Management
-
eDoc
Epic Configuration Supplement - User Options
-
Job Aid
Defining and Using Relationships in Applied Epic
-
Webpage
Indio Form Building Collection
-
Webpage
Epic Quotes Commercial Lines Workshop Registration
-
Webpage
Customer Success Hub landing page
-
Webpage
Applied Client Network
-
Job Aid
Applied Epic Browser FAQ
-
Learning Course
Epic Sales Automation Configuration
-
eDoc
Working with Opportunities
-
eBook
Applied Analytics Data Validation
-
eDoc
Applied Epic Report Pack
-
eDoc
Data Cleanup Cheat Sheet
-
eDoc
Staff Learning Opportunities
-
eDoc
Epic Sales Automation Sales Stages (Handout)
-
eDoc
Applied Analytics Performance Trends
-
Office Hours
Applied Epic Reporting Office Hours
-
Video
Epic Browser vs Desktop: Differences
-
AU Course
Getting Started - Configuring Policy Types with Plan Data Capture Forms
-
AU Course
Getting Started - Converting Custom Form Data to Plan Data Capture Forms
-
eDoc
Applied Analytics Introduction Handout
-
eDoc
Applied Analytics Growth Insight
-
Video
Self Service Admin
-
Video
Getting Started with Applied Analytics
-
Video
Retention Insight
-
Video
Carrier Management Insight
-
Video
Production Insight
-
Video
Insights Dashboards
-
eDoc
Add NAIC Code to Interface Configuration
-
eDoc
Instant Download
-
eDoc
Reports Dashboard - Admin. Only
-
eDoc
Schedule Workbook Templates
-
eDoc
8-week Indio User Email Campaign Tips & Tricks Campaign for Indio Users
-
Video
Reporting Dashboard Tutorial
-
Video
E-Signature Templates
-
Job Aid
Renewals Manager Configuration
-
Job Aid
Sending Attachment Templates as Emails
-
Webpage
Preview of Applied Epic Quotes Personal Lines
-
Webpage
Tarmika CL Comparative Rater Carriers
-
eDoc
Epic Report Delivery Options
-
Learning Course
Epic Sales Automation Dashboards and Reports
-
Job Aid
Epic Browser: Installing Connection Suite Job Aid
-
Webpage
Brokerage Profile for Indio Admins
-
Webpage
Where to Start: Applied Epic Browser
-
Job Aid
Epic Browser Workflow Validation Spreadsheet
-
Job Aid
Analytics Action Plan
-
eDoc
Applied Mobile Insured Enrollment
-
eDoc
Applied Analytics Administrator Settings
-
eDoc
Applied Analytics Agency/Brokerage Performance Insight Handout
-
eDoc
Applied Analytics Retention Insight
-
Video
Employee Login Report
-
Video
Schedule Download
-
Video
Administrator Functions
-
Video
Applied Analytics Introduction
-
Video
Growth Insight
-
Video
Employee Performance Insight
-
Video
Risk Map Insight
-
Video
Retention & Sales Dashboards
-
Video
Book Dashboards
-
Video
Insurer Dashboards
-
Video
Employee Dashboards
-
Video
Transactions Dashboards