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Stay paperless, efficient and profitable with these EPIC TIPS.
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Let's Get Organized!

It's that time of the year to clean up your office. Keeping the office up-to date is an essential key to remaining organized. There are a series of clean up steps that we have put together to help you stay organized and focused on growing your agency.

For additional training and questions, do not hesitate to contact us at training@asnoa.net or click on the link below. EPIC Weekly Servicing Help occurs several times. Please register for the date and time that works best for you.

 
Training Spotlights
Drag & Drop Instructional Video
Drag and Drop Documents and Outlook Emails

If you are using Outlook for email, you can drag and drop emails, along with documents stored on your desktop or document folders, directly into your clients' "Attachments" in EPIC. If you take the time upfront to do this, client management becomes a breeze. Everything you need to know about that client will be in one place and up-to-date for the best possible customer service experience.

Watch our short video and start drag and dropping like a pro today!
 
Scanning Docs Instructional Video
EPIC Log In Form
Scanning Documents into EPIC

Using a scanner has never been easier before. You can scan documents directly into "Attachments" for your clients in EPIC. That way everything is conveniently in one place for you to reference when needed.

Watch our short video and start becoming paperless today!
Do You Need an EPIC Login for Staff?

Click here for access to the form. Once completed, please send back to training@asnoa.net. We will email your employee their EPIC credentials to make it easier for you.

If you need commission splits updated or added, you may use the same form.

Do you have terminated employees? Please let us know so we can terminate EPIC access and, if licensed, terminate carrier appointments.

At ASNOA, we aim to make everything as convenient as possible for our busy agents.

 
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NEW Carrier Spot Light

Click here for upcoming exclusive Carrier Spot Light webinars and watch your emails for invitations.
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NEW EPIC Trainings

Click here to register for upcoming member-only EPIC Live Weekly Trainings.
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Trivia Tuesday

Where do you find EPIC Weekly Training Sessions? Click here to see if you are right!
 
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Want More?
Additional training is always available for your convenience at asnoa.com/asnoa-university.
Simply choose a topic you want to learn and the day that best fits your needs. You can automatically add sessions to your calendar and, with just one click, gain practical knowledge that has proven to help increase revenue.
Meet Your
EPIC DREAM TEAM
Kathy Eraci-Bova, SBCS
Director IS Training /
Commercial Lines Manager

Kathy has been working in the independent agency sector since 1980 and has been a member of the ASNOA team since 2005. She leads ASNOA's Education Department and trains ASNOA Affiliated Agencies throughout the U.S. on setting best practices and workflows utilizing agency management systems. Over the years, Kathy has hosted numerous live classroom trainings, webinars and recorded sessions. She looks forward to continuously enhancing ASNOA's education and training offerings.
Laura Hamilton
IS Trainer

Laura has been a part of the ASNOA family for more than 10 years, providing daily one-on-one trainings for ASNOA Affiliated Agents. Laura has personally helped hundreds of agents grow their business more efficiently either via phone, classroom webinars or in-person assistance. She looks forward to finding new and innovative ways to help agents prosper as business owners.
 
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Agent Support Network of America (ASNOA)
100 Tower Drive, Suite 120, Burr Ridge, IL 60527
asnoa.com    I    (866) 484-9849    I    contact@asnoa.net