Connections: The offical publication of Applied Client Network

Insurance Technology Operations Commentary ACN Updates About

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.

READ THE ARTICLE

Participating

Red Planet Software

Published: February 20, 2024

An Applied Integration Partner with a Certified Integration to Epic, we are a leading provider of cloud based payment management solutions for the broker and agency. We specialise in Online Payment Solutions and software solutions for in-house Insurance Premium Financing operations. With a sophisticated and fully featured integration to Epic (including an integrated client self-serve payment portal), we make it easy for your clients to pay their insurance premiums.