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ACN Roundtable: Applied Epic Accounting

Description

Join us on Wednesday, August 30, 11:00 a.m. – 12:00 p.m. CT, for an ACN Roundtable on how you can better utilize Applied Epic Accounting.  During this dynamic peer-to-peer discussion, Sherry Burrell, CPCU from Oakbridge Insurance, LLC, will share expert tips and tricks you can “take home” and implement immediately. Attendees can submit their burning Applied Epic Accounting questions during registration and live and will receive solutions and insights. 

What is an ACN Roundtable?

ACN Roundtables are open-forum discussions where subject matter experts provide live tips, tricks, and solutions on all things Applied Client Network. Attendees submit their questions based on the topic during registration to be answered and discussed during the Roundtable.


About the Speaker

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Sherry Burrell is the President of Grimes Insurance Agency, Inc., a division of Oakbridge Insurance LLC. She manages the agency, overseeing the accounting, IT, personnel and training of the agency. Sherry has been involved with Applied Client Network since her agency went on TAM in 1995. She is also on the local chapter board and serves on the Education Committee and as its chair for four years. She began presenting at her local chapter meetings in the 1990s and later at TENCon and AppliedNet since 2009. Grimes Insurance Agency was one of the first “beta” agencies to convert to Epic, going live in November 2008. She continues to sit in on Sprint Reviews for new features on Epic, to improve the product. Her agency has also implemented CSR24 to enable clients easier access to their information. Sherry also serves as the Chair of the Technology Committee for the Independent Agents Association of Georgia and on the board of SecureRisk, LLC, the 4th largest agency partnership in the United States.

Sherry Burrell

President

Grimes Insurance Agency, Inc.

Sherry Burrell is the President of Grimes Insurance Agency, Inc., a division of Oakbridge Insurance LLC. She manages the agency, overseeing the accounting, IT, personnel and training of the agency. Sherry has been involved with Applied Client Network since her agency went on TAM in 1995. She is also on the local chapter board and serves on the Education Committee and as its chair for four years. She began presenting at her local chapter meetings in the 1990s and later at TENCon and AppliedNet since 2009. Grimes Insurance Agency was one of the first “beta” agencies to convert to Epic, going live in November 2008. She continues to sit in on Sprint Reviews for new features on Epic, to improve the product. Her agency has also implemented CSR24 to enable clients easier access to their information. Sherry also serves as the Chair of the Technology Committee for the Independent Agents Association of Georgia and on the board of SecureRisk, LLC, the 4th largest agency partnership in the United States.

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ACN Roundtable: Applied Epic Accounting
Join us on Wednesday, August 30, 11:00 a.m. – 12:00 p.m. CT for a dynamic peer-to-peer discussion on how you can better utilize Applied Epic Accounting. Sherry Burrell, CPCU from Oakbridge Insurance LLC, will share expert tips and tricks you can “take home” and implement immediately. Attendees can submit their burning Applied Epic Accounting questions during registration and live and will receive solutions and insights during the Roundtable. What is an ACN Roundtable? ACN Roundtables are open-forum discussions where subject matter experts provide live tips, tricks, and solutions on all things Applied Client Network. Attendees submit their questions based on the topic during registration to be answered and discussed during the Roundtable. You must register to access.
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