Outstanding Commissions Guidelines

Understanding Outstanding Commission Reports

You keep hearing about Outstanding Commissions, but what exactly are they and why are they important to your business? The Outstanding Commission report identifies commissions that have been received, but cannot be reconciled due to the policies not being entered correctly in Epic or not entered at all. This is a report that is emailed … Read more

Ask Anissa: EPIC Downloads

Let’s start off the New Year right with Better Downloads! As you may have noticed, the training department will be purging suspense come January 6th, 2020. Now is the time to check suspense for all of your agency policy downloads and have them assigned out. It is crucial to follow-up on your downloads, so all … Read more