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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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EZLynx

Canopy Connect - Insurance Data Intake

Published: February 20, 2024

Canopy Connect is the fastest way to collect verified insurance information. Send your link that enables prospects to share personal and commercial insurance information directly from their carrier-policy details, dec pages, and more. ‌Send this data to EZLynx, CRM, AMS, or rater to provide faster, more accurate quotes that win.