Expert Panel
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
Products: Epic Dashboards
Lisa Anthofer
Operations Manager
Skogman Insurance
Jason Hoeppner
SVP of Systems & Integrations
NavSav
Jackeline Short
Vice President - Middle Market Team
Holden & Company Insurance
Amy Wood (she/her/hers)
Application Specialist
Kraus-Anderson Insurance Agency, Inc.
Shir Shavit
Customer Success Lead - AI&Data Products
Applied Systems