Applied Epic Dashboards: A Q&A With Terry Robinson From Morrow Insurance Agency, Inc.

Published on February 28, 2024

At Applied Net 2023, Terry Robinson, executive vice president for technology and strategy at Morrow Insurance, participated in an expert panel: “Agencies’ Experiences Using New Dashboards in Applied ...

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Recommended Quick View Reports for Agency Principals, Managers and Servicing Staff

February 27, 2024
When looking at the reports library in Epic, it can be exciting with all the information possibilities right in front of you. It can also be a little overwhelming — because where do you start? What ...

Stacy Johansen Shares the Benefits of eDocs and Messages for Agencies

March 5, 2024
During her Applied Net 2023 session, Stacy Johansen, president at Downeast Insurance, educated attendees on the benefits of eDocs and Messages. Read on for her answers to a few common questions ...