Expert Panel: Agencies’ Success Stories Using Epic Dashboards

Join this expert panel to hear from your peers on how they’re using Epic® Dashboards to build and level up their businesses.

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, Accountant, IT/Operations Manager, Office Manager, HR Manager, Sales Representative, Marketing Manager/Specialist

Presenters: Megan Wencel, McClone; Sarah Klapperich, McClone; Jeff Krzeminski, Applied Systems; Terry Robinson, Morrow Insurance Agency, Inc.; Su Potti, Applied Systems; Ryan Headley, Panorama Insurance Associates, Inc.

Length: 60 minutes