Author name: Szymon Zak

If you’re running Applied Epic without optimization, you very likely are using roughly 20-30% of what you’re paying for. You launched Applied Epic, reviewed its configuration , but largely left it at its defaults. As years went by and your agency grew, day-to-day operational work filled hours, and nobody looked back at whether a setup […]

Agencies are readily willing to automate sales and marketing, add CRM platforms, and email sequences. These investments make sense because they connect directly to revenue. What gets ignored is the operational infrastructure making everything else possible: data administration in Applied Epic. Because daily data maintenance is not a direct revenue driver, it’s overlooked until it

Insurance agency acquisition remains one of the most competitive areas in financial services M&A. Buyers regularly face fierce competition for quality targets. The agencies that do sell often generate multiple offers, creating an environment where preparation determines M&A success. We will walk you through the entire acquisition process – from strategic planning through post-merger integration