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Course

Employee Benefits

Reporting, Dashboards, and Data Analytics

(2600) Transforming Benefits Data Into Actionable Intelligence


Content Level: Intermediate

Personas: Account Manager - Employee Benefits, Owner/Principal, Accountant, IT/Operations Manager, Sales Representative, Marketing Manager/Specialist

Products: Applied Epic, Epic Dashboards

Thursday, October 9, 2025
8:00 AM - 9:00 AM PT
Having a holistic view of your Benefits book is critically important for your business growth and your team's efficiency, as well as to ensure that your Benefits data is consistent and accurate. Attend this session to learn how to use Applied Epic® Reports and Epic Dashboards to their fullest potential for analyzing your Benefits accounts and prospects. Make your Benefits data work for you!