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Client Servicing Commercial Lines (Canada)

This track provides commercial lines servicing staff members with the core knowledge required to use Applied Epic as part of everyday activities. This track is applicable to brokerages in Canada as it uses CSIO forms throughout and workflows appropriate for the Canadian market.

It is recommended that you review the General Foundation Courses before taking any courses that apply to your particular position. At minimum, each individual should take ESG100 Home Base, ESG200 Activities, ESG300 Attachments, and ESG500 Accounts and Contacts. If your organization utilizes myEpic, ESG400 myEpic Servicing is also recommended.

Click the link to review a comprehensive list of all Applied Epic live courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily Monday through Friday from 8:30 AM - 9:30 AM CT, and from 3:30 PM - 4:30 PM CT.

All times listed in Applied University and on the training schedule are Central Time.
If a live course (excluding Office Hours) has no registrants 24 hours prior to the start of the session, registration will be closed.

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Courses

These are the courses for the Client Servicing track:

Course #	Course Name	Objectives	Live	Recorded	Time	Materials
ESG100	Home Base	Navigate Home Base Locate Accounts in Epic View Client Detail Customize and Filter Lists Utilize the Help File and Online Chat	Register	Launch	48	PDF
ESG200	Activities	Identify the Need for activities Access Activities Throughout Applied Epic Determine if an Activity Needs to be Logged Add an Activity Manage Activities through Notes and Further Actions	Register	Launch	47	PDF
ESG300	Attachments	Insert Files and Emails Utilize Scanning Options Customize the Attachments List	Register	Launch	59	PDF
ESG350	Introduction to the Distribution Manager	Understand Distribution Manager Use the Common Distribution Manager Features		Launch	18
ESG351	Local and Distributed Email Explained	Understand When Epic Email Flows Through Local Email Evaluate When Distributed Email Flows Through Epic Servers		Launch	28
ESG400	myEpic Servicing	Using myEpic Workflows Suspending and Discontinuing myEpic Workflows	Register	Launch	21	PDF
ESG500	Accounts & Contacts	Add a Client Account Manage a Client's Contact Record Change Client Account Status and Client Type	Register	Launch	42	PDF
ESG600	Service Contracts	Track Value Added Services with Client Contracts Associate Services Related to Policies Add and Update Itemizations Record Time and Cost for Each Itemization	Register	Launch	18	PDF
ESCC100	Adding Policies I	Add a New Policy Using a Custom Form Submit the Custom Application Process the Policy as Issued by the Carrier	Register	Launch	67	PDF
ESCC200	Adding Policies II	Delete a Policy Print and and Review an Application Identify and Understand the Common Screens Used Within Policies Renew and Update an Application	Register	Launch	22	PDF
ESCC300	Marketing Policies I	Create a Master Marketing Submission Add a Carrier Submission	Register	Launch	36	PDF
ESCC400	Marketing Policies II	Manage Carrier Submissions Update Marketed Policies	Register	Launch	40	PDF
ESCC500	Servicing Policies I	Endorse a Policy Manage Proofs of Insurance	Register	Launch	38	PDF
ESCC600	Servicing Policies II	Utilize Service Summary Rows Process a Cancellation Issue a Renewal	Register	Launch	25	PDF
ESG700	Claims	Enter a New Claim Edit an Existing Claim	Register	Launch	27	PDF
ESG800	Transactions	Add Transactions Manage Invoices and Corrections Financing Transactions, Installments, and Transacting Services Print Receipt for Payments	Register	Launch	43	PDF

Interactive Tutorials

These are the interactive tutorials for the Client Servicing track. Click the links to launch the lessons.

Lesson #	Lesson Name	Time
ESG000 - Epic Basics
ESG001	Login	6
ESG002	Single Sign On	3
ESG100 - Home Base
ESG101	Home Base	12
ESG102	Lists	7
ESG103	Print a Barcode	5
ESG104	Print a Blank CSIO Form	1
ESG105	View Other Employees' Activities	6
ESG106	Print a Receipt for Payment	3
ESG107	Using Sticky Notes	5
ESG108	Manage Activities and Tasks from Home Base	3
ESG109	Locate an Account	5
ESG110	Client Detail	3
ESG111	Inactivate/Reactivate an Account	5
ESG112	Add a Relationship to an Account	4
ESG113	Using Quicklinks	4
ESG114	Site ID	3
ESG115	Using Import Prospects	7
ESG116	Using Notifications	3
ESG117	Configurable Required Fields	2
ESG200 - Activities
ESG201	Add an Activity	5
ESG202	Add an Activity with Tasks	12
ESG203	Add an Activity Note	5
ESG204	Close an Activity	4
ESG205	Reopen/View/Edit Activities	7
ESG206	Close an Activity with Tasks	10
ESG207	Drill Down	4
ESG208	View all Activity Notes	2
ESG300 - Attachments
ESG301	Edit Attachment Details	2
ESG302	Move an Attachment to Another Account	5
ESG303	Delete an Attachment	1
ESG304	Attach an Existing File	3
ESG305	Acquire and Attach an Image	4
ESG306	Process Unrouted Attachments	5
ESG307	Send Attachment Via Email	4
ESG308	Add New Document Using a Template	6
ESG309	Scanned Signatures	3
ESG310	Compose an Email Message	5
ESG311	Add an Attachment to an Email	5
ESG312	Reply to an Email Message	3
ESG313	Forward an Email Message	5
ESG314	Front End Scanning From Home Base	4
ESG315	Back End Scanning From Home Base	6
ESG316	Move Attachments Through Utilities	4
ESG317	Batch Scan Import	3
ESG400 - myEpic Servicing
ESG402	Overseeing myEpic Workflows	7
ESG500 - Accounts & Contacts
ESG501	Add an Account	4
ESG502	Change Client Type	2
ESG503	Add a Contact	3
ESG504	Contact Detail - Individual	6
ESG505	Contact Detail - Business	6
ESG506	Change Contact Category	5
ESG507	Change Primary Contact	1
ESG508	Delete a Contact	3
ESG509	Transfer Policy App Info to Contact Detail	4
ESG510	Change Main Business Contact	2
ESG511	Import/Export Contacts	4
ESG512	Adding a Client Contracts Service	4
ESG513	Reopen a Client Contracts Service	3
ESG514	Renew a Client Contracts Service	3
ESCC100 - Adding Policies I
ESCC101	Add a Monoline Policy	7
ESCC102	Add a Line of Business	5
ESCC103	Submit an Application	4
ESCC104	Update Policy Status to Submitted	5
ESCC105	Change Effective/Expiration Dates	3
ESCC106	Issue an Application	5
ESCC107	Add a Multi-Carrier Policy	5
ESCC108	ACORD 501 Surety Report of Execution	4
ESCC200 - Adding Policies II
ESCC201	Print an Application	4
ESCC202	Delete a Policy	3
ESCC203	Delete a Line of Business	6
ESCC204	Edit/View Policy Detail	5
ESCC205	Renew a Policy	3
ESCC206	Summary of Insurance	2
ESCC207	Using Supplemental Screens	2
ESCC208	Copy an Application	3
ESCC300 - Marketing Policies I
ESCC301	Add Master Marketing Submission	5
ESCC302	Process Carrier Submission	5
ESCC303	Print a Master Marketing Submission	2
ESCC304	Print Carrier Submission	1
ESCC305	Master Marketing Renewal Submission with a new LOB	5
ESCC306	Marketed Policy Submission through Real-Time	3
ESCC400 - Marketing Policies II
ESCC451	Create Carrier Response and Update Status	4
ESCC452	Add a Client Response	3
ESCC453	Move Marketed Lines to Current Policy	3
ESCC454	Remarket a Policy	3
ESCC500 - Servicing Policies I
ESCC501	Endorse Existing Line	2
ESCC502	Add a Line Mid-Term	4
ESCC503	Submit a Change Request	3
ESCC504	Print a Change Request	2
ESCC505	Issue a Change Request	2
ESCC506	Change Line Issuing Location	4
ESCC507	Issue Auto ID Cards	3
ESCC508	Add a Binder	4
ESCC509	Issue a Binder	4
ESCC510	Edit/View a Binder	2
ESCC511	Print a Binder	3
ESCC512	Extend a Binder	3
ESCC513	Close a Binder	2
ESCC514	Delete a Binder	2
ESCC515	Add an Evidence	5
ESCC516	Issue an Evidence	10
ESCC517	View/Edit an Evidence of Property	3
ESCC518	Delete an Evidence of Property	1
ESCC519	Add a Certificate - New Holders	4
ESCC520	Issue a Certificate	3
ESCC521	View/Edit a Certificate	3
ESCC522	Print a Certificate	2
ESCC523	Delete a Certificate	1
ESCC524	Renew a Certificate	5
ESCC525	Add a Certificate - Default Holders	4
ESCC526	Print an Evidence of Property	2
ESCC527	Renew an Evidence of Property	3
ESCC528	Add an Attachment to a Certificate	3
ESCC529	Remove a Holder from a Certificate	2
ESCC530	Import/Export Holders	5
ESCC531	Send PDF Files to Drive	5
ESCC532	Print Holder List	2
ESCC533	Update Holder Attachments	4
ESCC534	Issue Multiple Binders	2
ESCC535	Print an Additional Interest List	2
ESCC536	Import/Export Additional Interests	4
ESCC537	Binder Review Process	4
ESCC538	Add an Intermodal Interchange Certificate	3
ESCC539	Change Service Summary Description	3
ESCC600 - Servicing Policies II
ESCC601	Delete Service Summary Row	4
ESCC602	Service Summary Comparison	3
ESCC603	Coverage Snapshot	2
ESCC604	On Demand Proposals	4
ESCC605	Cancel a Policy	3
ESCC606	Print a Cancellation	4
ESCC607	Submit a Policy Cancellation	4
ESCC608	Issue a Cancellation	3
ESCC609	Reinstate a Policy	2
ESG700 - Claims
ESG701	Add a Claim Summary Only	5
ESG702	Add a Claim Loss Notice	6
ESG703	Issue a Loss Notice	3
ESG704	Print a Loss Notice	1
ESG705	View/Edit Claim Details	2
ESG707	Process Additional Parties	2
ESG708	Process Claim Payments	3
ESG800 - Transactions
ESG801	Add a Transaction	10
ESG802	Edit/View Transaction Detail	2
ESG803	Adjust Commission on a Transaction	2
ESG804	Finance a Transaction	5
ESG805	Generate an Invoice	5
ESG806	Reverse a Transaction	3
ESG807	Print a List of Transactions	2
ESG808	Add an Installment Transaction	10
ESG809	Print an Installment Schedule	2
ESG810	Add a Split Receivable Transaction	7
ESG811	Add a Multi-Carrier Transaction	3
ESG812	Invoice Quality Check	2
ESG813	Move Transaction	3
ESG814	Fee Revenue Deferral	4
ESG815	Revise Premium	3
ESG816	Generate Updated Invoices	2
ESG817	Move Items off an Invoice	2
ESG818	Understanding Invoice Grouping	5
ESG819	Add a Payment Transaction	4
ESG820	Add a Taxable Transaction	5
ESG821	Revising Taxable Transactions	3
ESG822	Revise Outstanding Payment	3
ESG823	Add a Binder Bill Transaction	3
ESG824	Close a Binder Bill Transaction	3
ESG825	Balance Transfer	5
ESG826	Add a Service Transaction	4