#Applied epic training manual update
#Applied epic training manual software

вЂњTip: Using the contacts to be able to send emails to the correct client from the attachments in EPIC. Getting documentation from the carrier (think policies, endorsements, audits, DNOC) delivered to Epic, attached to the client, WITHOUT someone having to go to the carrier website.вЂќ -Lori Heemstra, BHS InsuranceДЎ2. It will make the transition a lot smoother.вЂќ -Pamela Hall, Bellows-Nichols Agency ItвЂ™s All in the MessageДЎ1. вЂњMy tip for everyone migrating to Epic - cleaning up your data should be at the top of your to-do list. It is easier to clean up prior than to clean up after when you are all getting used to a new system.вЂќ -Collin Passman, The Signature B&B CompaniesДЎ0. вЂњA good tip when migrating is to clean up your data - especially contacts, employees and companies - prior to the migration. The Epic Help file is extremely helpful and gives you help for the specific screen you're on.вЂќ -Erich Belan, BrokerLinkД©.

вЂњFor those saying they are migrating from TAM to Epic, make heavy use of the F1 key on your keyboard.

#Applied epic training manual update

By holding вЂctrl,вЂ™ choosing your activities and then right-clicking to update the who/owner or follow-up date, etc.вЂќ -Melissa Kinkaid, United Heartland Insurance Agencies Migration NationДЁ. вЂњThe best thing I have picked up from Epic recently is the ability to select and update multiple open activities at one time. Even your Excel-phobic staff and managers will be thrilled when they see how many hours they can save by using the filter options in excel to slice and dice their Production, Book of Business and Expiration reports.вЂќ -Pam Baptiste, FBinsure, LLCД§. вЂњMy tip is that excel is your best friend when reviewing data for errors. Double-click on the Rolodex Card at the bottom-left corner of the screen, which will minimize the card and open up the navigation panel so you can see everything displayed.вЂќ -Evelyn Siverson, Insurance Office of AmericaД¦. This can also happen in the Proofs section. вЂњMy Epic tip is sometimes on a package policy in the Navigation panel, you do not see all of the lines of business applications displayed. I love being able to review the different topics to see what is applicable to our agency.вЂќ -Amy Meyer, The Bensman GroupДҐ. вЂњCurrent tip: Get an email digest of all the Epic forums sent daily. Under the вЂbusiness contacts,вЂ™ there is the identification number tab, and I just find it is a huge help!вЂќ -Ruth Phillips, Smith Insurance AgencyД¤. вЂњMy tip - itвЂ™s probably known by most of us - but I find putting in the FEIN number and other important numbers is a huge help when setting up accounts. вЂњIf you want to turn off the notification box that appears at the bottom right-hand corner, go to Home > Configure > User Options > Notifications > Notification Defaults, and check the button вЂNotify if unsuccessful only.вЂ™' -Debra S. It's the little things that make my day!вЂќ -Diane Booth, Alkali, LLCДў. In the notes section of an activity, in the description field of an activity, when utilizing the вЂsend via emailвЂ™ function, just hit F7 and spell-checking begins. вЂњI love the ability to spell-check in Epic via the F7 key. From easy, everyday tasks to larger вЂњI wish I had known soonerвЂќ advice when configuring the system, users shared their best insight for other Epic users: Ctrl+Alt+DelДЎ. On Monday, we asked Applied Epic users to share their latestВ tips or tricks.

#Applied epic training manual software

Through daily educational offerings, content and forum discussions, Applied Epic Week brings together Applied SystemsвЂ™ Epic users to share information and insights on using their chosen insurance software system. If youвЂ™re an Applied Client Network member, you may have noticed that we are currently celebrating Applied Epic Week.