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Course

Reporting, Dashboards, and Data Analytics

(2626) Epic Dashboards for Department Managers and Account Managers


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, Office Manager

Products: Epic Dashboards

Tuesday, October 7, 2025
2:45 PM - 3:45 PM PT

    Applied Presenter(s)

  • Allison Haag

    Manager, Onboarding & Success Services
    Applied Systems

    • Applied Representative(s)

  • Shir Shavit

    Customer Success Lead - AI&Data Products
    Applied Systems

Join this insightful lecture to delve into the benefits of Epic® Dashboards for CSRs, account managers, and servicing team leaders. Discover how servicing leaders can use these powerful data visualization tools to optimize workload management, improve business performance, and track retention figures. Further, unpack how account managers and CSRs can use dashboards to streamline daily workflows by focusing on expiring policies, managing activities, and staying on top of unrouted attachments. Level up your servicing department through maximized data utilization.