Carolinas Chapter

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Welcome to the Carolinas Chapter Community!

Chapters provide you with system based education, professional development and networking, in addition to exposure to industry-wide best practices. Check out the upcoming meetings or post in the discussion forum today!

   Upcoming Events

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Come back later for updates or check the Applied Client Network events calendar to see all events.

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  • Upcoming Chapter Educational Meeting - Friday, March 24,2023


    Independent Insurance Agents of North Carolina Inc
    101 Weston Oaks Court
    Cary, NC 27513


    Jen Roughton


    All Things Accounting - Applied Epic and TAM
    • Direct Bill Commission - How to Enter in System 
    • Premium Payable Balances - Cleaning up and Balancing
    • Top 5 Accounting Reports
      • What reports should be in an Accounting Role's Quick view?
    • Verifying Month End JE
    • Journal Entry Approval Process - New Feature Available in Epic
    • Using "Cash on Account" Account
    • Best Practices:
      • Handling Payments on DB Policies and the impact on agency reporting
      • Transaction Codes
      • Commission Agreements
    • Memo Invoicing - Impact on Books

    Presented by: Sue Good 

    Breakfast Sponsored by ePayPolicy
    Lunch Sponsored by IPFS


    Chapter Members: $50
    Non-Members: $75

    There is a room block at Hilton Garden Inn, RDU Airport.  You can book your room through this link - Carolinas Chapter Room Block  - pricing is $120.00 +tax per night.  

  • Upcoming Chapter Education Class - Friday, December 9th

    Looking forward to seeing everyone who is attending this Friday's Event.  


    Hotel Indigo Mount Pleasant
    250 Johnnie Dodds Blvd.
    Mount Pleasant, SC 29464


    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

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   Chapter Leadership

Harold W Wells & Son Inc
High Street Insurance Partners
Watson Insurance Agency
Harold W Wells & Son Inc
Flatlands Jessup Insurance Group, LLC