Peer-to-Peer: Applied Epic: Identify Gaps in Your Clients Coverages and Turn It into an Opportunity

When:  Jan 17, 2019 from 1:00 PM to 2:00 PM (CT)

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This session discusses how to create reports to identify residential home owners and automobile gaps in policy coverage. Identify how to run a report to uncover coverage limits below agency standards as well as birth dates in personal auto. 
-Learn how to run the Residential Homeowners and Personal Auto Reports 
-Discover how to uncover potential lines of business 
-Identify ways to uncover E&O 

Skill level: Intermediate 
Product: Applied Epic 
Target Audience: Marketing, Sales, Underwriting 
Presenter: Joe Pratts, Hoffman Brown Company 
Length: 60 minutes 
Price: FREE for Applied Client Network Members