Applied Epic has tremendous reporting functionality that your insurance agency can leverage to improve its operational efficiency and drive process improvement. Although Epic comes with a variety of ready-to-use reports, taking the time to create custom reports that will meet your agency’s specific needs can provide great benefits in the long run. The KiteTech Applied Epic Consulting team can work with your agency to help you clarify your needs and identify the reports required for your specific objectives. Additionally, we can help you create an automated process to ensure deliverability of your reports to the appropriate members of your team.
To ensure that data is being correctly entered into Epic, and workflows are consistently followed, it is recommended to run reports to audit your data to find any discrepancies which can assist in determining if additional training or workflow updates are needed. You can modify the same reports mentioned above for auditing your data, which we recommend running and reviewing on a regular basis:
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.