Applied Education & Training Hub

How can my Producers let my servicing team know they need to do something for a client?

• 

  eLearning AU Course

  Requests for Account Servicing from Applied Mobile

  Applied Mobile, eLearning AU Course, Managing Business Remotely, Service Requests

Back to Top

How can we start going paperless during this crisis?

• 

  eLearning AU Course

  Adding and Managing Files Attached to Accounts

  Applied Epic, Document Management/Attachments, eLearning AU Course, Managing Business Remotely

• 

  Support Webinar

  Barcoding Basics

  Applied Epic, Document Management/Attachments, Managing Business Remotely, Support Webinar

• 

  Recorded AU Course

  Document Management - Scanning

  Applied Epic, Document Management/Attachments, Managing Business Remotely, Recorded AU Course

Back to Top

How do I know my staff is doing what I need them to do?

• 

  Support Webinar

  Activity Report

  Applied Epic, Managing Business Remotely, Support Webinar

• 

  Support Webinar

  IVANS Markets in Applied Epic Instructional Video

  Applied Epic, Insurer Connectivity, Market Appetite, Support Webinar

Back to Top

I need to make certain my team performs the steps of our workflows

• 

  eLearning AU Course

  Advanced Use of Activities and Tasks

  Activities, Applied Epic, eLearning AU Course, Managing Business Remotely

Back to Top