Applied Epic Dashboards: Principal/Owner

Ashley McKinnis
June 26, 2025

Applied Epic Dashboards for the Principal/Owner role allow agency leaders to view the data most relevant to them. This includes key data about the agency's performance, health, sales pipeline, and carrier relationships.

Help Desk FAQs: Top 5 Questions Answered

Krystal Son
June 10, 2025

Among the many questions our Help Desk fields every day, there are some that we answer more frequently than others. Here are the top 5 questions our techs are asked and their answers!

Copilot Chat and Copilot for Microsoft 365 Apps: What’s the Difference?

Matt Saxton
May 30, 2025

Microsoft offers two different versions of its generative AI, Copilot: Copilot Chat and the premium Copilot for Microsoft 365 apps. Learn what each version offers in this blog.

A Step-by-Step Guide to Reading the Client Transaction Screen in Applied Epic

Brooke Perrone
May 22, 2025

What are the data columns in Applied Epic's Client Transaction Screen? Check out this blog to get a straightforward walkthrough of each column's meaning.

Using Excel Templates: From Out-of-the-Box Templates to Creating Your Own

Daniel Gilbert
May 15, 2025

Did you know Microsoft Excel offers many pre-built Templates to help you get started with a project quickly and easily? Learn where to find the template library and even create your own!

Applied Epic Dashboards: IT/Operations Managers

Jenny Honican
April 22, 2025

Next up in our Applied Epic Dashboard series, we explore dashboards relevant to IT and Operations Managers. Check out the security and data quality dashboards available to you.

Applied Epic Dashboards: Accountant

Buffy Johnson
March 24, 2025

In this next installment in our Applied Epic Dashboard series, we look at the dashboards designed specifically for Accountants. Read this in-depth tour of these dashboards and how they can help you work more efficiently and make better decisions.

Why Upgrading to Windows 11 Is Essential: Security, Support, and Compatibility

Jordan Tier
March 11, 2025

With Windows 10 reaching End of Support on October 14, 2025, businesses need to make the switch to Windows 11. From security, support, and new features, this blog reviews differences between Windows 10 and Windows 11 and why you should make the switch.

Applied Epic Dashboards: Producer and Sales Manager

Laura Whaley
February 24, 2025

Looking for information about Applied Epic Dashboards relevant to Producers and Sales Managers? This blog covers relevant dashboards and their features.

AI-Enabled PCs Are Here: What You Need to Know in 2025

Ryan Emerick
February 5, 2025

Windows AI-enabled PCs and Copilot+ devices are set for a 2025 debut. Here's what your business should know about these devices and how to prepare.

Applied Epic Dashboards: Account Manager/Servicing Rep and Department Manager

Jenny Honican
January 14, 2025

If you are an Account Manager, Servicing Rep, or Department Manager, here is your guide to Applied Epic Dashboards and how to squeeze the most out of them.

11 Microsoft Teams Meeting Tricks to Enhance Your Experience

Rachael Clendaniel
December 9, 2024

There’s always a new trick to learn in Microsoft Teams. Read through 11 Microsoft Teams meeting tricks to help your meetings go smoother and be more efficient.