Epic

Training Resources for Epic

Specialized Agency Workflows – Click Here – Go to Wide Screen for best viewing

agency-bill-video

How to Cancel an
Agency Bill Policy

 

remove-line-videoHow to Remove a Line of
Coverage from a Package

 

marketing-module-videoMarketing Module:
Quick 16 Minute Webinar

 

drag-drop-video

How to drag and drop
Emails into Epic

 

prospect-videoHow to Add a Prospect
into Epic

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Marketing Module:
1 Hour Detailed Explanation
Click HERE for PDF

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Certificates of Insurance
Webinar
Click HERE for PDF


Evidences of Property Insurance
Webinar
Click HERE for PDF