EPIC – the Power of Reports
Speaker: Keith Oufnac
We will begin our Educational Session with Reporting Basics. You will learn how to find the right report; how to manipulate report criteria; what do the default reports provide; efficient ways to manage your reports; how to effectively mass produce reports.
We will then move on to Creating Reports Every Agency Should Use. During this session we will explore the production report to maximize agency information ; answer the question: “Is it better to use a policy list report or the expiration report?”; and finally discover the power of a miss expiration to make sure commission dollars are not missing. We will end our educational day with a Q&A. Bring your EPIC reporting questions!
Please pass this info on to others that may be interested.
Cancellation policy: NO Refunds given after Friday, October 18, 2013.