Reporting, Dashboards, and Data Analytics
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, Office Manager,
HR Manager, Sales Representative, Marketing Manager/Specialist
Technology: Epic Dashboards
Jeff Krzeminski
SVP Product Management
Applied Systems
Sarah Klapperich (she/her/hers)
VP Client Experience
McClone
Terry L. Robinson (he/him/his)
Executive Vice President-Technology and Strategy
Morrow Insurance Agency, Inc.
Megan Wencel (she/her/hers)
Commercial Lines Manager
McClone
Su Potti
Product Manager
Applied Systems
Ryan Headley (he/him/his)
Managing Director, Property & Casualty
Panorama Insurance Associates, Inc