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The Unseen Priorities in Applied Epic: What Agencies Should Focus on Beyond Client Servicing

Lauren Roberts

This article outlines key operational areas in Applied Epic that agencies often overlook — from employee onboarding and security settings to company and broker configuration. By regularly reviewing these processes, agencies can reduce errors, improve consistency and maintain cleaner data across the system.

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Exdion

Published: May 29, 2024

Exdion, an AI technology solutions provider, caters to the needs of US Insurance Brokerage markets. As an InsurTech, Exdion partners with many of the leading Property & Casualty Insurance brokers in the US to digitally transform their businesses across the entire Policy lifecycle. Our proprietary products include Policy Check, Quote Compare, etc.