Epic Dashboards for Servicing Team Members

Join this insightful lecture to delve into the benefits of Epic® Dashboards for CSRs, Account Managers, and Servicing team leaders. Discover how servicing leaders can use these powerful data visualization tools to optimize workload management, improve business performance, and track retention figures. Further, unpack how Account Managers and CSRs can use dashboards to streamline daily workflows by focusing on expiring policies, managing activities, and staying on top of unrouted attachments. Level up your servicing department through maximized data utilization.

Skill level: Basic

Target Audience: Customer Service Rep, Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial ; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Office Manager, Marketing Manager/Specialist

Presenters: Jennifer Tindall, Applied Systems

Length: 60 minutes