Most agencies know they should be auditing. What stops them is not ignorance of the idea. It’s that auditing feels like overhead when renewals are stacking up, the team is stretched, and every hour is already spoken for. Auditing gets pushed back, then forgotten, then something goes wrong and you need documentation you cannot produce. […]
Applied Epic Audits: Building a Practice Across People and Data Read More »
Most agencies treat training as a one-time event. You hire someone, you get them into Epic, and you assume the rest takes care of itself. If they already have Epic experience, you might skip the training conversation entirely. They’ve been here before. They know the system. That assumption is wrong, and it costs agencies in
Applied Epic Training: The Employee Onboarding Guide for Insurance Agencies Read More »
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
Guide to Applied Epic Optimization: What It Actually Means and Where to Start Read More »
