Mastering Applied Epic’s Retention Report and Why It’s Essential for Insurance Agencies
Why is retention important? It costs much more to attract new clients than keep current clients. Learn how to measure your retention in Applied Epic
Why is retention important? It costs much more to attract new clients than keep current clients. Learn how to measure your retention in Applied Epic
A major advantage of having an agency management system like Applied Epic is that you can wield reports for evaluation, decision making, identifying problems, and
Building on our previous Applied Epic Accounting Glossary blog, we’re now diving into a more general glossary of terms. We’ve put together this list to
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Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.