How to Service Your Epic Clients

In this session, Laura will discuss how to service your accounts and policies in Epic. Learn about: Endorsements Cancellations Activities Attachments

Why You Should be Attached to Attachments

Overwhelmed by documents

Have you heard staff ask questions like, “Where are the carrier documents?” or “Where are the quote sheets?” Do you find yourself spending a lot of time looking for declaration pages, client information, or the last ten signed applications the carriers ask for? Let’s be honest, it was easier to grab paper documents while working … Read more