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 »
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
Automation for Applied Epic: Bulk Operations in Enterprise Administration Read More »
