All Things Download - Even Commercial Lines!
Ivans Exchange – Connections Grid – A quick review of the Connections grid, deeper look at how to begin the process of (CL) download including testing, how to recall/retrieve files.
New Business Policy Download - What gets changed, how do you check a policy, what happens when something gets “overwritten” (or does it?), various ways to handle special situations such as when a carrier doesn’t participate in all lines of download.
Renewal Policy Download – On to renewal processing and how download assists with that process, both with automatic and non-automatic renewals.
Endorsements – Taking a look at the different ways that endorsements can be requested and how download responds.
Checking for Accuracy - For the new business/renewals/endorsements, learn how to check each of them for accuracy.
Activity Management – Did you know some activities can be auto-closed. Learn how and discover the possibilities.
eDocs & Messages – What’s the difference? How are they handled in Epic? How can Epic be configured to rename the files, so they push out to CSR24 with a useful name. This session explores it all.
Claims download – looking at how Epic handles the claims as they come in, whether claims that aren’t in Epic yet, updates, and different types of claims transactions.
Presenter: Lori Heemstra