Session

Insurer Connectivity

269 - Align Applied Epic Insurer and Download Configuration - Part 1

12:45 PM–1:45 PM Oct 17, 2018 (US - Central)

Ryman Studio Q

Description

Attend this course to learn strategies to audit and align your settings consistently across related carriers, consistently across your Applied Epic agency/branch/department/profit center structure, even with the BCO (PPE)/ICO carrier relationships as they exist in Applied Epic. The presenters will demonstrate how to audit these settings via Applied Epic front-end reports (where applicable) and via SQL Queries (where a front-end report will not suffice). During this session, strategies for using the Copy configuration tool to align your settings and aligning your Applied Epic configuration across related carriers.

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