In today’s competitive industry, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. If your agency is using Applied Epic, you’re in luck because it comes with a built-in CRM and sales automation functionality within the Opportunities tab. Unfortunately, we find many agencies just aren’t taking advantage of this valuable feature and therefore missing out on the time-saving and revenue-producing benefits it has to offer.
Hosted by KiteTech Executive Consultant Aurora Burg, CIC, CPCU, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.
Key webinar takeaways include:
- Standardizing your sales process
- Configuration considerations when setting up your system
- Using the dashboard and sales reports to review performance
- Demo on key components of sales automation in Applied Epic
Come prepared with your questions as we’ll be saving time at the end for a Q&A. Be sure to register even if you can’t attend and we’ll send you the recording!