Applied Epic Insurance Cloud Management Systems

 

Applied is the longest standing and most popular used CRM In the insurance industry and has just taken the newest step up to Applied Epic Insurance Cloud Management Systems.  With Applied Epic's capabilities to manage personal and commercial insurance, benefits and sales in a single application,   it allows brokers to better manage relationships, sales opportunites, market access, financial accounting, reporting, business processes and policy and benefits administration.

All of this is great news but to use Applied Epic to its fullest potential there is a steep learning curve. 

Applied Epic Basics for Front Line Employees was developed to help the end user navigate through Applied Epic to fully understand the routine processes that are a part of running an insurance brokerage/agent.   It covers components from the front line agents, admin staff, accounting and management.  This hands on training will occur in your office with direct interaction for all appropriate staff who play a part in the Applied Epic Cycle.

Applied Epic for Management was developed to give management the capabilities to create powerful reports that will help them analyze individual broker performance, set goals for employees and ultimately let them run their business as opposed to their business running them.   With the combination on understanding what happens on a daily basis and being able to use reporting to see the outcomes of this work, management will look at their business in a more powerful way and be able to identify business areas that they can then focus their energy and attention to.

For companies that want customized or enhanced training, we can help you in this area as well.    Contact us for more details: 780-914-8676.


Applied Epic Basics For Front Line Employees

Level 1

Applied Epic Basics

- Adding Clients
- Adding Vendors
- Invoicing
- Receipt of Payments
- Deposits
- Disbursements
- Journal Entries
- Correcting Date / Effective Month Discrepancies
- Bank and Credit Card Reconciliations
- Month End Processes
- Year End Processes
- Best Practices and Documentation of Work

Expected Outcomes:  Students will be able to complete the day-to-day processes within their area of expertise with confidence.  They will also have a strong understanding of the work cycle within Applied Epic and know the impact of transactions from one area and how it affects other areas (insurance production end to accounting).

Evaluation test will be completed upon end of course

Total Instructional Hours:  32
Duration:  5 weeks (6 hrs/week + 2 hours testing)

Price:  starts at $2,000/person
Class size:  Min 2 people/max 4 people
One-on-One:  Starts at $3,000

Upon successful completion, a Certificate of Completion will be issued.

Instructor:  Ann Kurlovich
Experienced Applied Epic Consultant
 


Applied Epic for Management

 

Level 2

Applied Epic For Management

Overview of Applied Epic Basics

Focus Items:
 - Reports Available
 - Customizing Reports
 - Using Information From Within Applied Epic to Analyze Employee Performance
 - Creating a More Focused Company to Increase Profits

 

Expected Outcomes:   Management will have an enhanced view of the processes that their front line employees follow.   With this knowledge and the ability to use the reporting from within Applied Epic to provide accurate and factual feedback, management will be able to make meaningful decisions that aid in goal setting and improving their overall company financial health.

Evaluation test will be completed upon end of course

Total Instructional Hours:  52
Duration:  10 weeks (5 hrs/week + 2 hours testing)

Price:  starts at $6,000/person
Class size:  Min 2 people/max 4 people
One-on-One:  Starts at $10,000

Upon successful completion, a Certificate of Completion will be issued.

Instructor:  Ann Kurlovich
Experienced Applied Epic Consultant