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As an independent insurance agency using the Applied Epic platform, you already know that there are a myriad of configurations that you can set to make Applied Epic fit your agency’s unique business needs. If you have been using the workflows set by Applied Epic or ones that you developed shortly after conversion, it may be time to step back and make sure that those workflows are still working and benefiting your agency today. Updating and standardizing your workflows is an important part of running your agency efficiently while also ensuring that information entered into your database is accurate.

When you are in the process of evaluating your current workflows, it is helpful to ask the following questions:

  1. Are your employees efficient?
  2. Are you getting accurate reports from Epic?
  3. Can you or anyone else follow behind them and understand their work?
  4. Do you have written workflows that are in place for everyone to follow?

If you answered no to any of the questions above, then your agency would benefit from taking the time to standardize your workflows.

Benefits of Standardizing your Workflows

There are many benefits to standardizing your agency’s workflows, but some of the most important ones include:

  • You can create efficiency with configured streamlined functions such as putting activities in the background, utilizing field defaults for descriptions, and using one main activity per workflow.
  • Allows you to prevent potential E&O exposures by ensuring information is accurate in your database and processed in a timely manner.
  • Employees can easily pick up and work on an account, no matter who the account belongs to.
  • Provides a clear and defined workflow for users to follow whether they are brand new employees or have been with the agency for several years.

Kite Technology's Agency Consulting Team Can Help!

Whether you are in the process of just now evaluating your agency’s workflows or you have already determined that you need to create new ones, our consulting team can help. We have extensive knowledge working with Applied Epic and can help you customize and standardize your workflows in a way that benefits your agency most. We will work with you to clearly define objectives and help you take advantage of opportunities to improve your team’s efficiency and drive your agency’s performance. Contact us today to learn more about how your agency can benefit from standardizing your Applied Epic workflows, We look forward to learning more about your agency and how we can help!
adam atwell

Adam Atwell

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.