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Technology

The Unseen Priorities in Applied Epic: What Agencies Should Focus on Beyond Client Servicing

Lauren Roberts

This article outlines key operational areas in Applied Epic that agencies often overlook — from employee onboarding and security settings to company and broker configuration. By regularly reviewing these processes, agencies can reduce errors, improve consistency and maintain cleaner data across the system.

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Operations

Report Spotlight: Keeping Track of Accounts Receivable Using the Aged Receivables Report

Meghan White and Miriam Kasseris, Arthur J Gallagher Risk Management LLC

Published: November 28, 2023

One of the biggest frustrations with Agency Bill is making sure your client’s accounts are up to date, and that payments are not overdue. The Aged Receivables report can be used to keep an eye on the accounting to ensure things proceed smoothly.

In our organization, the Aged Receivables report is sent to all account managers/customer service representatives on a weekly basis. The main advantages of this weekly report are:

Excellent resource to determine when premiums are paid so notices of cancellation can be avoided
Helps agents realize when a client hasn’t paid their premiums and need a reminder
Helps determine when clients are due back credits so we can request funds to be returned
Ensures funds are available for Account Current payments in a timely manner
Helps apply credits to debits and keep the accounts in balance

The Aged Receivables report is an easy way to keep track of client balances and should be a part of every organization’s auditing workflow.