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Course Catalog

Access our training offerings 24/7 to take advantage of Applied's many product-specific and role-based courses to increase the productivity of your organization. You’ll learn the skills required to become an Applied Epic expert. Whether you’re adding your first policy or you're running reports, these courses will show you the best practice when performing your job.

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.
Effective 11/30/15, Epic 2016 features will be incorporated into our Applied University Series. You can still see 2014 recorded AU sessions which will be on display until 12/15/15.

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.

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General

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
ES100	Change Management View Recorded Course	Defining the change Understanding the business considerations Exploring the phases of the change Plan for change	25
ES200	Internationalization View Recorded Course	Configure for multi-lingual use of the Output Builder Identify language options and select an alternate language for viewing an account's information	12

Sales

Course #	Course Name	Objectives	Time
ESA100	Sales Servicing – Do the Work Register View Recorded Course	Add Opportunities Manage Opportunities Integrate with Applied Mobile

Servicing

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
	Epic Basics
ESG001	Login	Login Select Database	6
ESG002	Single Sign On	Recognize the Different Sign On Modes Sign On Using Mixed Mode Sign On Using Active Directory	3
ESG100	Home Base Live Course Registration View Recorded Course	Navigate Home Base Locate Accounts in Epic View Client Detail Customize and Filter Lists Utilize the Help File and Online Chat	48
ESG101	Home Base	Navigation Panel Options Bar and Menubar Activity List Report Quick View New/Waiting Notifications	12
ESG102	Lists	Scrolling a List Resizing Columns Sorting a List Adding Items Editing Items Choosing List Columns List View Filters Searching/Filtering Column Reordering	7
ESG103	Print a Barcode Launch US Launch Canada	Generate a Barcode Print a Barcode	5
ESG104	Print a Blank ACORD Form Launch US Launch Canada	Access Blank Forms Choose a Form	1
ESG105	View Other Employees' Activities	Select Employees to View Select the Types of Activities to Display Select Employee's Tasks to view	6
ESG106	Print a Receipt for Payment	Access Receipt for Payment Print a Receipt for Payment	3
ESG107	Using Sticky Notes	How to Use Sticky Notes/Overview How to Add a Sticky Note Additional Sticky Note Features	5
ESG108	Manage Activities and Tasks from Home Base	Add a Task to an Activity Edit a Task Add a Note to Multiple Activities Close Activities	3
ESG109	Locate an Account	Access the Locate Screen Locate an Account from the Locate Screen	5
ESG110	Client Detail Launch US Launch Canada	Enter Servicing Information Enter Billing Information Enter Categories/History Information	3
ESG111	Inactivate/Reactivate an Account	Inactivate an Account Reactivate an Account	5
ESG112	Add a Relationship to an Account	Add a Relationship to an Account Run a Report to View Referrals	4
ESG113	Using Quicklinks	Access Quicklinks Look Up Information for Client Send an Email via Quicklinks	4
ESG114	Site ID	Add a Site ID to an Account Add a Site to a Policy	3
ESG115	Using Import Prospects	Use the Import Prospect Files Option Use the Import Prospect Batches Option	7
ESG116	Using Notifications	Understand the Notification Popup View Notification Detail Run the On Demand Notifications Report	3
ESG117	Configurable Required Fields	Set a Field as Custom Required/Custom Desired Deselect a Field as Custom Required/Custom Desired	2
ESG200	Activities Live Course Registration View Recorded Course	Identify the need for activities Access activities throughout Applied Epic Determine if an activity needs to be logged Add an activity Manage activities through notes and further actions	47
ESG201	Add an Activity	Add an Activity Compete the Detail Section Set Who to Contact Set the Status and Add a Note	5
ESG202	Add an Activity with Tasks	Locate the Activity Add Tasks	12
ESG203	Add an Activity Note	Locate the Entity Locate the Activity Add a Note Finish the Workflow	5
ESG204	Close an Activity	Locate the Activity Close the Activity	4
ESG205	Reopen/View/Edit Activities	Access the Activity Reopen the Activity View the Activity Edit the Activity	7
ESG206	Close an Activity with Tasks	Complete a Task Close an Activity	10
ESG207	Drill Down	Select an Activity Drill Down to Associated Item	4
ESG208	View All Activity Notes	Open Activity Details View All Activity Notes	2
ESG300	Attachments Live Course Registration View Recorded Course	Insert Files and Emails Utilize Scanning Options Customize the Attachments List	59
ESG301	Edit Attachment Details	Access Attachments Edit Attachment Detail	2
ESG302	Move an Attachment to Another Account	Select the Attachment Open the Move Attachment Window Select a Destination Move the Attachment	5
ESG303	Delete an Attachment	Access Attachment Delete Attachment	1
ESG304	Attach an Existing File	Select the Claim Select the File Open the Attach to Window Set the Attach to Option Complete the Details of Attachment	3
ESG305	Acquire and Attach an Image	Access Attachments Destination Acquire and Attach Image Scan the Item	4
ESG306	Process Unrouted Attachments	Access the Unrouted Attachments Route the Attachment Complete the Attach to Window Complete the Activity	5
ESG307	Send Attachment Via Email	Select Attachments Email Attachments	4
ESG308	Add New Document Using a Template	Add New Document Select Document Template and Merge Info Edit Document Save New Document	6
ESG309	Scanned Signatures	Add a Scanned Signature Give Rights to Scanned Signature Using Scanned Signatures	3
ESG310	Compose an Email Message	Access Email Area Complete Email Detail	5
ESG311	Add an Attachment to an Email	Open Email Choose Attachment Complete Email	5
ESG312	Reply to an Email Message	Access Email Complete Email Detail	3
ESG313	Forward an Email Message	Access Email Complete Email Detail	5
ESG314	Front End Scanning From Home Base	Access the Barcode Area Print the Barcode Batch Scan	4
ESG315	Back End Scanning From Home Base	Access Barcode Area Complete Print Barcode Details Complete the Activity Batch Scan	6
ESG316	Move Attachments Through Utilities	Access Move Attachments Screen Select Attachments to Move Specify Attachments Destination Move Attachments	4
ESG317	Batch Scan Import	Import Batch Preview Batch	3
ESG350	Introduction to the Distribution Manager View Recorded Course	Understand Distribution Manager Use the Common Distribution Manager Features	18
ESG351	Local and Distributed Email Explained View Recorded Course	Understand When Epic Email Flows Through Local Email Evaluate When Distributed Email Flows Through Epic Servers	28
ESG400	myEpic Servicing Live Course Registration View Recorded Course	Using myEpic Workflows Suspending and Discontinuing myEpic Workflows	21
ESG402	Overseeing myEpic Workflows	Adding Others' Suspended Workflows to Your View Reassigning Workflows to Other Employees	7
ESG500	Accounts & Contacts Live Course Registration View Recorded Course	Add a Client Account Manage a Client's Contact Record Change Client Account Status and Client Type	42
ESG501	Add an Account Launch US Launch Canada	Add an Account Check for Possible Duplicates	4
ESG502	Change Client Type	Locate the Prospect Account Change Prospect to Insured	2
ESG503	Add a Contact	Add a Contact Complete the Simple Add Screen	3
ESG504	Contact Detail - Individual Launch US Launch Canada	Enter Contact Info Enter Driver Information Enter Personal/Classifications Information Enter Employer Information Enter Payment Method	6
ESG505	Contact Detail - Business Launch US Launch Canada	Enter Contact Info Enter Business Info Enter Classifications Information Enter Payment Method	6
ESG506	Change Contact Category	Change Contact Category	5
ESG507	Change Primary Contact	Change Primary Contact	1
ESG508	Delete a Contact	Delete a Contact	3
ESG509	Transfer Policy App Info to Contact Detail	Update Info in Policy Application Transfer Info to Contact Detail View Changes in Contact Detail	4
ESG510	Change Main Business Contact	Locate Contacts for Pepsi Co. Change the Main Business Contact	2
ESG511	Import/Export Contacts	Access the Contacts Area Export a Contact List Import a Contact List	4
ESG600	Service Contracts Live Course Registration View Recorded Course	Track Value Added Services with Client Contracts Associate Services Related to Policies Add and Update Itemizations Record Time and Cost for Each Itemization	18
ESG601	Adding a Client Contracts Service	Add a Client Contracts Service Add Detail to a Client Contracts Service Modifying a Client Contracts Service Detail Close a Client Contracts Service	4
ESG602	Reopen a Client Contracts Service	Reopen a Client Contracts Service	3
ESG603	Renew a Client Contracts Service	Renew a Client Contracts Service	3
ESPU100	Adding Policies - I PL Live Course Registration View Recorded Course	Add a New Package Policy Add a New Monoline Policy	52
ESPC100	Adding Policies I PL CA Live Course Registration View Recorded Course	Add a New Package Policy Add a New Monoline Policy	53
ESPU101 ESPC101	Add a Policy Launch US Launch Canada	Complete the Add Policy Screen Complete the Detail Screen Complete the Application Detail (in Forms)	7
ESPU102	Add a Line of Business	Locate the Policies-Service/Billing Area Add a New Line Complete New Line Details Finish Workflow	4
ESPU103 ESPC103	Submit an Application Launch US Launch Canada	Open the Policy List Open the Submit Application Window Complete the Detail Tab Complete the Forms/Attachments Tab Complete the Distribution Tab Add Activity	4
ESPU104 ESPC104	Update Policy Status to Submitted Launch US Launch Canada	Access Policy Update Policy Status to Submitted	4
ESPU105	Change Effective/Expiration Dates Launch US Launch Canada	Locate Policy to Change Change Effective and Expiration Dates	3
ESPU106 ESPC106	Issue an Application Launch US Launch Canada	Access the Policy List Open the Issue/Not Issue Window Confirm Policy Information Update Line Information Update Activity Information Review Policy List	3
ESPU200	Adding Policies II - PL Live Course Registration View Recorded Course	Complete Miscellaneous Policy Actions Print and Review an Application Identify and Understand the Common Screens Used Within Policies Renew and Update an Application	43
ESPC200	Adding Policies II - PL CA Live Course Registration View Recorded Course	Complete Miscellaneous Policy Actions Print and Review an Application Identify and Understand the Common Screens Used Within Policies Renew and Update an Application	33
ESPU201 ESPC201	Print an Application Launch US Launch Canada	Access Policy Print Set Print Details Print the Application	4
ESPU202 ESPC202	Delete a Policy Launch US Launch Canada	Locate the Policy to Delete Delete Selected Policy Close Activity Complete the Deletion Process	3
ESPU203 ESPC203	Edit/View Policy Detail Launch US Launch Canada	Access Policy Detail Exit and Save Policy Detail	6
ESPU204	Delete a Line of Business	Prepare Policy Access Policy Detail Remove Policy	6
ESPU300	Servicing Policies I - PL Live Course Registration View Recorded Course	Endorse a Policy Manage Proofs of Insurance	42
ESPC300	Servicing Policies I - PL CA Live Course Registration View Recorded Course	Endorse a Policy Manage Proofs of Insurance	42
ESPU301 ESPC301	Endorse Existing Line Launch US Launch Canada	Access the Application Detail Complete the Activity Change the Detail Close the Application	8
ESPU302	Add a Line Mid-Term	Enter the Package Policy Add the New Line Complete the Activity Finish the Workflow	7
ESPU303 ESPC303	Submit a Change Request Launch US Launch Canada	Access Submit Change Request Area Complete Change Request Detail Complete Activity	5
ESPU304 ESPC304	Print a Change Request Launch US Launch Canada	Choose Endorsement on List Complete Print Details	2
ESPU305 ESPC305	Issue a Change Request Launch US Launch Canada	Access the Issue Endorsement Area Close Open Activities	5
ESPU306 ESPC306	Issue Auto ID Cards Launch US Launch Canada	Access the Policy List Create Auto ID Cards	3
ESPU307 ESPC307	Add a Binder Launch US Launch Canada	Access the Binder List Create a Binder Complete a Binder	4
ESPU308 ESPC308	Issue a Binder Launch US Launch Canada	Access the Binder List Select the Correct Binder Issue the Binder	4
ESPU309 ESCU309	Edit/View a Binder Launch US Launch Canada	Access the Binder List Select the Correct Binder Close the Binder	2
ESPU310 ESPC310	Print a Binder Launch US Launch Canada	Access the Binder List Select the Correct Binder Print the Binder	3
ESPU311	Extend a Binder	Access the Binder List Select the Correct Binder Extend the Binder	3
ESPU312 ESPC312	Close a Binder Launch US Launch Canada	Access the Binder List Select the Correct Binder Close the Binder	2
ESPU313 ESPC313	Delete a Binder Launch US Launch Canada	Access the Binder List Select the Correct Binder Delete the Binder	2
ESPU314	Add an Evidence	Access the Evidence List Add the Evidence	5
ESPU315	Issue an Evidence	Select the Evidence Issue the Evidence	2
ESPU316	View/Edit an Evidence of Property	Select the Evidence Edit the Evidence	3
ESPU317	Delete an Evidence of Property	Access the Evidence List Delete the Evidence	1
ESPU318	Print an Evidence of Property	Select an EOP Print the EOP	2
ESPU319	Renew an Evidence of Property	Select an EOP Renew an EOP Review the Detail	3
ESPU400	Servicing Policies II - PL Live Course Registration View Recorded Course	Utilize service summary rows Process a cancellation Reinstate a policy Issue a renewal	30
ESPC400	Servicing Policies II - PL CA Live Course Registration View Recorded Course	Utilize Service Summary Rows Process a Cancellation Reinstate a Policy Issue a Renewal	36
ESPU401 ESPC401	Renew a Policy Launch US Launch Canada	Access the Policy Renewal Area Complete the Activity Complete Renewal Details	5
ESPU402 ESPC402	Cancel a Policy Launch US Launch Canada	Access the Policy Launch the Cancellation Form Complete the Activity Complete the Cancellation Detail	5
ESPU403	Issue a Cancellation	Access the Cancellation Area Complete Issue Detail Close Open Activities	5
ESPU404	Print a Cancellation	Complete the Print Detail Add the Activity	5
ESPU405 ESPC405	Submit a Policy Cancellation Launch US Launch Canada	Access Submit Cancellations Area Complete Cancellations Detail Complete Activity	5
ESPU406 ESPC406	Reinstate a Policy Launch US Launch Canada	Access the Policy Reinstatement Area Complete Reinstatement Details Complete the Activity	8
ESPU407 ESPC407	Summary of Insurance Launch US Launch Canada	Access the Summary of Insurance Area Complete the Summary Parameters Output the Summary	2
ESPU408 ESPC408	Service Summary Comparison Launch US Launch Canada	Open the Service Summary Window Set the Service Summary Options Run the Service Summary Options	3
ESPU409 ESPC409	Delete Service Summary Row Launch US Launch Canada	Locate the Service Summary Row to Delete Delete Selected Service Summary Row	3
ESPU410 ESPC410	Change Service Summary Row Description Launch US Launch Canada	Access Service Summary Row Change Service Summary Description	3
ESCU100	Adding Policies I - CL Live Course Registration View Recorded Course	Add a New Package Policy Add a New Monoline Policy	79
ESCC100	Adding Policies I - CL CA Live Course Registration View Recorded Course	Add a New Policy Using a Custom Form Submit the Custom Application Process the Policy as Issued by the Carrier	67
ESCU101	Add a Monoline Policy	Complete the Add Policy Screen Complete the Detail Screen Complete the Application Detail (in Forms)	7
ESCU102	Add a Line of Business	Locate the Policies-Service/Billing Area Add a New Line Complete New Line Details Finish Workflow	5
ESCU103	Submit an Application	Select the Policy Open the Submit Application Window Complete the Detail Tab Complete the Forms/Attachments Tab Complete the Distribution Tab Add Activity	4
ESCU104	Update Policy Status to Submitted	Access Policy Update Stage to Submitted Fill in ICO and PPE Update Policy Status to Submitted	5
ESCU105	Change Effective/Expiration Dates	Locate Policy to Change Change Effective and Expiration Dates	3
ESCU106	Issue an Application	Access the Policy List Open the Issue/Not Issue Window Confirm Policy Information Update Line Information Update Activity Information Review Policy List	5
ESCU107	Add a Multi-Carrier Policy	Add a Multi-Carrier Schedule Policy Inactivate a Multi-Carrier Schedule Policy	5
ESCU108	ACORD 501 Surety Report of Execution	Add a Bond Familiarize Yourself with the Surety Report Forms Print the Form	4
ESCU200	Adding Policies II - CL Live Course Registration View Recorded Course	Complete Miscellaneous Policy Actions Print and Review an Application Identify and Understand the Common Screens Used Within Policies Renew and Update an Application	48
ESCC200	Adding Policies II - CL CA Live Course Registration View Recorded Course	Delete a Policy Print and Review an Application Identify and Understand the Common Screens Used Within Policies Renew and Update an Application	22
ESCU201	Print an Application	Access Policy Print Set Print Details Print the Application	4
ESCU202	Delete a Policy	Locate the Policy to Delete Delete the Selected Policy Close the Activity Complete the Deletion Process	3
ESCU203	Delete a Line of Business	Prepare Policy Access Policy Detail Remove Policy	6
ESCU204	Edit/View Policy Detail	Access Policy Detail Exit and Save Policy Detail	5
ESCU205	Renew a Policy	Access the Policy Renewal Area Complete the Activity Complete Renewal Details	3
ESCU206	Summary of Insurance	Access the Summary of Insurance Area Complete the Summary Parameters Output the Summary	2
ESCU207	Using Supplemental Screens	Access the Supplemental Screen Add a Supplemental Screen	2
ESCU208	Copy an Application	Copy an Existing Application	3
ESCU300	Adding Policies III - CL Live Course Registration View Recorded Course	Complete a Commercial Property Application Import/Export Risks	32
ESCC300	Adding Policies III - CL CA Live Course Registration View Recorded Course	Complete a Commercial Property Application Import/Export Risks	36
ESCU301	Import & Export Risks	Export Risks Import Risks	6
ESCU302	Add a Statement of Values	Access the Application Complete the Commercial AP Section for a SOV Complete the Property Application for a SOV Complete the Statement of Values Print the Statement of Values	2
ESCU400	Marketing Policies I - CL Live Course Registration View Recorded Course	Create a Master Marketing Submission Add a Carrier Submission	39
ESCC400	Marketing Policies I - CL CA Live Course Registration View Recorded Course	Create a Master Marketing Submission Add a Carrier Submission	40
ESCU401	Add Master Marketing Submission	Access the Marketed Policies area Add a Master Marketing Submission Add an Attachment to a Submission	5
ESCU402	Process Carrier Submission	Locate the Marketed Policies for an Account Create a Carrier Submission Submit a Marketed Policy to Carriers	5
ESCU403	Print a Master Marketing Submission	Locate the marketed policies for an account Print a master marketing submission	2
ESCU404	Print Carrier Submission	Locate the marketed policies for an account Print a carrier submission	1
ESCU405	Master Marketing Renewal Submission with a new LOB	Add a master marketed policy for a renewal Add a line of business to the renewed policy Fill in the Location/Building number screen Add an Attachment	5
ESCU406	Marketed Policy Submission through Real-Time	Rate a Package Policy in Real-Time Process Rating Results	3
ESCU500	Marketing Policies II - CL Live Course Registration View Recorded Course	Manage carrier submissions Update marketing polices	52
ESCC500	Marketing Policies II - CL CA Live Course Registration View Recorded Course	Manage carrier submissions Update marketing polices	38
ESCU501	Create a Carrier Response and Update Status	Access the Marketed Policies Area Add a Carrier Response Updated Marketed Status to Submitted	4
ESCU502	Add a Client Response	Access Carrier Response Detail Add a Client Response	3
ESCU503	Move from Marketed Lines to Current Policy	Access the Marketed Policies area Move Marketed Lines to a Current Policy	3
ESCU504	Remarket a Policy	Access the Marketed Policies for CW Travel Remarket a Policy	3
ESCU600	Servicing Policies I - CL Live Course Registration View Recorded Course	Endorse a Policy Manage Proofs of Insurance	68
ESCC600	Servicing Policies I - CL CA Live Course Registration View Recorded Course	Endorse a Policy Manage Proofs of Insurance	25
ESCU601	Endorse Existing Line	Access the Application Detail Complete the Activity Change the Detail Close the Application	2
ESCU602	Add a Line Mid-Term	Enter the Package Policy Add the New Line Complete the Activity Finish the Workflow	4
ESCU603	Submit a Change Request	Access Submit Change Request Area Complete Change Request Area Complete Activity	3
ESCU604	Print a Change Request	Choose Endorsement on List Complete Print Details	2
ESCU605	Issue a Change Request	Access the Issue Endorsement Area Close Open Activities	2
ESCU606	Change Line Issuing Location Launch US Launch Canada	Correct Current Policy Issuing Location Correct Marketed Policy Issuing Location	4
ESCU607	Issue Auto ID Cards	Access the Policy List Create Auto ID Cards	3
ESCU608	Add a Binder	Access the Binder List Create a Binder Complete a Binder	4
ESCU609	Issue a Binder	Access the Binder List Select the Correct Binder Issue the Binder	4
ESCU610	Edit/View a Binder	Access the Binder List Select the Correct Binder Open the Binder	2
ESCU611	Print a Binder	Access the Binder List Select the Correct Binder Print the Binder	3
ESCU612	Extend a Binder	Access the Binder List Select the Correct Binder Extend the Binder	3
ESCU613	Close a Binder	Access the Binder List Select the Correct Binder Close the Binder	2
ESCU614	Delete a Binder	Access the Binder List Select the Correct Binder Delete the Binder	2
ESCU615	Add an Evidence	Access the Evidence List Add the Evidence	5
ESCU616	Issue an Evidence	Select the Evidence Issue the Evidence	10
ESCU617	View/Edit an Evidence of Property	Select the Evidence Edit the Evidence	3
ESCU618	Delete an Evidence of Property	Access the Evidence List Delete the Evidence	1
ESCU619	Add a Certificate - New Holders	Access the Certificate List Create a Certificate	4
ESCU620	Issue a Certificate	Access the Certificate List Select the Correct Certificate Issue the Certificate	3
ESCU621	View/Edit a Certificate	Access the Certificate List Select the Correct Certificate Edit the Certificate	3
ESCU622	Print a Certificate	Access the Certificate List Select the Correct Certificate Print the Certificate	2
ESCU623	Delete a Certificate	Access the Certificate List Select the Correct Certificate Delete a Certificate	1
ESCU624	Renew a Certificate	Access the Certificate List Renew a Certificate	5
ESCU625	Add a Certificate - Default Holders	Access the Certificate List Create a Certificate	4
ESCU626	Print an Evidence of Property	Select an EOP Print the EOP	2
ESCU627	Renew an Evidence of Property	Select an EOP Renew an EOP Review the Detail	3
ESCU628	Add an Attachment to a Certificate	Select the Correct Certificate Add an Attachment at the Certificate Level Add an Attachment at the Holder Level	3
ESCU629	Remove a Holder from a Certificate	Select the Correct Certificate Remove a Holder Using the Holder Window Remove a Holder Using Certificate Detail	2
ESCU630	Import/Export Holders	Access the Certificates Area Export a Holder List Import a Holder List	5
ESCU631	Send PDF Files to Drive	Configure Certificates Issue Certificates Saving PDFs Send PDF Batch to Drive	5
ESCU632	Print Holder List	Access the Certificates Area Print a Holder List	2
ESCU633	Update Holder Attachments	Replace Existing Holder Attachments Locate the Attachments for a Specific Holder	4
ESCU634	Issue Multiple Binders	Access the Issue Multiple Binders Feature Issue Multiple Binders	2
ESCU635	Print an Additional Interest List	Access the Evidences Area Print a Holder List	2
ESCU636	Import/Export Additional Interests	Access the Evidence of Property Area Export an Additional Interest List Import an Additional Interest List	4
ESCU637	Binder Review Process	Set up for the Binder Review Process Add a Binder for Review Review the Binder	4
ESCU638	Add an Intermodal Interchange Certificate	Add an Intermodal Interchange Certificate Add an Equipment Provider List	3
ESCU639	Change Service Summary Description	Access Service Summary Row Change Service Summary Description	3
ESCU700	Servicing Policies II - CL Live Course Registration View Recorded Course	Utilize service summary rows Process a cancellation Reinstatement Issue a renewal	36
ESCC700	Servicing Policies II - CL CA Live Course Registration View Recorded Course	Create a Master Marketing Submission Add a Carrier Submission	44
ESCU701	Delete Service Summary Row	Locate the Service Summary to Delete Delete the Selected Service Summary Row	4
ESCU702	Service Summary Comparison	Open the Service Summary Row Set the Service Summary Options Run the Service Summary Options	3
ESCU703	Coverage Snapshot	Access Coverage Snapshot List Preview the Coverage Snapshot	2
ESCU704	On Demand Proposals	Add Proposal Lines of Business Add Proposal Temps and Proposal Docs View the Finished Proposal	4
ESCU705	Cancel a Policy	Access the Policy Launch the Cancellation Form Complete the Activity Complete the Cancellation Detail	3
ESCU706	Print a Cancellation	Complete the Print Detail Add the Activity	4
ESCU707	Submit a Policy Cancellation	Access Submit Cancellations Area Complete Cancellations Detail Complete Activity	4
ESCU708	Issue a Cancellation	Access the Cancellation Detail Complete Issue Detail Close Open Activities	3
ESCU709	Reinstate a Policy	Access the Policy Reinstatement Area Complete the Reinstatement Details Complete the Activity	2
ESB100	Client Contracts Live Course Registration View Recorded Course	Track Value Added Services with Client Contracts Associate to Policies Add and Update Itemizations Record Time/Cost for Itemizations	16
ESB200	Adding Policies Live Course Registration View Recorded Course	Add New Policy Use Forms, Endorsements, and Attachments Delete a Policy Print and Review an Application Update a Renewal Application	65
ESB300	Marketing Policies I Live Course Registration View Recorded Course	Create a Master Marketing Submission Add a Carrier Submission	47
ESB400	Marketing Policies II Live Course Registration View Recorded Course	Manage Carrier Submissions Update Marketing Policies	37
ESB500	Servicing Policies I Live Course Registration View Recorded Course	Process Renewals Enter Application Corrections and Revisions Process Cancellation and Reinstatements Utilize Service Summary Rows	57
ESG700	Claims Live Course Registration View Recorded Course	Enter a new claim Edit an existing claim	27
ESG701	Add a Claim - Summary Only Launch US Launch Canada	Add a New Claim Complete the Simple Add Screen Complete the Claim Detail	5
ESG702	Add a Claim - Loss Notice Launch US Launch Canada	Add a New Claim Complete the Simple Add Screen Complete the Claim Detail Complete the Loss Notice	6
ESG703	Issue a Loss Notice Launch US Launch Canada	Access the Issue Loss Notice Option Issue the Loss Notice	3
ESG704	Print a Loss Notice Launch US Launch Canada	Access the Print Option Print the Loss Notice	1
ESG705	View/Edit Claim Details Launch US Launch Canada	Access a Claim Update a Claim	2
ESG706	Close/Reopen a Claim	Close a Claim Reopen a Claim	1
ESG707	Process Additional Parties Launch US Launch Canada	Add an Additional Party on a Claim Edit an Additional Party on a Claim Delete an Additional Party on a Claim	2
ESG708	Process Claim Payments Launch US Launch Canada	Add a Claim Payment Edit a Claim Payment	3
ESG709	Delete a Claim	Select a Claim Close the Open Activity Delete a Claim	2
ESG800	Transactions Live Course Registration View Recorded Course	Add transactions Manage invoices and corrections Financing Transactions, Installments and Transacting Services Print receipt for payments	43
ESG801	Add a Transaction Launch US Launch Canada	Add a Transaction Complete Billing, Invoice, and Commissions Tabs	10
ESG802	Edit/View Transaction Detail Launch US Launch Canada	Access the Transaction View/Edit the Transaction Detail	2
ESG803	Adjust Commission on a Transaction Launch US Launch Canada	Adjust Agency Commission Adjust Producer Commission	2
ESG804	Finance a Transaction	Locate Transaction Finance Transaction	5
ESG805	Generate an Invoice	Locate Transactions Generate Invoice	5
ESG806	Reverse a Transaction	Locate Transaction Reverse Transaction	3
ESG807	Print a List of Transactions	Display All Open Transactions Print List of Transactions	2
ESG808	Add an Installment Transaction	Access the Transaction List Add an Installment Transaction	10
ESG809	Print an Installment Schedule	Access an Installment Schedule Print an Installment Schedule	2
ESG810	Add a Split Receivable Transaction	Add a Split Receivable Template Split Receivables among Accounts Split Receivables among Contacts	7
ESG811	Add a Multi-Carrier Transaction	Access Transactions Create the Transaction	3
ESG812	Invoice Quality Check	Move a Transaction Approve an Invoice Reject an Invoice	2
ESG813	Move Transaction	Move a Transaction Generate an Updated Invoice	3
ESG814	Fee Revenue Deferral	Setup to use the Revenue Deferral Schedule Adding a Revenue Deferral Schedule	4
ESG815	Revise Premium	Revise Premium on a Split Receivable Reallocate Premium	3
ESG816	Generate Updated Invoices	Access the Transaction Generate an Updated Invoice	2
ESG817	Move Items off an Invoice	Remove Transaction from Invoice Generate Updated Invoice	2
ESG818	Understanding Invoice Grouping	Add an Item to a New Invoice Add an Item to an Existing invoice	5
ESG819	Add a Payment Transaction	Enter a Payment Transaction Apply Credits to Debits	4
ESG820	Add a Taxable Transaction Launch US Launch Canada	Identify Taxable Policies Bill a Taxable Policy	5
ESG821	Revising Taxable Transactions Launch US Launch Canada	Revise premium on a Taxable transaction Reverse Taxes/Fees Regenerate Taxes/Fees	3
ESG822	Revise Outstanding Payment	Revise Outstanding Payment Transaction Review Updated Installments	3
ESG823	Add a Binder Bill Transaction	Add a Binder Bill Transaction View Binder Status	3
ESG824	Close a Binder Bill Transaction	Close a Binder Bill Transaction Revise Transaction Premium	3
ESG825	Balance Transfer	Transfer a Balance Reverse a Balance Transfer	5
ESG826	Add a Service Transaction	Transacting on Individual Services	4

Reports

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
ER100	Basic Reports Live Course Registration View Recorded Course	Access Reports/Marketing area Customize reports for your agency View a report through Report Quick View	40
ER101	Access and View My Reports and Canned Reports	Access Reports Access Canned Reports	2
ER102	Modify a Report Set Criteria	Access Modify Criteria Set Agency Criteria Set Branch Criteria Set Client Type Criteria Set Date Entered Criteria	5
ER103	Modify a Report Add and Delete Column	Access Report Output Builder Delete Column Add and Align Columns	7
ER104	Modify a Report Sort	Access Report Output Builder Add New Major Sort Add New Minor Sort	5
ER105	Modify a Report Format	Access Report Output Builder Format Paper Size and Paper Orientation Format Individual Fields Expand and Hide Sections	4
ER106	Modify a Report Total	Access Report Output Builder Add Total Function Define Total Function	6
ER107	Modify a Report Delivery Options	Access Delivery Options Modify Default Recipient Add New Recipient Set Generate Report Time Information	6
ER108	Copy Report	Locate Report to Copy Copy Report	3
ER109	Revert to Default Report	Revert to Default Report Using Default Report Revert to Default Report Using User Created Report	3
ER110	Generate and Print and Print Preview Reports	Complete the Checks before Generating Generate Report Print and Print Preview Report	4
ER111	Use Report Quick View to View Reports	Generate Report Print Preview in Report Quick View Setup Report Links in Report Quick View Remove Report Links in Report Quick View	5
ER112	Modify a Report - Report Script Field	Access the Script Editor Create a Calculation	3
ER113	Modify a Report - Policy Search	Access Applications Reports Add and Modify Additional Criteria	3
ER200	Advanced Reports I Live Course Registration View Recorded Course	Utilize Output Builder Recognize data columns, data fields and data field editor Discern where and how to use the Total function	29
ER300	Advanced Reports II Live Course Registration View Recorded Course	Add a Conditional Detail Region Use Formulas in the Report Layout Increase Report Efficiency by Using Conditional Total Fields	30
ER400	Marketing Reports Live Course Registration View Recorded Course	Utilize fields for future marketing Create a marketing campaign Import prospects	49
ER401	Marketing Report: With This, Not That	Select the Report Criteria Set the Delivery Options Generate the Report and Launch the Campaign	5
ER402	Generate and Email Reports with Merged Data	Set Up a Marketing Letter for Email Delivery Generate a Marketing Letter as Email	2
ER403	Configure Prospect Import	Identify and Select the Detail Section Add and Adjust a Mapping	5
ER500	myEpic Reports Live Course Registration View Recorded Course	Understand reporting functionality for myEpic Utilize report output to make management decisions Increase efficiency by identifying bottlenecks in workflows	19
ER600	Epic Sales Automation Reports Live Course Registration View Recorded Course	Understand Dashboard Reporting and Utilize Epic Sales Automation Reporting Capabilities	32

Accounting

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
EA100	General Ledger Transactions Live Course Registration View Recorded Course	Add and Manage General Ledger Activities Transfer funds between Bank Accounts Perform Actions on Client Transactions Generate Invoices	56
EA101	Add a GL Activity	Access the General Ledger Activities Add a GL Activity	2
EA102	Add a GL Activity Note	Locate the GL Activity Add a GL Activity Note	2
EA103	View All GL Activity Notes	Access the GL Activity View All of the Notes for a GL Activity	2
EA104	Reopen a GL Activity	Reopen a General Ledger Activity Access the Opened General Ledger Activity	2
EA105	Edit/View a GL Activity	View the General Ledger Activity Edit the General Ledger Activity	2
EA106	Add a Task to a GL Activity	Add a Task to a General Ledger Activity	3
EA107	Close a Task on a GL Activity	Close a Task on a General Ledger Activity	2
EA108	Close a General Ledger Activity	Close a General Ledger Activity	2
EA109	General Ledger Activity Drilldown	Drilldown to View the Associated Item	2
EA110	A/R Write Off	Write-Off an A/R Item Complete the Activity Detail View the Receivable Detail	2
EA111	Apply Credits to Debits	Apply Credits to Debits	3
EA112	Unapply Credits to Debits	Unapply Credits to Debits	2
EA113	Void Payment	Void a Payment Enter a NSF Charge	3
EA114	Transfer Funds	Transfer Funds from One Bank to Another	3
EA200	Receipts and Journal Entries Live Course Registration View Recorded Course	Manage Receipts Process Pending Payments Utilize Journal Entries Recurring and default Journal Entries	54
EA201	Add a Receipt	Complete Basic Add Screen Enter Payments	7
EA202	Edit a Receipt	Add a Payment to a Receipt Edit a Payment on a Receipt	3
EA203	Finalize a Receipt	Finalize a Receipt	1
EA204	Delete a Suspended Receipt	Delete a Suspended Receipt	1
EA205	Deposit Register	Create a New Deposit Register Layout Run the On Demand Deposit Register	2
EA206	Add a Cash on Account Receipt	Create a Receipt Modify Receipt Detail	3
EA207	Adjust a Receipt	Adjust a Receipt View Adjusted Payments	3
EA208	Create Transmission File Launch US Launch Canada	Create a Transmission File	3
EA209	Pay Commission/Payable Items in Receipts	Pay Items in Receipts View Generated Statements	9
EA210	Pay Statements in Receipts	Pay a Statement in Receipts	4
EA211	Process Payment Transactions	Locate Payments Process Additional Payments	3
EA212	Add a Journal Entry	Access the Journal Entry List Add a Journal Entry	3
EA213	Edit a Journal Entry	Edit a Journal Entry	2
EA214	Void a Journal Entry	Void a Journal Entry	1
EA300	Disbursements and Vouchers Live Course Registration View Recorded Course	Process Disbursements Utilize Vouchers	43
EA301	Add a Disbursement	Add a Vendor Disbursement Complete the Detail	5
EA302	Add an Advance Premium Disbursement	Add an Advance Premium Disbursement Complete the Detail	3
EA303	Add a Return Premium Disbursement	Add a Return Premium Disbursement Complete the Detail	3
EA304	Edit/View a Disbursement	Edit a Disbursement	2
EA305	Void a Disbursement	Void a Disbursement	2
EA306	Print Checks	Print Checks	2
EA307	Create Interagency Transfer in Disbursements	Add a Disbursement for Interagency Transfer Apply Payment to a Statement	3
EA308	Reprint Checks	Access the Reprint Checks Option Reprint Checks	3
EA309	Add a Voucher	Access the Vouchers Area Add a Voucher	4
EA310	Edit/View a Voucher	Access the Vouchers Area Edit a Voucher	2
EA311	Pay Voucher	Access the Vouchers Area Pay Vouchers	2
EA312	Void Voucher	Access the Vouchers Area Void Vouchers	2
EA400	Premium Payable Reconciliation Live Course Registration View Recorded Course	Reconcile a Premium Payable statement Close a statement Associate General Ledger items Manage a statement	36
EA401	Add a Premium Payable Reconciliation	Access Reconciliations Add Premium Payable Reconciliation Complete the Premium Payable Reconciliation	5
EA302	Edit Premium Payable Reconciliation	Edit Premium Payable Reconciliation	1
EA403	Delete Premium Payable Reconciliation	Delete Premium Payable Reconciliation	1
EA404	Associate a GL Item - Premium Payable	Associate a GL Item	2
EA405	Close Without Paying	Close a Statement Without Paying	2
EA406	Reopen Statement	Locate the Closed Statement Reopen the Statement	3
EA407	Modify Payment Month	Modify a Payment Month for Premium Payable	2
EA408	Remove Associated GL Item	Remove Associated GL Item	1
EA409	Pay Statement	Pay a Premium Payable Statement	3
EA410	Finalize Statement	Finalize a Premium Payable Statement	2
EA411	Batch Process Company Statements	Add a Batch Process Modify Statement and Distribution Options	4
EA412	Broker Intermediary Reconciliations - Premium Payable	Enter the Broker Intermediary Reconciliation	2
EA413	Premium Payable Reconciliation Discrepancy	Enter a Discrepancy Correct the Discrepancy Resolve the Discrepancy	3
EA414	Reverse a Premium Payable Statement	Reverse a Reconciliation Statement Modify a Recreated Statement	4
EA500	Direct Bill and Bank Reconciliation Live Course Registration View Recorded Course	Reconcile a Direct Bill statement Close a Direct Bill statement Manage a Direct Bill statement Reconcile a bank statement Manage a bank statement	37
EA501	Add a Direct Bill Reconciliation/Reconcile Commissions	Access Direct Bill Reconciliations Create a Direct Bill Statement Reconcile Commission	6
EA502	Add a Direct Bill Reconciliation/Record Commissions	Access Direct Bill Reconciliations Create a Direct Bill Statement Record Commission	6
EA503	Edit/View a Direct Bill Reconciliation	Edit a Direct Bill Reconciliation Statement	3
EA504	Delete Direct Bill Reconciliation	Delete a Direct Bill Reconciliation	1
EA505	Associate GL Item - DB	Associate a GL Item to a Direct Bill Statement	2
EA506	Close Without Paying	Close a Direct Bill Statement Without Paying	1
EA507	Reopen Statement	Locate the Closed Statement Reopen the Statement	2
EA508	DB - Modify Payment Month	Modify a Payment Month for a Direct Bill	2
EA509	DB - Remove an Associated GL Item	Remove an Associated GL Item from a Direct Bill	1
EA510	Pay Statement	Pay a Direct Bill Statement	2
EA511	Finalize Statement	Finalize a Direct Bill Statement	1
EA512	Add a Cash on Account DB Reconciliation	Adding a DB Reconciliation Selecting Items for Payment	2
EA513	Broker Intermediary Reconciliations - DB	Enter the Broker Intermediary Reconciliation	2
EA514	Add Bank Reconciliation	Access Bank Reconciliations Add Bank Reconciliation	3
EA515	Edit Bank Reconciliation	Edit Bank Reconciliation	2
EA516	Delete a Bank Reconciliation	Delete a Bank Reconciliation	1
EA517	BR - Finalize Statement	Finalize a Bank Statement	1
EA518	Reopen Statement - BR	Locate the Closed Statement Reopen the Statement	2
EA600	Producer/Broker Reconciliation Live Course Registration View Recorded Course	Add a Producer/Broker Payable Reconciliation Utilize statement actions Batch process statements	29
EA607	Finalize Producer/Broker Payable Statements	Finalize Producer/Broker Payable Statements	1
EA610	Reopen Producer/Broker Payable Statement	Locate the finalized Statement Reopen the Statement	2
Broker Payables Reconciliations
EAB601	Add a Broker Payable Reconciliation	Define Criteria for Broker Payable Reconciliation View Reconciliation Detail	6
EAB602	Edit a Broker Payable Reconciliation	View Reconciliation Statement Summary Edit Reconciliation Statement Detail	4
EAB603	Associate a General Ledger Item - Broker Payable	Associate a GL Item to a Broker Payable Statement	2
EAB604	Close a Broker Payable Statement Without Paying	Close a Broker Payable Statement without Paying Locate Closed Statement	2
EAB605	Add Additional Items - Broker	Access Reconciliation Detail Add Item to Statement	2
EAB606	Modify Payment Month - Broker Payable	Modify Payment Month for a Statement Access Statement Detail	2
EAB608	Pay a Broker Payable Statement	Pay a Broker Payable Statement	2
EAB609	Reverse a Broker Payable Statement	Reverse a Reconciliation Statement Modify a Recreated Statement	4
Producer Payables Reconciliations
EAP601	Add a Producer Payable Reconciliation	Define Criteria for Producer Payable Reconciliation View Reconciliation Detail	6
EAP602	Edit a Producer Payable Reconciliation	View Reconciliation Statement Summary Edit Reconciliation Statement Detail	4
EAP603	Associate a General Ledger Item - Producer Payable	Associate a GL Item to a Producer Payable Statement	2
EAP604	Close a Producer Payable Statement	Close a Producer Payable Statement Locate Closed Statement	2
EAP605	Add Additional Items- Producer	Access Reconciliation Detail Add Item to Statement	2
EAP606	Modify Payment Month - Producer Payable	Modify Payment Month for a Statement Access Statement Detail	2
EAP608	Pay a Producer Payable Statement	Pay a Producer Payable Statement	2
EAP609	Reverse a Producer Payable Statement	Reverse a Reconciliation Statement Modify a Recreated Statement	4
EA700	Validating Receivables Live Course Registration View Recorded Course	Identifying out-of-balance situations Validating and balancing Accounts Receivables Validating and balancing Premium Payables	49
EA800	Month-End Processing Live Course Registration View Recorded Course	Prepare the System for Month-End Process Month-End Reports Generate and Verify Month-End Journal Entries Post Month-End	32
EA801	Month-End	Access the Month-End List View the Months that are Closed - Not Finalized	1
EA802	Change Default Month	Change Default Month	1
EA803	Lock/Unlock Month	Lock/Unlock Month View the Locked Months	1
EA804	Generate Journal Entries	View System Generated Journals Schedule Journal Entries	1
EA805	Modify Next Scheduling/Recurrence - Generate Journal Entries	Modify Recurrence of Journal Entries	2
EA806	Close Month	Close the Accounting Month	2
EA807	Open Month	View the Closed – Not Finalized list Open an Accounting Month	2
EA808	Finalize Month	Finalize Month View the Months – All	2
EA809	Generate Statements	Select Criteria Generate Statements	5
EA810	Modify Initial Month	Access Agencies Structure Modify Initial Month	2
EA811	Close an Accounting Year	Access Year-End Close an Accounting Year	2
EA900	Month End Reports Live Course Registration View Recorded Course	Income Statement and Balance Sheet Status of Accounts Producer Commission and Deposit Register	43
EA1000	Accounting Reports Live Course Registration View Recorded Course	Differentiate between 'basic' and 'balancing' reports Review Basic Reports: Billing Register, Verify Transaction Commissions, Pr/Br Agrmts, Production Ranking Report, Premium Trust Reconciliation Report	42
EA1001	General Ledger Register	Locate the General Ledger Register Report Run the General Ledger Register	3
EA1002	Status of Accounts	Locate the Status of Accounts Report Run the Status of Accounts	2
EA1003	On Demand Transaction Reconciliation Report	Access Report layouts On Demand Transaction Reconciliation Report	4
EA1004	On Demand Government Payable Reconciliation Report Launch US Launch Canada	Run the Government Transaction Reconciliation Report	3
EA1005	Deposit Register	Create a New Deposit Register layout Run the On Demand Deposit Register	5
	Government Payables Reconciliations
EA1101	Add a Government Payable Reconciliation Launch US Launch Canada	Define Criteria for a Gov Payable recon View Reconciliation Detail	5
EA1102	Associate a GL Item to a Government Payable Reconciliation Launch US Launch Canada	Associate GL Item to a Gov Payable Statement	3
EA1103	Finalize a Government Payable Statement Launch US Launch Canada	Finalize a Government Payable Statement	3
EA1104	Pay a Government Payable Statement Launch US Launch Canada	Pay a Government Payable Statement	3
	Share Revenue
EA1201	Share Revenue - Configuration	Enable Revenue Sharing Configure Revenue Sharing Security	5
EA1202	Sharing Revenue - Policies	Use a House Producer to Share Revenue Use a commissionable Producer to Share Revenue	9
EA1203	Share Revenue - Billing	Bill a Policy with Revenue Sharing Adjust Revenue Sharing Information	4
EA1204	Share Revenue - Transition	Renew a Policy after Enabling Share Revenue Update Line Information	5
	General Ledger Export
EA1301	Add a General Ledger Export Batch	Add a General Ledger Export Batch	4
EA1302	Modify Next Scheduling/Recurrence - GL Export	Modify Recurrence of GL Export Batches	2
	General Ledger Import
EA1401	Import Direct Bill Transactions	Add a Batch of Transactions View the Batch Details Import the Batch View the Reconciliation	6
EA1402	Import Lockbox Receipts	Add a Batch of Receipts View the Batch Details Import the Batch View the Receipt	5
EA1403	Import Reconciliation Statements	Add a Reconciliation batch View the batch details Import the batch	6
	General Ledger Budgets
EA1501	GL Budget Import	Configure Budget Import Import a Budget	6
EA1502	Add Budget - Existing Amounts	Define Criteria for a Budget Create a Budget	3
EA1503	Add Budget - Manual Entry	Add a Budget Complete Budget Detail	4
EA1504	Export GL Budget	Export a GL Budget View Exported file	3
EA1505	Apply Global Increase/Decrease	Apply a Global Increase	3
	Procedures
EA1601	Generate Late Charges	Update Entities for Late Charges Generate Late Charges	5

System Administration

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
EC100	Activity Configuration Live Course Registration View Recorded Course	Introduction to using activities in Epic Configure activities Report on activity data Why Activities Matter	32
EC101	Activity Code Configuration	Access Activity Code Configuration Configure Basic Activity Settings Configure Further Actions Configure Tasks, Time/Cost, and Categories	7
EC102	Unsuccessful Reasons Configuration	Access Activity Unsuccessful Reasons Screen Add an Activity Unsuccessful Reason Edit an Activity Unsuccessful Reason Delete an Activity Unsuccessful Reason	5
EC103	Activity Category Configuration	Create an Activity Category Assign Activity Codes to an Activity Category	2
EC110	User Options Configuration Live Course Registration View Recorded Course	Customize Home Base Set up Notifications on Home Base	16
EC111	Define User Defaults	Access the User Defined Defaults Area Define User Defaults	3
EC112	Configure Quicklinks	Access Customize Quicklinks Configure an Employee's Settings	3
EC113	Configure Sticky Notes	Access Customize Sticky Notes Configure an Employee's Settings	2
EC114	Configure Notifications	Access Notifications Set Up Notifications	2
EC115	Print Destination	Edit an Employee's Print Destination Copy Print Destination Settings to Other Employees	3
EC116	Region and Language Launch US Launch Canada	Modify Region and Language Settings Open Account in a Different Language	5
EC120	Account Configuration Live Course Registration View Recorded Course	Connect Accounts with Relationships Classifications and Prefills Configure Policy Statuses and Types Review User Options Field Defaults for Policies	23
EC121	Agency Defined Categories	Add an Agency Defined Category Apply an Agency Defined Category to a Client Apply an agency defined category to a LOB Run a Report for Agency Defined Categories	7
EC122	Define Relationships	Access Define Relationships Add a Relationship	2
EC123	Import/Export Contacts Configuration	Access Import/Export Contacts Configuration Configure the Importing and Exporting of Contacts	2
EC124	Working with the DNC List Launch US Launch Canada	Enter FTC Subscription Info Update the DNC List Schedule Review Contact Permission Options	5
EC125	Managing FATCA in Applied Epic	Enable the Compliance Indicators Updating Companies Compliance Statuses Add compliance ID # Reporting on Compliant Status with ID #	8
EC130	Policy Configuration Live Course Registration View Recorded Course	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 Configure Policy Type Classifications and Prefills Impact on Reports and Setting up Security	33
EC131	Configure Policy Type	Access Configure Policy Types Define the Setting for a Policy Type Delete a Type Inactivate a Type Change the View Filter	8
EC132	Summary/Proposal Template Configuration	Access Template Area Copy a Current Template Revise Data to Create New Template Save New Template Print a List of Templates	8
EC133	Prefills Launch US Launch Canada	Configure a Prefill Prefill a Form	4
EC134	Configure Import/Export Risks	Access the Import/Export Risks Configuration Create a New Import/Export Risks File Mapping	3
EC135	Configure Supplemental Screens	Add a Supplemental Screen Install a Supplemental Screen	4
EC136	Additional Parties Descriptions	Enable Search by Additional Party Involvement Add an Additional Party Involvement Description	2
EC137	Document View	Add a Document View Install a Document View	7
EC140	Attachment Configuration Live Course Registration View Recorded Course	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	18
EC150	Epic Sales Automation Configuration Live Course Registration View Recorded Course	Understand Sales Automation in Applied Epic Manage the Sales Life Cycle Customize for Your Organization Implement Dashboard Capabilities	58
EC160	Letter Templates I Live Course Registration View Recorded Course	Create Template Folders Manage Existing Documents Perform Template Actions	41
EC161	Attachment Template Configuration	Access Attachment Template Configuration List Name New Attachment Template Set Template Association Allocate Template Folder Set Attachment Default Set Attachment Distribution & Add Comments Insert Data Into the Template Save Template	10
EC165	Letter Templates II Live Course Registration View Recorded Course	Create Template Folders Manage Existing Documents Perform Template Actions	25
EC166	Attachment Template Folder Configuration	Access Attachment Template Folder Add New Template Folder	3
EC167	Multilingual Attachment Templates Launch US Launch Canada	Add a New Template Language Copy Template to New Language Edit Copied Template Select Language When Adding a Document	6
EC170	Summaries of Insurance & Proposals I Live Course Registration View Recorded Course	Understanding Summary of Insurance / Proposal Templates Application-specific vs. Summary of Insurance Cover Pages / Proposal Documents Create Proposal Groups	22
EC171	Configure Proposal Groups	Access Proposal Groups Create a Proposal Group	3
EC172	SOI/Proposals Cover Page Configuration	Add a Proposal Cover Page Edit a Proposal Cover Page	5
EC175	Summaries of Insurance & Proposals II Live Course Registration View Recorded Course	Set up Summary of Insurance Cover Pages/Proposal Templates Edit Existing Summary Of Insurance/Proposal Documents/Templates Test and Produce the Summary of Insurance and Proposal Documents/Templates	29
EC176	Add/Edit Proposal Template	Add a Proposal Template Edit a Proposal template	3
EC177	Copy Proposal Template	Copy a Proposal Template Amend a Copied Proposal Template	3
EC178	Copy Proposal Document	Copy a Proposal Document Amend a Copied Proposal Document	3
EC180	Advanced Word Tools I Live Course Registration View Recorded Course	Create Advanced If Statements Use Word Field Switches	33
EC181	Using Ask Variables	Access Attachment Templates Add an Ask Variable to the Doc Template Use the Doc Template with an Ask Variable	5
EC182	Using If Statements	Access Attachment Templates Add an If Statement to the Document Template Use the Document Template With an If Statement	6
EC183	Using Replicate Commands	Add Replicate Command to Attach Template Use Template to Add Attachment to a Client	5
EC185	Advanced Word Tools II Live Course Registration View Recorded Course	Branding your Agency Creating Signature Blocks	35
EC200	Accounting Methods Configuration Live Course Registration View Recorded Course	Determine Accounting Methods for your Organization Configure Accounting Methods Review Security for Accounting Methods and Related Reports	19
EC210	Transaction Code Configuration Live Course Registration View Recorded Course	Purpose of Transaction Codes Impact of Codes on Transacting Setting up Codes	26
EC211	Transaction Code Configuration	Access the Transaction Codes Screen Add a Transaction Code Edit a Transaction Code Delete a Transaction Code	4
EC212	Installment Plan Configuration	Access the Installment Plan Screen Add an Installment Plan Edit an Installment Plan Delete an Installment Plan	4
EC220	Chart of Accounts Configuration Live Course Registration View Recorded Course	Purpose of Configuring Chart of Accounts Impact of the Accounts on Workflow	19
EC221	Configure Required Accounts	Access Required Accounts Install Required Accounts Generate Required SubAccounts	7
EC230	Accounting Entity Configuration Live Course Registration View Recorded Course	Purpose of Accounting Entity Setup Impact of Accounting Entity Setup	40
EC231	Add a Company Commission Agreement	Access Company Commission Agreements Add a Company Commission Agreement	5
EC232	Add an Employee/Broker Commission Agreement	Access Employee/Broker Commission Defaults Add an Employee/Broker Commission Default	5
EC233	Agreement Detail	View the Agreement Detail	2
EC234	Broker Detail Launch US Launch Canada	Enter Billing Information Enter Accounting Information Enter Compliance/Identification Numbers Enter Categories/History Information	4
EC235	Company Detail Launch US Launch Canada	Enter Type/Billing Information Enter Compliance/Identification Numbers Enter Categories/History Information	4
EC236	Company/Broker Contracts	Modify Company Account Detail Add a Company Payable Contract	4
EC237	Copy a Commission Agreement	Copy a Commission Agreement View the Copied Commission Agreement	3
EC238	Delete a Commission Agreement	Delete a Commission Agreement	1
EC239	Edit/View a Commission Agreement	Edit a Company Commission Agreement	2
EC240	Employee Detail	Enter Service/Producer Information Enter Personal/Contact Information Enter Personnel Information View Employees Activities/Tasks/Workflows Enter Sales Information Enter Categories/History Information	5
EC241	Finance Company Detail	Enter Billing Information Enter Categories/History Information	3
EC242	Other Interest Detail	Enter Billing Information Enter Categories/History Information	2
EC243	Producer Payable Contracts	Add a Producer Payable Contract	2
EC244	Vendor Detail Launch US Launch Canada	Enter Service/Business Information Enter Categories/History Information	4
EC245	Add a Tiered Commission Agreement	Add Risk-based Tiered Commission Agreement Define Tiered Commission Ranges	7
	Additional Configure Accounting Tutorials
EC246	Check Layout Configuration	Add a Check Layout Edit a Check Layout	7
EC247	Configure GL Schedules	Locate General Ledger Schedules Configure General Ledger Schedules	2
EC248	Statement Layout Configuration	Access Statement Layout Builder Edit the Statement Layout Revert to Default Layout	7
EC249	Invoice Layout Configuration	Add an Invoice Layout Edit an Invoice Layout Reassign an Invoice Layout	10
EC250	Message Gallery Configuration	Access the Message Gallery Screen Add a Message Edit a Message Delete a Message	3
EC251	Lockbox Configuration	Add a New Mapping Format Set Import Locations Add Mapping Format Details Add Fields to Map Arrange Order of Mapped Fields Save Mapping Format	4
EC252	DB Import Configuration	Add a New Mapping Format Add Fields to Map Arrange Order of Mapped Fields Save Mapping Format	4
EC253	Recurring Disbursements	Add a Recurring Disbursement Edit a Recurring Disbursement Inactivate a Recurring Disbursement	4
EC254	Recurring Journal Entries	Add a Recurring Journal Entry	3
EC255	Default/Recurring Vouchers	Access Default/Recurring Vouchers Add a Recurring Voucher	3
EC256	Configure Allocation Entries- Percentages	Add an Allocation Method Enter Values for Allocation Method	7
EC257	Configure Allocation Entries - Not Percentages	Add an Allocation Method Add an Allocation Structure Grouping	3
EC258	Import Allocation	Format a Spreadsheet for Import Import Allocation	3
EC259	Using Allocations	Using an Allocation View Allocation Information on Detail Rows	5
EC260	Producer Reconciliation Configuration	Enable Producer Reconciliation Define Required Account Configure Maximum Write-offs Set up Producers to Reconcile Review Security Options Flag all Previous Items	6
EC261	Modify Agency/Direct Bill Commission (Producer)	Update Agency/Direct Bill Commission settings View settings for an individual Producer Update settings for an individual Producer	4
EC262	Broker Reconciliation Configuration	Enable Broker Reconciliation Define Required Accounts Configure Maximum Write-offs Review Security Options Flag All Previous Items	6
EC263	Modify Agency/Direct Bill Commission (Broker)	Update Agency/Direct Bill Commission settings View settings for an individual Broker Update settings for an individual Broker	4
EC264	Reversal/Void Reason Configuration	Add a transaction reversal reason Add a General Ledger void reason	5
EC265	Configure Government Tax/Fee Rates Launch US Launch Canada	Configure a Tax Rate Copy a Tax Rate	5
EC266	Reconciliation Statement Configuration	Add a New Mapping Format Add Fields to Mapping Save/Copy Mapping Format	4
EC300	Custom Forms I Live Course Registration View Recorded Course	Identify the Benefits of Custom Forms Design the Form Add the Form	49
EC310	Custom Forms II Live Course Registration View Recorded Course	Install Custom Form Integrate Custom Form Utilize Import and Export	49
EC320	Custom Forms III Live Course Registration View Recorded Course	Understanding Form Letters/Templates Setting up a Template Testing Templates	17
EC301	Configure Custom Forms	Access the Option Add a Custom Form Edit a Custom Form Install a Custom Form Edit a Schedule Screen	12
EC311	Forms Integration Configuration	Access Integration Set Up Integration	5
EC321	Import/Export Custom Items	Export Custom Forms Import Custom Forms	3
EC322	Custom Form Export Configuration	Add a Custom Form Export Template Install a Custom Form Export Template Custom Form Export Integration	8
EC400	myEpic Setup Live Course Registration View Recorded Course	Configure Groups Configure Workflows Security	19
EC401	Configuring myEpic	Modifying a myEpic Workflow Detail Inactivating a myEpic Workflow Setting up myEpic Groups	4
EC501	Merge Email Data Configuration	Set Up Template as a Merged Data Email Use the Preview as Embedded Mail Tool	5
EC502	Fax Cover Page Configuration	Access Fax Cover Page Configuration Add New Cover Page Type Up Cover Page by Inserting Data Save the Cover Page	5
EC601	Configure Queues	Access the Queues Setup Add a Queue Edit a Queue Delete a Queue	3
EC602	Configure Distribution Email Accounts	Enter an Email Profile Test the Profile Entered Change Primary Email Account	3
EC701	Links - Configuration and Use	Access the Links Configuration Add a Links Entry Use Links	3
EC702	Configure Link Groups	Access Groups Create a New Grouping	3
EC703	Single Sign On to CSR24	Add Applied CSR24 link Create a Digital Certificate Test SSO access to Applied CSR24 from Client Account	3
EC801	Auto ID Configuration	Access Auto IDs Configure Create a Fleet Card Create a Personal Line Card	5
EC802	Import/Export Proofs Configuration	Access the Import/Export Configuration Area Create a New Import/Export File Mapping	2
EC803	Binder Configuration	Access the Binder Configuration Screen Set Up Binders	2
EC804	Evidence Configuration	Access Evidence of Property Configuration Edit Evidence of Property Settings	2
EC805	Set Up Premium Proof Processing	Set Up Premium Proof Processing Access Premium Proof Processing	2
EC806	Configure Certificates	Access Certificate Configuration Update Certificate Configuration	1
EC901	Security Groups Configuration	Access Security Groups Configuration Add a Security Group Add Members to the Group Define Program Access to the Group	6
EC902	Login Configuration	Access Login Configuration Create a New Login Reset a Login's Password	6
EC903	User Configuration	Access User Configuration Edit Employee Code and Group Membership Edit Structure Access Edit Program Access Edit Bank Account Access	8
EC904	Set Password Policy	Access Password Policy Set Password Policy	4
EC1001	Managing Organization Contacts	Enter Organization Contact Information Define Primary Contact Information for an Agency	7
EC1002	Workflow Defaults	Configure Workflow Defaults Copy Workflow Defaults View the Organization Contact Tab	5

Interface

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
EI100	Introduction to Interface View Recorded Course	Purpose of Interface Identify types of download	20
EI200	Policy Download Configuration View Recorded Course	Configuring Interface Agency Options Configuring Interface Company Options Understanding Security Options	35
EI201	Agency Interface Configuration Launch US Launch Canada	Add an IVANS Mailbox Set Batch Files Location Set Interface Purge Options	4
EI202	Company Interface Configuration Launch US Launch Canada	Set Download Options Set Status Code Options Review NAIC/Contract/Producer Subcode Tabs	3
EI203	Copy Interface Setup Launch US Launch Canada	Access the Copy Company Interface Feature Copy Company Interface Settings	2
EI204	Communication Log Report Launch US Launch Canada	Access and Review Interface Reports Access Agency Interface Configure	5
EI205	Configure Activity Notes Launch US Launch Canada	Accept Activity Notes Download Configure Activity Notes Activities and Attachments Settings	5
EI250	Policy Download Processing View Recorded Course	Identify Matching Criteria Recognize the impact of policy Status and Stage Differentiate between IVANS & Batch Update Manage the Communication Log Assign and Update Items in Suspense	57
EI251	Process Downloaded Policy Suspense Item Launch US Launch Canada	Locate D-Row Process D-Row	2
EI252	Process Daily Downloads Launch US Launch Canada	Batch Update from Files Assign Suspended Policy to New Customer Assign Suspended Policy to Existing Customer Update Items in Suspense	4
EI253	Process Reinstatement (REI) Items Out of Suspense Launch US Launch Canada	Access Items in Suspense Process Download REI Transactions	5
EI254	Reprocess Items in Suspense Launch US Launch Canada	Recognize Missing DBCD Information Run the Reprocess Items in Suspense Action	3
EI255	Reprint the Communication Log	Access Interface Management Reprint the Communication Log	3
EI256	Process an Activity Note in Suspense Launch US Launch Canada	Retrieve Activity Notes from IVANS Process Activity Notes in Suspense Run Suspense Update	5
EI257	Change Effective/Expiration Dates in Policy Suspense	Search for an Existing Client/Policy Update Existing Effective and Expiration Dates	3
EI300	Direct Bill Commission Download Configuration View Recorded Course	Configure Interface Company Options for Direct Bill Commission Download (DBCD) Understand the Impact of Transaction Codes on DBCDM Understand Security Options	30
EI301	DBCD Configuration	Access DBCD Configuration Configure the Company Direct Bill Tab	3
EI350	Direct Bill Commission Download Processing View Recorded Course	Process a DBCD file Manage the Communication Log Assign and Update items out of Suspense.	30
EI351	DBCD - Assign Items in Suspense	Access Direct Bill Items in Suspense Assign Direct Bill Items in Suspense	3
EI352	DBCD - Update Items in Suspense	Access Interface Management Run Update Items in Suspense for Direct Bill	1
EI353	Carrier Statements	Associate a GL Item Remove an Associated GL Item	2
EI400	Automated Download Invoicing Configuration View Recorded Course	How to Configure Interface Company Options for Automated Download Invoicing Security Options	20
EI401	ADI Configuration Launch US Launch Canada	Access Company Interface Setup Automated Download Invoicing Setup	4
EI450	Automated Download Invoicing Processing View Recorded Course	Matching Criteria Process an ADI file Manage the Communication Log Assign and update items out of ADI Suspense	26
EI451	Process ADI Items Out of Suspense Launch US Launch Canada	Review ADI Items in Suspense Update ADI Items in Suspense	4
EI500	Claims Download Configuration View Recorded Course	Configure Interface Company for Claims Download Utilize Claims Download activities Assess Security options	15
EI501	Claims Download Configuration	Set Up Activities Configure Claims Download	5
EI550	Claims Download Processing View Recorded Course	Process Claims Download Manage the Communication Log Assign and update Claims out of Suspense	18
EI551	Process Claims Download	Access Claims in Suspense Update an Existing Claim Create a New Claim Update Claims in Suspense	5
EI600	Real-Time Configuration View Recorded Course	Configure Real-Time Understand Security Options	21
EI601	Configure Rate Manager	Understand Real-Time Options Process a Quote in Rate Manager	1
EI602	Finance Company Configuration	Access Finance Company Configuration Assign Contract Numbers Update Real-Time	2
EI650	Real-Time Processing View Recorded Course	Understand Real-Time Options Process a Quote in Rate Manager	35
EI651	Rating Workflow CL	Access the Real-Time Interface From Policies Rate a Policy Through the Real-Time Interface Identify All Areas in the Transaction Results Update the Policy Information With the Rate	6
EI652	Rating Workflow PL Launch US Launch Canada	Access the Real-Time Interface from Policies Rate a Policy Through the Real-Time Interface Identify All Areas in the Transaction Results Update the Policy Information with the Rate	6
EI653	Premium Finance Interface	Transact a Policy Through the Real-Time Interface Identify the Areas in the Transaction Results	3
EI654	Quoting with Rating Services Launch Canada	Access Real-Time Quote Update Applied Epic Attachments and Activities	3
EI655	Send a Reverse Alert! with an Attachment	Set Up a Reverse Alert! with an Attachment Send the Reverse Alert!	3
EI656	Using Rate Manager	Set up for Quoting Submit a Rating Request Receive a Rating Request	7

Optimize

Course #	Course Name	Objectives	Time
EOPT100	Business Process Management Using myEpic Live Course Registration	Adopting myEpic into your Office Transitioning Staff to myEpic Workflow Usage Tracking Staff Workload and Creating Workflow Legacy
EOPT200	Optimizing use of Benefits Functionality Live Course Registration	Implementing Epic Benefits Preparing Staff to Move Benefits Workflows to Epic Fostering Consistency across Departments and Enhancing Transparency through Reporting
EOPT300	Optimizing Epic Sales Automation Live Course Registration	Bringing Sales Tracking to Epic Motivating and Setting Goals for Producers Tracking and Reporting Revenue

Procedures

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
	Job Management
ESG901	Job Management Queuing	Access Job Management Queues Change the Queue and Priority of a Job	5
ESG902	Send, Receive, and Route a Fax	Send a Fax Receive a Fax Attach a Fax to a Policy	2
ESG903	Resend a Fax	Access the Re-Send a Fax Feature Re-Send a Fax	2
ESG904	Assign Unrouted Faxes	Access Unrouted Faxes Assign an Unrouted Fax	2
ESG905	Distribute Files via Fax Using Epic Document Writer	Use Applied Epic Document Writer Define Distribution Parameters Distribute Document via Fax	3
ESG906	Distribute Files via Email Using Epic Document Writer	Use Applied Epic Document Writer from Microsoft Word Define Distribution Parameters Distribute Document via Email	5

Utilities

Items with this background color are Applied Epic Courses

Applied Epic Courses - all times shown are for recorded courses only

Course #	Course Name	Objectives	Time
EU101	Archive Accounting Utility View Recorded Course	Access the utility Run the accounting archive process Interpret the archive history View archived transactions	10
	Interface
EU401	Recall Messages Received	Access the Utility Recall Messages	2
	Reassign
EU501	Set Up Workload Reassignment	Set Up Workload Reassignment Set Up Error Report	4
EU502	Run Workload Reassignment Utility	Run the Preview Workload Reassignment Report Reassign Workload	2