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Roundtable

Reporting, Dashboards, and Data Analytics

(2795) Epic Dashboards by Job Role: Roundtable Discussions


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

Products: Applied Epic - Dashboards

Tuesday, September 29, 2026
10:30 AM - 11:30 AM East Coast USA Time
This interactive roundtable will have tables focusing on one of the Epic Dashboard job roles. Attendees will choose the table that matches the role they are interested in and take part in guided discussions with peers who use Epic Dashboards in similar ways. This session is designed to help agencies share real‑world examples and practical tips. Perfect for anyone who uses Epic Dashboards day‑to‑day and wants to learn from others, compare approaches, and help strengthen best practices across agencies.