrate new activities to help you manage your workload and better serve your clients.

Target Audience: CSRs, Producers & Management

This session covers a new report, the Commission Variance Report, and updates to existing reports for your P&C business in Applied Epic. Updates include additional criteria and layout options to specific reports in the Transaction Group.

Target Audience: System Administrators, Management and Accounting

In Accounting Updates Part I, we will be discussing how to transfer balances between clients' accounts. We'll also walk you through processing late charges for past due balances.

Target Audience: Accounting, System Administrators and Management

In Accounting Updates Part II, we will demonstrate updates to the Security and Accounting System Settings. Further, we will show you the new Foreign Account Tax Compliance Act (FATCA) tracking in the system. Lastly, we will show you how to import company statements for automatic reconciliations.

Target Audience: Accounting, System Administrators and Management