Epic Dashboards for Principals and Accountants

Join this insightful lecture to dig into the benefits of Epic® Dashboards for Principals and Accounting/Finance team members. Discover how to easily visualize the breadth of data needed to gain a deeper understanding of agency health, sales pipeline, financial performance, and insurer relationships. Additionally, learn how Accounting/Finance staff can benefit from visual data to better manage cash flow, control data quality that impacts accounting workflows, and understand financial performance.

Skill level: Basic

Target Audience: Owner/Principal, Accountant, Office Manager

Presenters: Jim Zell, Applied Systems

Length: 60 minutes