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Insurance Technology Operations Commentary ACN Updates About

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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Operations

Re:Applied – S03 EP01: Managing a Multi-Generational Workplace

Connections Editor

Published: September 07, 2022

Welcome back to Re:Applied for season three! To kick off a focus on all things operations and wellbeing in the workplace is new host Miriam Kasseris (private client account manager, Gallagher). Joining Miriam are Trevor Bunker (chief customer officer, Applied Systems), and Jeff Beagle (vice president of human resources, Insurica), both of whom offer insight on how to manage multiple generations in the workplace while streamlining business operations.

For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals, or to join ACN, visit AppliedClientNetwork.org.