Applied Epic enables importing transactions from an Excel spreadsheet. But, the information you need doesn’t always match up with what’s available on commission statements.Alexant has solved that challenge for you with our Commission Import Tool. The Commission Import Tool for EPIC by Alexant is a Macro-Enabled Excel workbook. It compares the policy number from the commission statement against billing screen data exported from your management system. See how in the video below:

If you have any questions or would like to learn more about our Commission Import Tool for EPIC, contact us here.