Applied TAM BadgesApplied Epic BadgesMobility Badge

Applied Epic Badges

Applied Epic Accounting

This journey will guide you through all-things Applied Epic Accounting and help you create an efficient accounting process.

Here are the sessions you need to complete to earn this badge:

1. Course: Applied Epic Tips & Techniques - Part 3 Accounting
2. Course: Accounting Workflows in Applied Epic
3. Course: Accounting Fresh Start for Applied Epic
4. A Front Office Users Guide to Understanding the Applied Epic Accounting
5. Course: Accounting Configuration in Applied Epic
6. Applied Epic Invoicing - It's More Than Just a One-Time Premium
7. Course: Demystifying the Month-End Journey Entry in Applied Epic
8. Course: Applied Epic Accounting: Basics and Cleanup Premium Payables
9. Course: Financial Reports, Checks and Balances - Part 1
10. Course: Financial Reports, Checks and Balances - Part 2
11. A Month End Journey - Enjoy The Trip!

Applied Epic Reporting

Journey through Applied Epic Reporting to learn the ins and outs of creating, reading and managing reports. 

Here are the sessions you need to complete to earn this badge: 

1. Course: Entering Policies in Applied Epic for Efficiency and Reporting
2. Course: Applied Epic: Auditing and Reporting for System Integrity
3. Course: Basic Opportunity Reporting in Applied Epic
4. Get the Book of Business Report You Need From Applied Epic
5. Applied Epic Internal Ideas Reporting
6. Identify Gaps in Your Clients Coverage and Turn it into an Opportunity (Personal Lines)
7. Foundations of Reporting in Applied Epic
8. Peer-to-Peer: Advanced Sales Pipeline and Opportunity Reporting
9. Applied Epic - Reports Your Peers Use to Audit their Data

Applied Epic Operations

If you are focused on agency/brokerage operations, journey through these courses to keep your agency running efficiently. 

Here are the sessions you need to complete to earn this badge: 

1. Course: Designing Agency Workflows in Applied Epic - Part 1
2. Course: Designing Agency Workflows in Applied Epic - Part 2
3. Course: Applied Epic Workflows: Defining and Customizing Workflows for Your Organizations
4. Text Messaging - How Organizations Have Used It Or Plan On Using It
5. Course: Events, Activities, Tasks and Further Actions in Applied Epic - Part 1
6. Course: Events, Activities, Tasks and Further Actions in Applied Epic - Part 2
7. Developing Your Agency's Workflows in Applied Epic
8. Tying Custom Forms, Form Letters and Proposals Together in Applied Epic
9. Applied Systems: Course: Applied Epic Quality Control
10. Course: Applied Epic Tips and Techniques - Part 2 Admin
11. Course: Configuration for Download in Applied Epic

The ACN A-List is an exclusive member benefit for Advantage members. If you are interested in joining Applied Client Network or upgrading your membership, click here.