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Course

Core Platform, Automation, and AI

(2619) Implementing Applied Epic Opportunities


Content Level: Basic

Personas: Office Manager, Owner/Principal, Sales Representative

Products: Applied Epic

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time

    Presenter(s)

  • Logan Modlin

    Director of Sales Operations
    Hawkins Harrison Insurance
    Osage Beach, Missouri

    • Applied Representative(s)

  • Glenn Wharton

    Senior Product Instructor
    Applied Systems

In this session, attendees will learn how to build and implement the Opportunities function within Applied Epic® as a fully operational sales CRM without adding any new software or platforms. The session will cover how to configure Opportunities to align with each agency’s unique sales workflow and individual producer processes. Participants will also explore how to establish meaningful accountability fields that provide sales managers and executive leadership with clear, actionable insight into pipeline activity and performance without creating unnecessary administrative burden or micromanaging sales teams.