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  • NJ Chapter Meeting - Epic Opportunities 3/9/2022

    Our next chapter meeting will be on March 9th .  Please register and pass this information to others in your organization who may be interested in or are using Opportunities in Epic. We will have two sessions.

    Opportunities in Epic (Morning)

    Your organization has the ability to capture every step of your sales process by leveraging Applied Epic Opportunities. In this case study session, a fellow agency will review best practices for entering useful data into your database. He'll also explain how to use the Applied Epic Report Writer to generate easy to consume pipeline, hit ratio and new business reports. This entry level reporting session will teach you how to make slight modifications to the canned Applied Epic reports to best meet your needs.

    Advanced Sales Pipeline and Opportunity Reporting (Afternoon)

    This case study session focuses on an agency who enhanced the core opportunity reports to include the metrics needed to successfully manage their sales team. You'll hear how the agency relies only on the Applied Epic Report Writer and does not depend on manually manipulating data in Microsoft® Excel. The agency will explain how after configuring the report layouts, reports are generated showing producer progress and producer goals for a number of critical metrics, including year-to-date revenue, average account size, appointments completed and proposals completed. In addition, hit ratios at every step of the sales process are tracked.

    Our presenter will be John Gage, Knight Insurance Group. I would love to see everyone at our next meeting.

    Chapter Meeting Information


    Date: March 9, 2022

    Times: Morning Session: 11:00 am - 12:00 pm ET

    Afternoon Session: 1:00 pm - 2:30 pm ET



    Morning Session: Basic Opportunities

    Afternoon Session: Advanced Opportunity Reports

    Presenter: John Gage



    Dial-In Information to be provided upon Registration



    Chapter Members: FREE

    Non-Members: $25


    Registration Contact:

    Nadine Vasquez


    Register Now

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   Chapter Leadership

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Rue Insurance