(2752) Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic

Content Level: Advanced

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

Products: Applied Epic

Monday, September 28, 2026

1:00 PM - 2:00 PM East Coast USA Time

Panelist(s)

Suzanne Odell

Systems and Process Trainer, P&C National Team
OneDigital
Erieville, New York
Deb Welsh

VP of Operations, P&C
OneDigital, Ohio
Lisa Hamm

President
Clyde Paul Agency, Inc.
Summit, New Jersey
Laura Syrenne (she/her/hers)

Epic Systems Manager, P&C
Axis Insurance Managers, Inc
Vancouver, British Columbia, Canada

Applied Moderator(s)

Cristine Sellers (she/her/hers)

Hypercare Success Manager
Applied Systems, Inc
Morris, Illinois

Once the dust settles after go‑live, workflows often drift, bottlenecks emerge, and new opportunities to streamline appear. This panel highlights the key areas every organization should reassess in Applied Epic® between months six and 18. Learn where to focus your workflow reviews, how to spot inefficiencies using data and user feedback, and practical strategies to refine workflows for better efficiency, quality, and adoption. This session is perfect for operational leaders, trainers, and anyone involved in ongoing Applied Epic optimization.

Learning Objectives:

July 22 at 12:00 CST

(2752) Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic

Content Level: Advanced Personas: Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Owner/Principal Products: Applied Epic

Panelist(s)

Applied Moderator(s)

Learning Objectives:

Content Level: Advanced

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

Products: Applied Epic