Course Objectives
1. What will you learn in the Applied Epic – Insurance Agency Management course?
You will learn how to use Applied Epic to manage insurance agency operations efficiently. The course covers client management, policy administration, account servicing, workflow automation, document management, billing, claims processing, reporting, security, and agency management best practices.
2. How does this course prepare you for real-world insurance agency projects?
The course provides hands-on experience in managing customer accounts, processing insurance policies, handling renewals, tracking claims, generating reports, automating agency workflows, and improving operational efficiency using Applied Epic.
3. What practical skills will you develop during the training?
You will gain expertise in client and policy management, account setup, policy lifecycle management, billing workflows, claims tracking, document management, reporting, workflow automation, user administration, and system configuration.
4. How will real-time projects improve your Applied Epic skills?
You will work on practical projects involving policy issuance, customer onboarding, policy renewals, claims management, agency reporting, and insurance account management to gain real-world experience.
5. What career opportunities can you pursue after learning Applied Epic?
This course prepares you for roles such as Applied Epic Administrator, Insurance Operations Executive, Insurance Agency Administrator, Policy Management Specialist, Insurance Business Analyst, Claims Coordinator, Insurance Support Analyst, and Agency Operations Consultant.
Popular Techniques Covered in This Course
Applied Epic Platform Overview and Navigation
Client and Account Management
Insurance Policy Administration
Policy Renewals and Endorsements
Claims Tracking and Management
Billing and Financial Operations
Workflow Automation and Task Management
Document Management and Reporting
User Roles, Security, and System Administration
Insurance Agency Best Practices and Compliance
Get Hands-on Knowledge about Real-Time Projects
Project 1
Project 1: Insurance Client Management System
Manage customer profiles, policy information, communication history, and account activities using Applied Epic.
Project 2
Project 2: Policy Issuance and Renewal Management
Develop a workflow to automate policy creation, endorsements, renewals, reminders, and customer notifications.
Project 3
Project 3: Claims Processing Workflow
Configure an insurance claims tracking system to manage claim registration, approvals, documentation, and settlement updates.
Project 4
Project 4: Agency Billing and Payment Management
Implement billing workflows to generate invoices, track premium payments, manage receivables, and produce financial reports.
Project 5
Project 5: Insurance Agency Performance Dashboard
Create operational dashboards to monitor policy renewals, claims status, customer accounts, agency productivity, and business performance.
Key Features
Edubrights offers APPLIED EPIC – INSURANCE AGENCY MANAGEMENT Training in virtual mode with expert trainers.Here are the Key Features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ batches
Certification Guidance
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.
Professional Applied Epic Insurance Agency Management Certification
The Professional Applied Epic Insurance Agency Management Certification validates your expertise in managing insurance agency operations using Applied Epic.
Course FAQs
1. What is Applied Epic?
Answer: Applied Epic is an insurance agency management system used to manage clients, policies, claims, billing, workflows, and agency operations.
2. What is policy administration in Applied Epic?
Answer: Policy administration involves creating, updating, renewing, and managing insurance policies throughout their lifecycle.
3. Can Applied Epic manage insurance claims?
Answer: Yes. Applied Epic supports claims tracking, documentation, status monitoring, and claims-related workflows.
4. Does Applied Epic support workflow automation?
Answer: Yes. Applied Epic automates routine insurance agency tasks, approvals, reminders, and policy management workflows.
5. Why is Applied Epic used?
Answer: Applied Epic helps insurance agencies improve efficiency, streamline operations, manage policies, and enhance customer service.
6. Which industries use Applied Epic?
Answer: Insurance agencies, brokerage firms, financial services companies, risk management firms, and insurance consulting organizations use Applied Epic.
7. Is Applied Epic suitable for enterprise insurance agencies?
Answer: Yes. Applied Epic is widely used by small, medium, and large insurance agencies to manage daily business operations.
8. Does the course include practical Applied Epic projects?
Answer: Yes. The course includes hands-on projects involving policy management, claims processing, agency workflows, and insurance reporting.
9. Is Applied Epic beginner-friendly?
Answer: Yes. The course introduces insurance concepts and Applied Epic features in a structured, beginner-friendly manner.
10. Why should professionals learn Applied Epic?
Answer: Applied Epic is one of the leading insurance agency management platforms, making it a valuable skill for professionals in the insurance industry.
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