February 16th, 2016 [1-2 p.m. Central] - Applied Epic Processing Direct Bill Commission Download
Leading insurance business practices through education and advocacy.
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.
This session will introduce the user to basic Epic® Accounting from agency-specific configuration to learning the basic accounting functions. This will be a two part session to ensure adequate time to cover all the various aspects of Accounting in Epic®.