Reporting, Dashboards, and Data Analytics
Content Level: Basic
Personas: Customer Service Rep, Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial ; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Accountant, IT/Operations Manager, Office Manager,
HR Manager, Sales Representative, Marketing Manager/Specialist
Technology: Epic Dashboards
Ryan Headley (he/him/his)
Managing Director, Property & Casualty
Panorama Insurance Associates, Inc