System Administration

This track provides system administrators and members of management who are typically responsible for configuring Applied Epic with information on how to set up various features. These classes give guidance on topics that range from setting up templates with branding specific to your agency to configuring activity codes to optimize business functions. See Objectives in the chart below in the chart below for more information on each of the classes and to determine which are the most appropriate for you.

Click the link to review a comprehensive list of all Applied Epic live courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily Monday through Friday from 8:30 AM - 9:30 AM CT, and from 3:30 PM - 4:30 PM CT.

All times listed in Applied University and on the training schedule are Central Time.
If a live course (excluding Office Hours) has no registrants 24 hours prior to the start of the session, registration will be closed.

Courses

  • The Configuration track includes the following courses:

    • Course # Course Name Objectives Live Recorded Time Materials
    EC100 Activity Configuration
    Introduction to using activities in Epic
    Configure activities
    Report on activity data
    		 Register  Launch 32  
    EC110 User Options Configuration
    Customize Home Base
    Setup Notifications on Home Base
    		 Register  Launch 16  
    EC120 Account Configuration
    Connect Accounts with Relationships
    Avoid Duplicates with the Duplicate Account Check
    Assign Staff with Servicing Roles
    		 Register  Launch 23  
    EC130 Policy Configuration
    Configuring Policy Types and Type Classifications
    Set up Defaults with Custom Policy Info and Prefills
    Create Policy Statuses and set Defaults
    Utilize the Document View
    Impact on Reports and Setting up Security
    		 Register  Launch 33  
    EC140 Attachment Configuration
    Utilize Access Levels
    Define Attachment Folders
    Set Up Paper Types
    Understand Settings for Scanned Documents
    Set Defaults for System Generated Attachments
    Understand Attachment System Settings
    		 Register  Launch 18  
    EC150 Epic Sales Automation Configuration
    Understand Sales Automation in Applied Epic
    Manage the Sales Life Cycle
    Customize for Your Organization
    Implement Dashboard Capabilities
    		 Register  Launch 58  
    EC160 Introduction to Templates I
    Understanding Form Letters and Templates
    Configuring a Template
    Building a Template
    Testing the Template
    		 Register  Launch 41  
    EC165 Introduction to Templates II
    Create Template Folders
    Edit, Copy, and Preview Documents
    Manage Existing Documents
    		 Register  Launch 25  
    EC170 Summaries of Insurance & Proposals I
    Understanding Summaries of Insurance and Proposals
    Application-Specific vs. Cover Pages and Documents
    Create Proposal Groups
    		 Register  Launch 22  
    EC175 Summaries of Insurance & Proposals II
    Set up Summary of Insurance Cover Pages/Proposal Templates
    Edit Existing Templates
    Test and Produce the Templates
    		Register  Launch 29  
    EC180 Advanced Word Tools I
    Create Advanced If Statements
    Use Word Field Switches
    		 Register  Launch 33  
    EC185 Advanced Word Tools II
    Agency Branding
    Signature Blocks
    		 Register  Launch 35  
    EC200 Accounting Methods Configuration
    Determine Accounting Methods for your Organization
    Configure Accounting Methods
    Review Security for Accounting Methods and Related Reports
    		 Register  Launch 19  
    EC210 Transaction Code Configuration
    Purpose of Transaction Codes
    Impact on Transacting
    Configure the Codes
    Security and Reports
    		 Register  Launch 26  
    EC220 Chart of Accounts Configuration
    The Importance of Configuring the Chart of Accounts
    The Purpose of the Chart of Accounts
    Security and Reports
    		 Register  Launch 19  
    EC230 Accounting Entity Configuration
    Accounting Settings for Companies, Employees and Brokers
    Impact of these Settings
    Reporting on this Information
    		 Register  Launch 40  
    EC300 Custom Forms I
    Identify the Benefits of Custom Forms
    Design the Form
    Add the Form
    		 Register  Launch 49  
    EC310 Custom Forms II
    Install Custom Form
    Integrate Custom Form
    Utilize Import and Export
    		 Register  Launch 49  
    EC320 Custom Forms III
    Configure Custom Form Export
    Configure Integration
    Utilize the Export Feature
    		 Launch 17  
    EC400 myEpic Setup
    Configure Groups
    Configure Workflows
    Security
    		 Register  Launch 19  
Interactive Tutorials