(2582) Workflow Wizardry: Mastering Activities and Tasks in Applied Epic

Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, Sales Representative

Products: Applied Epic

Thursday, October 9, 2025

9:30 AM - 10:30 AM PT

Presenter(s)

Hayley M. Taylor, CIC, CISR (she/her/hers)

Senior Account Manager, Team Lead
Construction Casualty Insurance

Applied Representative(s)

Mercy Ruiz (she/her/hers)

Product Instructor
Applied Systems

Say goodbye to workflow chaos and hello to streamlined efficiency! This session dives into the power of Activities and Tasks in Applied Epic®, equipping you with practical strategies to manage your workflows like a pro. Learn how to optimize task assignments, track progress, and ensure nothing slips through the cracks. Whether handling renewals, claims, or client follow-ups, you’ll leave with actionable tips to transform your daily operations and keep your team on track easily.