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

Published on 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 ...

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How to Use Claims Download: Answering Some FAQs

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At Applied Net 2023, Karla Myers, operations manager at Franconia Insurance & Financial Services, participated in an expert panel about why you should be using claims download. Read on for the ...

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

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 ...