Even your Excel-phobic staff and managers will be thrilled when they see how many hours they can save by using the filter options in excel to slice and dice their Production, Book of Business and Expiration reports.” -Pam Baptiste, FBinsure, LLCħ. “My tip is that excel is your best friend when reviewing data for errors. Double-click on the Rolodex Card at the bottom-left corner of the screen, which will minimize the card and open up the navigation panel so you can see everything displayed.” -Evelyn Siverson, Insurance Office of AmericaĦ.

This can also happen in the Proofs section. “My Epic tip is sometimes on a package policy in the Navigation panel, you do not see all of the lines of business applications displayed. I love being able to review the different topics to see what is applicable to our agency.” -Amy Meyer, The Bensman Groupĥ. “Current tip: Get an email digest of all the Epic forums sent daily. Under the ‘business contacts,’ there is the identification number tab, and I just find it is a huge help!” -Ruth Phillips, Smith Insurance AgencyĤ. “My tip - it’s probably known by most of us - but I find putting in the FEIN number and other important numbers is a huge help when setting up accounts. “If you want to turn off the notification box that appears at the bottom right-hand corner, go to Home > Configure > User Options > Notifications > Notification Defaults, and check the button ‘Notify if unsuccessful only.’' -Debra S. It's the little things that make my day!” -Diane Booth, Alkali, LLCĢ. In the notes section of an activity, in the description field of an activity, when utilizing the ‘send via email’ function, just hit F7 and spell-checking begins. “I love the ability to spell-check in Epic via the F7 key.

From easy, everyday tasks to larger “I wish I had known sooner” advice when configuring the system, users shared their best insight for other Epic users: Ctrl+Alt+Delġ. On Monday, we asked Applied Epic users to share their latest tips or tricks. Through daily educational offerings, content and forum discussions, Applied Epic Week brings together Applied Systems’ Epic users to share information and insights on using their chosen insurance software system. If you’re an Applied Client Network member, you may have noticed that we are currently celebrating Applied Epic Week.

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