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Client Servicing Personal Lines (Canada)

This track provides personal lines servicing staff members with the core knowledge required to use Applied Epic as part of everyday activities. This track is applicable to brokerages in Canada as it uses CSIO forms throughout and workflows appropriate for the Canadian market.

It is recommended that you review the General Foundation Courses before taking any courses that apply to your particular position. At minimum, each individual should take ESG100 Home Base, ESG200 Activities, ESG300 Attachments, and ESG500 Accounts and Contacts. If your organization utilizes myEpic, ESG400 myEpic Servicing is also recommended.

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.

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Courses

These are the courses for the Client Servicing track:

Course #	Course Name	Objectives	Live	Recorded	Time	Materials
ESG100	Home Base	Navigate Home Base Locate Accounts in Epic View Client Detail Customize and Filter Lists Utilize the Help File and Online Chat	Register	Launch	48	PDF
ESG200	Activities	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	Register	Launch	47	PDF
ESG300	Attachments	Insert Files and Emails Utilize Scanning Options Customize the Attachments List	Register	Launch	59	PDF
ESG350	Introduction to the Distribution Manager	Understand Distribution Manager Use the Common Distribution Manager Features		Launch	18
ESG351	Local and Distributed Email Explained	Understand When Epic Email Flows Through Local Email Evaluate When Distributed Email Flows Through Epic Servers		Launch	28
ESG400	myEpic Servicing	Using myEpic Workflows Suspending and Discontinuing myEpic Workflows	Register	Launch	21	PDF
ESG500	Accounts & Contacts	Add a Client Account Manage a Client's Contact Record Change Client Account Status and Client Type	Register	Launch	42	PDF
ESG600	Service Contracts	Track Value Added Services with Client Contracts Associate Services Related to Policies Add and Update Itemizations Record Time and Cost for Each Itemization	Register	Launch	18	PDF
ESPC100	Adding Policies I	Add a New Package Policy Add a New Monoline Policy	Register	Launch	53	PDF
ESPC200	Adding Policies II	Complete Miscellaneous Policy Actions Print and Review an Application Identify and Understand the Common Screens Used Within Policies Renew and Update an Application	Register	Launch	33	PDF
ESPC300	Servicing Policies I	Endorse a Policy Manage Proofs of Insurance	Register	Launch	42	PDF
ESPC400	Servicing Policies II	Utilize Service Summary Rows Process a Cancellation Reinstate a Policy Issue a Renewal	Register	Launch	27	PDF
ESG700	Claims	Enter a new claim Edit an Existing Claim	Register	Launch	27	PDF
ESG800	Transactions	Add Transactions Manage Invoices and Corrections Financing Transactions, Installments, and Transacting Services Print Receipt for Payments	Register	Launch	43	PDF

Interactive Tutorials

These are the interactive tutorials for the Client Servicing track. Click the links to launch the lessons.

Lesson #	Lesson Name	Time
ESG000 - Epic Basics
ESG001	Login	6
ESG002	Single Sign On	3
ESG100 - Home Base
ESG101	Home Base	12
ESG102	Lists	7
ESG103	Print a Barcode	5
ESG104	Print a Blank CSIO Form	1
ESG105	View Other Employees' Activities	6
ESG106	Print a Receipt for Payment	3
ESG107	Using Sticky Notes	5
ESG108	Manage Activities and Tasks from Home Base	3
ESG109	Locate an Account	5
ESG110	Client Detail	3
ESG111	Inactivate/Reactivate an Account	5
ESG112	Add a Relationship to an Account	4
ESG113	Using Quicklinks	4
ESG114	Site ID	3
ESG115	Using Import Prospects	7
ESG116	Using Notifications	3
ESG117	Configurable Required Fields	2
ESG200 - Activities
ESG201	Add an Activity	5
ESG202	Add an Activity with Tasks	12
ESG203	Add an Activity Note	5
ESG204	Close an Activity	4
ESG205	Reopen/View/Edit Activities	7
ESG206	Close an Activity with Tasks	10
ESG207	Drill Down	4
ESG208	View all Activity Notes	2
ESG300 - Attachments
ESG301	Edit Attachment Details	2
ESG302	Move an Attachment to Another Account	5
ESG303	Delete an Attachment	1
ESG304	Attach an Existing File	3
ESG305	Acquire and Attach an Image	4
ESG306	Process Unrouted Attachments	5
ESG307	Send Attachment Via Email	4
ESG308	Add New Document Using a Template	6
ESG309	Scanned Signatures	3
ESG310	Compose an Email Message	5
ESG311	Add an Attachment to an Email	5
ESG312	Reply to an Email Message	3
ESG313	Forward an Email Message	5
ESG314	Front End Scanning From Home Base	4
ESG315	Back End Scanning From Home Base	6
ESG316	Move Attachments Through Utilities	4
ESG317	Batch Scan Import	3
ESG400 - myEpic Servicing
ESG402	Overseeing myEpic Workflows	7
ESG500 - Accounts & Contacts
ESG501	Add an Account	4
ESG502	Change Client Type	2
ESG503	Add a Contact	3
ESG504	Contact Detail - Individual	6
ESG505	Contact Detail - Business	6
ESG506	Change Contact Category	5
ESG507	Change Primary Contact	1
ESG508	Delete a Contact	3
ESG509	Transfer Policy App Info to Contact Detail	4
ESG510	Change Main Business Contact	2
ESG511	Import/Export Contacts	4
ESG600 - Client Contracts
ESG601	Adding a Client Contracts Service	4
ESG602	Reopen a Client Contracts Service	3
ESG603	Renew a Client Contracts Service	3
ESPC100 - Adding Policies I
ESPC101	Add a Policy	7
ESPC102	Add a Line of Business	4
ESPC103	Submit an Application	4
ESPC104	Update Policy Status to Submitted	4
ESPC105	Change Effective/Expiration Dates	3
ESPC106	Issue an Application	3
ESPC200 - Adding Policies II
ESPC201	Print an Application	4
ESPC202	Delete a Policy	3
ESPC203	Edit/View Policy Detail	6
ESPC204	Delete a Line of Business	6
ESPC300 - Servicing Policies I
ESPC301	Endorse Existing Line	8
ESPC302	Add a Line Mid-Term	7
ESPC303	Submit a Change Request	5
ESPC304	Print a Change Request	2
ESPC305	Issue a Change Request	5
ESPC306	Issue Motor Vehicle Liability Card	3
ESPC307	Add a Binder	4
ESPC308	Issue a Binder	4
ESPC309	Edit/View a Binder	2
ESPC310	Print a Binder	3
ESPC312	Close a Binder	2
ESPC313	Delete a Binder	2
ESPC314	Add an Evidence	5
ESPC315	Issue an Evidence	2
ESPC316	View/Edit an Evidence of Property	3
ESPC317	Delete an Evidence of Property	1
ESPC318	Print an Evidence of Property	2
ESPC319	Renew an Evidence of Property	3
ESPC400 - Servicing Policies II
ESPC401	Renew a Policy	5
ESPC402	Cancel a Policy	5
ESPC403	Issue a Cancellation	5
ESPC404	Print a Cancellation	5
ESPC405	Submit a Policy Cancellation	5
ESPC406	Reinstate a Policy	8
ESPC407	Summary of Insurance	2
ESPC408	Service Summary Comparison	3
ESPC409	Delete Service Summary Row	3
ESPC410	Change Service Summary Description	3
ESG700 - Claims
ESG701	Add a Claim Summary Only	5
ESG702	Add a Claim Loss Notice	6
ESG703	Issue a Loss Notice	3
ESG704	Print a Loss Notice	1
ESG705	View/Edit Claim Details	2
ESG707	Process Additional Parties	2
ESG708	Process Claim Payments	3
ESG800 - Transactions
ESG801	Add a Transaction	10
ESG802	Edit/View Transaction Detail	2
ESG803	Adjust Commission on a Transaction	2
ESG804	Finance a Transaction	5
ESG805	Generate an Invoice	5
ESG806	Reverse a Transaction	3
ESG807	Print a List of Transactions	2
ESG808	Add an Installment Transaction	10
ESG809	Print an Installment Schedule	2
ESG810	Add a Split Receivable Transaction	7
ESG811	Add a Multi-Carrier Transaction	3
ESG812	Invoice Quality Check	2
ESG813	Move Transaction	3
ESG814	Fee Revenue Deferral	4
ESG815	Revise Premium	3
ESG816	Generate Updated Invoices	2
ESG817	Move Items off an Invoice	2
ESG818	Understanding Invoice Grouping	5
ESG819	Add a Payment Transaction	4
ESG820	Add a Taxable Transaction	5
ESG821	Revising Taxable Transactions	3
ESG822	Revise Outstanding Payment	3
ESG823	Add a Binder Bill Transaction	3
ESG824	Close a Binder Bill Transaction	3
ESG825	Balance Transfer	5
ESG826	Add a Service Transaction	4