ADVANCED REPORTING IN APPLIED EPIC
TUE, MARCH 2 | 2 PM ET
GO BEYOND THE BASICS AND TAKE YOUR AGENCY'S REPORTS TO THE NEXT LEVEL!
Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency's processes, workflow adherence, and data integrity. They can help you identify areas that need attention and when additional staff training may be necessary. Unfortunately, many agencies under-utilize Applied Epic's reporting capabilities and miss out on valuable data that could help them make significant business improvements.
During this session, Lauren Tripp, Director of Agency Consulting at Kite Technology is going to go beyond the basics and share how you can use Applied Epic's advanced reporting capabilities to audit your agency's processes and maximize your operational efficiency.
During the session, Lauren will cover:
A deeper dive into Main Report sections
How to modify existing reports for different applications
The best reports to use for auditing your data
Use case of various reports and how they can help you better manage your agency.
We'll be providing a live Q&A so come prepared with your questions!
Can't make it at this time? Register anyway and we'll be sure to send you the recording.
Meet the Presenter
Director of Agency Consulting
As Director of Agency Consulting at Kite Technology, Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations. In addition, Lauren shares her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year.