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Expert Panel

Core Platform, Automation, and AI

(2621) Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality


Content Level: Advanced

Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Owner/Principal

Products: Applied Epic

Tuesday, September 29, 2026
2:30 PM - 3:30 PM East Coast USA Time
This panel will provide an in-depth exploration of the importance of quality control and data integrity across agencies, regions, and the organization as a whole. It will highlight the critical data fields within the management system, the insights they reveal, and the potential E&O risks that can arise when best practices, workflows, and processes are not consistently followed. By understanding these elements, leaders can ensure that service teams – who support clients every day – operate with accuracy, compliance, and excellence.

Learning Objectives:

  • 7/27/26 @1PM cst