I’M A TAM USER – WHAT’S ALL THIS FUSS ABOUT EPIC?
Speakers: Keith Oufnac, Brian Swicegood and Phil Tilley
If your agency is considering migrating to EPIC or maybe you are not even sure what all the fuss is about or maybe you want lots of tips on how to clean up your TAM database - then this educational day is for you!
We will begin our day by Experiencing the Power of Epic – discover the next level in agency management software – Applied Epic. We will discuss policy management, financial management and reporting tools - showing you how Epic is automating the business of insurance and expanding your agency’s capacity and capabilities. See how Epic can help your agency exceed client service expectations and maximize growth opportunities.
We will then look at your current TAM data base. Is it ready for conversion to Applied Epic? Do you know what to look for or where to begin your cleanup effort? Do you know what will convert and what won’t? This session will provide you with an understanding of knowing which items will convert and how to prepare for those items that won’t. We will review and provide you with a better understanding of the importance of defining employee system codes, adding billing screens for “hidden apps,” entering effective/expiration dates, using the IN active code, and taking inventory of current structure, security, Custom Decs, form letters, etc
NOTE: This session will be beneficial to those agencies not yet ready to migrate to EPIC but want some tips/tricks on how to clean up your current database
Cancellation policy: NO Refunds given after Friday, October 18, 2013.