Connections: The offical publication of Applied Client Network

Insurance Technology Operations Commentary ACN Updates About

Commentary

10 Applied Epic Accounting Tips and Tricks

Lauren Roberts

Applied Epic accounting empowers insurance agencies to improve financial accuracy and operational efficiency through smarter accounting workflows. With the right practices — like consistent reconciliation, detailed recordkeeping and thoughtful team training — agencies can streamline processes and gain valuable financial insight. When used effectively, Epic becomes a key driver of confident decision-making and long-term growth.

READ THE ARTICLE

Participating

Johnson & Johnson

Published: April 24, 2024

We are an independent wholesale broker, serving insurance professionals throughout the United States. We wholeheartedly believe in our Mission Statement; we passionately provide insurance solutions and create life-long relationships!