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Case Study

Reporting, Dashboards, and Data Analytics

(2770) Connecting the Dots: Reports as the Storytellers of Operations


Content Level: Advanced

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

Products: Applied Epic

Thursday, October 1, 2026
8:00 AM - 9:00 AM East Coast USA Time
This session will highlight the critical role of key management reports in driving operational excellence. You will explore reports such as the Book of Business, Service Summary Row, Past Due Activities, Agency Billed with No Transactions, Expiration, and Missed Expiration. These reports provide valuable insights into training gaps, data integrity issues, and workflow inefficiencies. By understanding the story behind the data, operational leaders can develop targeted action plans to address deficiencies, enhance processes, and mitigate E&O exposure.