Carolinas Chapter Meeting

When:  Mar 24, 2023 from 09:00 AM to 04:30 PM (ET)
Associated with  Carolinas Chapter

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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.