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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.

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SIAA

Published: May 28, 2024

SIAA makes a difference in people’s lives by helping them build successful careers and businesses in the independent insurance industry. A national model with local execution that offers agencies a distinct advantage over other membership-based options. SIAA is the nation's largest independent insurance agency alliance with over $14.2 Billion in total written premium, 49 regional master agencies, and 5000 members across the country.