P&C Servicing
-
eDoc
Integrating Indio with Applied CSR24
-
Video
Applied CSR24 Analytics
-
Video
Applied Epic Action Item for Managing Self-Service Portal Users
-
Video
Interface Automation
-
Video
Single Sign-On
-
Video
Bill Pay and Cert Reprint/Reissue
-
Video
Zip Certs
-
Video
Date Off Holders
-
Video
Batch Endorsements
-
Video
Suspense Recycle Bin
-
Webinar
Ivans Exchange Dashboard Webinar
-
Webinar
What's New Webinars - Applied Epic 2021
-
Webinar
What's New Webinars - Applied CSR24 2021
-
Webinar
What's New Webinars - Applied Rating Services 2022
-
eDoc
Common Communication Log Errors
-
eDoc
Managing Claims Download and Activities
-
Video
Indio's Send to Market Feature
-
eDoc
Creating a Submission with the Bi-Directional Integration
-
Webpage
Ivans Exchange Overview
-
Video
Applied CSR24 Multi-Factor Authentication
-
Webpage
Applied Indio - Getting Started for Agents
-
Help File
Applied CSR24 Help File
-
Webpage
Utilizing the Renew a Submission Feature in Indio
-
AU Course
Import Prospect to Applied Epic
-
Video
Import or Export Risks (Application Detail to Excel)
-
Video
Intro to Applied Insured Services Digital Solutions: Certificates
-
Webinar
Use Renewals Manager to Improve the Renewals Process
-
AU Course
Epic Dashboards Account Manager/Servicing Rep Training
-
Help File
Applied Epic Browser User Guide
-
Webinar
Monthly Review of Indio's Friction-Reducing Functionality
-
Help File
Applied Indio - How to Request Digitized Form
-
Help File
Applied Indio - Send to Market Feature
-
AU Course
Applied University - Customize Indio E-Signature Templates
-
AU Course
Applied University - Customize Indio Schedule Templates
-
Video
Customize Activities on Your Applied Epic Home Screen
-
AU Course
Learning Intro to Epic Quotes Personal Lines
-
Webinar
Live Indio Refresher Training
-
Office Hours
Applied Epic Office Hours
-
eDoc
Applied Epic Tips and Tricks
-
Video
Create Birthday Campaigns
-
Learning Course
Indio from the Insured's P.O.V.
-
Video
Policy Suspense Comments
-
Office Hours
Indio Office Hours
-
Video
Utilizing eSignature in Indio
-
Video
P&C User Visibility Profile
-
Video
Customizing Your Insured Experience
-
Video
Creating a Submission and Adding Forms
-
Video
Adding and Configuring an Applied CSR24 Certificate Template
-
eDoc
Download Matching Criteria - Detailed
-
AU Course
Applied University - Indio Learning Catalog
-
Help File
Indio Form Templates
-
Webinar
Connecting your Digital Agency Dots - Epic, CSR24, and Indio
-
AU Course
Applied University - Indio Lead Capture Pages
-
eDoc
Download Matching Criteria - Simplified
-
Video
Getting Started for Agents
-
Video
Comprehensive Agent Training for Indio
-
Help File
Accessing Indio from Applied Epic
-
Video
Applied CSR24 Tips and Tricks
-
Video
Client Accessible Columns
-
Video
Email and SMS Templates for Portal User Account Creation
-
Video
Scheduled Reports
-
Video
System Generated Attachment
-
Video
Limit Validation
-
Video
Document Folders and Certificate Roles
-
Video
Customize Suspense
-
Video
Download Results Screen
-
Video
Turn Off Individual Policy Download
-
Video
New Policies Created by Download
-
Video
Change Dates from Suspense
-
Webinar
What's New Webinars - Applied Policy Works Winter 2022
-
eDoc
eDoc Configuration Tips and Tricks
-
Webinar
Top 5 Applied CSR24 Enhancements in 2021
-
eDoc
Indio Frequently Asked Questions
-
Video
Indio and Applied Epic Bi-Directional Integration
-
Video
Updating Self-Service User Certificate and Document Permissions in Applied CSR24
-
Video
Pro Tips for Applied MobileInsured
-
Calendar
Schedule an Appointment with Ivans Connections Team