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:
- Are your employees efficient?
- Are you getting accurate reports from Epic?
- Can you or anyone else follow behind them and understand their work?
- 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.