Personal & Commercial Servicing - General
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, Sales Representative
Technology: Applied Epic
Sherry Burrell (she/her/hers)
Principal
Oakbridge Insurance Agency
Maureen Boeing (she/her/hers)
Epic Consultant and Owner
Maureen Boeing Consulting