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Case Study

Reporting, Dashboards, and Data Analytics

(2771) 7 Custom Dashboards You Can Create with Asset Builder


Content Level: Intermediate

Personas: IT/Operations Manager, Owner/Principal

Products: Applied Epic - Dashboards

Wednesday, September 30, 2026
11:00 AM - 12:00 PM East Coast USA Time

    Presenter(s)

  • Terry L. Robinson (he/him/his)

    Executive Vice President-Technology and Strategy
    Morrow Insurance Agency, Inc.
    Hendersonville, North Carolina

    • Applied Representative(s)

  • James Ramsey

    Program Education Manager
    Applied Systems, Ohio

Each insurance agency has different metrics and priorities to measure their staff's performance. Attend this session to learn how one agency has created custom dashboards with Asset Builder to support specific roles in the agency.