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Case Study

Business Management

(2659) Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles?


Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager

Products: Applied Epic

Monday, October 6, 2025
1:00 PM - 2:00 PM PT
Last year, we discussed shifting away from the traditional account manager role and building more dynamic teams. This year, the presenter will take you deeper into the lessons they’ve learned from evolving their service model. In this session, we’ll explore the practical insights and strategies behind transforming your team dynamics and boosting performance with a fresh approach.