Have you ever wanted to track your clients by segment? Have you ever wanted to track retention by segment? The presenter will share how we worked through this business challenge using Applied Epic.
-Learn how to take a business objective and translate that into action.
-Develop a plan that anticipates exceptions.
-Create audit reports to ensure that data is measuring the right things.
Skill level: Advanced
Product: Applied Epic
Target Audience: Accounting, Customer Service, Operations
Presenter: Patty Andree, Johnson Insurance Services
Length: 60 minutes
Price: FREE for Applied Client Network Members