Get ready for Applied Net 2024 in Nashville, TN! To avoid FOMO, here are tips for attending sessions and networking with agencies and vendors. Take
A variety of Agency Billing scenarios exist in Applied Epic, and each come with their own discrepancies that can arise. Learn how to overcome these
No matter what type of fiscal period your agency operates by, year-end procedures should be performed in Applied Epic for accounting. This process should be
Applied Epic’s accounting features introduce a range of terms that may vary from traditional accounting vocabularies or those in other agency management systems. To assist,
In this final installment of our Reports series, this article will highlight more Transaction reports that are most effective for agency management and daily operations.
As we near the conclusion of our Applied Epic Reports Series, this article will highlight the last section of Reports – Transaction Reports. Utilizing transaction
The second part of this installment will cover the remaining reports found under the Policy section. These reports can provide beneficial information, reduce E&O risk,
In this installment of our Applied Epic reports series, we’ll go over some of the most helpful reports found under the Policy Reports tab. When
Applied Epic offers an array of reports based on the Account Detail screens. While most reports are based on Client accounts, don’t forget that the
Applied Epic offers an array of reports based on the Account Detail screens. While most reports are based on Client accounts, don’t forget that the
In the first installment of our Epic Accounting Series, we discussed the importance and steps involved with Premium Payables. For the second in the series,
When it comes to the General Ledger section of Applied Epic, we find that there tends to be numerous accounting workflows that agencies do not
Whether you are working from home or are back in the office, creating and maintaining a proper routine is vital for a successful workday. How
It has become an ongoing trend for agencies to transition their accounting processes from QuickBooks to their Applied Epic system. There are two main advantages
Though attending Applied Net in person offers a much more interactive approach to the conference, the best part about it being virtual is the fact
Insurance agencies have an abundance of daily responsibilities on their plates so it can be challenging to delegate the time for crucial operational tasks such
One of the many benefits of being an Applied Epic user is the number of integrated platforms developed to enhance your Epic experience and boost
As you look ahead into 2021, you may be wondering if there are specific procedures you should be implementing to set your insurance agency up
Did your agency just migrate to Applied Epic, or is in the process of migrating now? Regardless of the platform you are migrating from, transitioning
The Download feature in Applied Epic is one that can automate tasks and create efficiencies in multiple areas: policy applications, transactions, activities, attachments, for example.
Like most companies, your agency’s staff has probably been working from home or coming to the office intermittently for the past few months. Moving and
Applied Epic’s advanced customization can be tricky for the everyday user to put into practice. Especially when you don’t have the time to sit through
You are probably already familiar with and using Microsoft Office applications like Outlook, Word, Excel, and PowerPoint, but what about SharePoint, OneDrive, and Teams? Have
Many agencies we work with have questions about how to use SharePoint and their agency management system together to increase efficiency. For example, during a
With the new release of Applied Epic 2020 coming your way soon, there are a multitude of new features and improvements that will better optimize
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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.
