Consulting Corner 18: Configuring Company and Broker Commission Agreements in Applied Epic
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- Опубліковано 9 вер 2024
- Applying defaults to Company and Broker commission agreements in Applied Epic enhances the accuracy of your agency's book of business data, addressing the common issue of users forgetting to enter this information. By setting defaults, users can streamline their data entry process, saving time and increasing efficiency. Instead of deliberating over the appropriate number to enter, they can simply check a box, improving workflow productivity.
In her latest video, Jenny shows you how to get started configuring company and broker commission agreements in your Epic system.
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