Applied Epic – Insurance Agency Management

825 Ratings

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Highly recognized as the best training institute for Applied Epic – Insurance Agency Management course EDUBRIGHTS Institute, rated to be the best institute in online, provides Applied Epic – Insurance Agency Management Training with skills and placement support. Take Your Career to the Next Level with Applied Epic – Insurance Agency Management Training! Learn Applied Epic – Insurance Agency Management with industry experts' expert-led training. Get practical skills that will lead to promising career opportunities.

Learn from a growing community of successful learners
Trusted by top hiring companies across industries
Live, interactive sessions led by experienced professionals
Get practical experience in labs and real-world initiatives.
Earn a recognized certification in a short time
Receive support for resume building and interview preparation
Customized corporate training for teams on Applied Epic – Insurance Agency Management configuration and end-to-end implementation.
Proven enterprise upskilling: Accelerate Applied Epic – Insurance Agency Management project delivery and reduce implementation costs with certified programs.

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₹35000

₹42000

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Case Studies and Projects

Hours of Training

20+

Placement Assurance

100%

Expert Support

yes

Support & Access

Lifetime

Certification

Yes

Skill Level

All

Language

All

Course Objectives

Popular Techniques Covered in This Course

Get Hands-on Knowledge about Real-Time Projects

Curriculum

Module 1: Introduction to Applied Epic

Overview of Applied Epic as the leading insurance AMS
Epic architecture: cloud-hosted and Applied Cloud Connect
Navigating the Epic interface and key modules

Module 2: Client & Account Management

Creating and managing client records and accounts
Contact management, relationship mapping and account hierarchy
Client communication and document management

Module 3: Policy Administration

Policy entry, renewals and endorsement management
Coverage and exposure tracking
Policy document storage and version management

Module 4: Commercial Lines Workflows

Submissions, quotes and binding workflows for commercial lines
Certificate of insurance (COI) issuance
Commercial account renewal and coverage review

Module 5: Accounting & Finance

Direct bill and agency bill transactions
Accounts receivable, payable and trust accounting
Commission tracking and producer statements

Module 6: Reporting & Analytics

Standard Epic reports and custom report builder
Applied Analytics for pipeline and production reporting
Agency performance dashboards and KPI tracking

Module 7: Administration & Configuration

System administration: users, security and permissions
Configuring workflows, activities and follow-up rules
Epic integration with carrier portals and rating engines

Receive Training From Our Skilled and Effective Trainers

Applied Epic Certified Professionals All instructors hold Applied Epic certifications and have configured and administered Epic at independent agencies, regional brokers and large national brokerage firms.

Agency Operations Expertise With backgrounds in insurance agency operations, our trainers understand the day-to-day workflows that producers, CSRs and account managers perform.

Commercial Lines Specialists Instructors bring deep commercial lines experience covering complex account management, certificate issuance and E&S market workflows.

Accounting & Trust Expertise Insurance trust accounting is highly regulated — trainers give detailed attention to Epic's accounting module to ensure compliant premium handling.

Applied Net Community Instructors participate in Applied Net, the annual user conference, to stay current with Epic releases and best practices.