Many insurance agencies have yet to take advantage of a powerful tool that’s part of their Applied Epic system – Renewals Manager. Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.
Renewals Manager, like most other areas in Epic, can be configured and customized to meet your agency’s unique needs. The renewal management dashboard gives you complete visibility into policies that are coming up for renewal and their status – helping your team prioritize the renewals they need to focus on.
Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar will cover how your agency can benefit from using Renewals Manager. We’ll be sharing valuable configuration and implementation tips so you can get started right away using Renewals Manager to better manage renewals in your agency.