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