Don't Sweep It Under the Rug, YOU GOT THIS

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.

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!

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.

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.