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Get Organized with EPIC

Easy Peasy

Now that you have cleaned up some of the paper items in the office (hopefully), let's work on cleaning up reports, closing activities and inactivating old clients and duplicates. Keeping your office up-to-date is essential to increasing profitability. Continue with this series of clean up steps 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
Keep Your Reports Up-To-Date
Report Clean UP: Past Expiration, Policies, In Process, Submitted & Suspended, Suspense Items

Keeping your reports up-to-date will help you maintain an accurate Book of Business Report. These reports should be emailed to you daily, weekly or monthly and used to analyze your business' strengths and weaknesses.

If you are not receiving these reports, or need help going through them, please join us for an EPIC Weekly Reports Training. Just pick a date and time convenient for you!
 
Close Activities in EPIC Video
 
 
 
 
 
Inactivate Clients or Employees
Closing Activities in EPIC

Activities are designed to help maintain follow up events for your clients. Use activities to remind yourself of work on re-markets, endorsements, cancellations and more.

Some activities are automatically generated when you add an event, account or automation. If you are not following up on this particular activity then close it. From your home base you can close activities and group close activities. Keep your activity area clean so you don't miss important reminders for your clients.

Watch our short video and close those unnecessary activities!
Do You have Clients that Moved Out-of-State, Passed Away or Employees that are No Longer with Your Agency?

Inactivate them in EPIC! These clients will no longer show on client lists. Highlight the client from the "Locate" screen, click "Action" and then "Inactivate/Reactivate Client."

We know you are busy so we try to make everything as simple as possible for you!
 
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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

Why should you run reports? 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