Technology

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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Technology

Re:Applied – S01 EP02: Controlling Your Data

Connections Editor

Published: June 11, 2020

For the second episode in Re:Applied's first season, host Brian Langerman (CEO, Applied Client Network) sits down with Collin Passman (IT Manager, The Signature B&B Companies) to discuss tips and tricks for managing data at the agency or brokerage level. Collin shares his experience and background in insurance along with ways you can adopt his "good data in, gets you good data out" approach.

For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals like Collin, subscribe to the podcast today! Click here for quick links to all available listening platforms.