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    Personal & Commercial Servicing - General

    Reporting, Dashboards, and Data Analytics

    (2561) Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards


    Content Level: Basic

    Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Office Manager, IT/Operations Manager

    Products: Applied Epic

    This course emphasizes accuracy in policy data entry into Applied Epic®. It will cover generating reliable dashboards and comprehensive reporting, focusing on policy, servicing/billing, and service summary rows. Learn to improve efficiency while ensuring precision in data input.