Partner Webinar: Beyond IT Support: Connecting Infrastructure, Security, and Applied Epic

Applied Epic is more than your agency management system. It sits at the center of daily operations, user management, reporting, workflows, data quality, and client service.
 
But Epic does not operate by itself. It depends on the broader technology environment around it, including Microsoft 365, cybersecurity, compliance, workstation standards, identity management, and day-to-day IT support.
 
When these areas are managed separately, agencies create avoidable gaps. Security controls may not align with user access. Reporting may suffer from poor data governance. Workflows become harder to standardize. IT decisions get made without enough operational context.
 
In this webinar, we’ll explore why Applied Epic, IT infrastructure, cybersecurity, Microsoft 365, compliance, and operational workflows should be viewed as part of one connected technology strategy. You’ll learn how an integrated approach can help your agency improve visibility, reduce risk, strengthen data quality, and support long-term growth.

In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems.

Join us for this webinar to learn:

• Why Applied Epic belongs in your broader technology strategy.
• How Epic connects with IT, Microsoft 365, cybersecurity, compliance, and agency operations.
• Where user management, permissions, reporting, workflows, and data governance intersect.
• Common problems caused by managing these areas separately.
• What a more connected technology strategy looks like for an independent insurance agency.
• How integrated technology management supports operational maturity and growth.

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