February 11th, 2016 [1-2 p.m. Central] - Preparing Yourself and Your Agency for Applied Epic
Leading insurance business practices through education and advocacy.
The conversion to Epic can be daunting. Agencies and brokerages that underestimate the importance of a deliberate conversion, and the effort involved in one, or that do not have a solid conversion plan and the team necessary to carry it out often struggle with day-to-day operations once they are live. We will review some best practices of agencies that have had successful conversions as well as the areas that made other agencies stumble – and have caused too much clean-up work going forward.
Agents rely on commissions from carriers. Unfortunately, it takes a typical agency about one hour to manually process 50 commission statement transactions. Using Applied Epic, learn how Direct Bill Commission Download (DBCD) automates the commission process, making it easier for you to do business with insurance carriers.
Often a key concept when talking about Producer compensation, performance-based compensation is a must-have for EVERY non-owner position in the agency to step up to the next level of production, efficiency and overall profitability in agencies – everyone needs a little “skin in the game”.
This session will cover many of the aspects to the download process. Basic setup requirements to enable download will be discussed along with detailed discussion regarding common “trouble” areas of setting up your download. Going over the sensitive configure areas will help increase efficiency from downloads. Common download issues, suspense and the best way to handle the issues will conclude the class.