Epic Proposal Instructional Video’s

Introduction

Generating Proposals & Summaries in Epic at the account level

The steps to generate a proposal

1 page PDF of the steps

Extra credit: Multiple occurrences of the same application

Extra credit: Ordering pages before merging for proper inclusion on pages such as the premium summary

The steps to generate a summary

Word Styles and why we are fanatical about their use in our templates

The Navigation Pane in Word

The Table of Contents Page

How Forms & Endorsements, Additional Coverages, Additional Insureds, and Remarks are controlled in our templates

The SET command setup in the templates for control of the remarks area

Orphan controls that keep tables from breaking across pages

Service Team Page & the Employee File in Epic

Advanced Service Team page options: Adding photos and bios

Premium Summary & Marketing Results pages

The SET command setup in templates that store bookmark values

Copying a cover page document to add a new text or image page to a proposal group

Making a template "less smart" when the Application in Epic just won't have the data

Copying and pasting information from an external source into your merged proposal