Applied Epic Support: Data Cleanup, Administration, and Reporting
Applied Epic is live. Now the data needs cleaning up, the environment needs an owner, and the reports need to be right. We handle all three for insurance agencies running Applied Epic.
Sound Familiar?
What agencies run into after go-live
Going live on Applied Epic is a milestone, not the finish line. Once the whole team is working in the system, problems that weren't visible during the conversion start to show up:
What We Cover
Three ways we support your Applied Epic environment
Data cleanup after go-live
We find and fix the data problems that surface once your team is working in Epic.
- Duplicate clients and contacts
- Incorrect or inconsistent codes
- Missing links between clients, policies, and activities
- Misplaced history and attachments
Ongoing Epic administration
Day-to-day administration of your Epic environment, so it doesn't fall to whoever has time.
- Users and security groups
- Lists, codes, and lookups
- Configuration changes as the agency changes
- Setup for new branches, departments, or acquired books
Reporting and analytics
Reports and analysis built on your Epic data, so the numbers your team uses are right.
- Book of business and production reporting
- Reports that reconcile with each other
- Data extracts for analysis outside Epic
- Answers to one-off questions about the book
How It Works
From a review to steady support
Review
We look at your Epic data and setup and list what needs attention.
Prioritize
You choose what matters most, and we agree the scope.
Fix and run
We make the changes, or take on the recurring work.
Report back
You see what changed and what's next.
Something in Epic not working the way it should?
Tell us what you're seeing and we'll suggest where to start.
Before Go-Live
Still converting to Applied Epic?
Support picks up where the conversion ends. If you haven't moved to Epic yet, start with our Applied Epic data conversion services, the Applied Epic BOB import, or a conversion readiness assessment. Acquiring an agency? See acquisition data migration.
FAQ
Common Questions
Is this the same as Applied Systems support?
No. Applied Systems supports the Applied Epic software itself. We work on your agency's side: the data in your Epic database, how your environment is set up, and the reports your team relies on.
Do you only support agencies you converted?
No. Cleanup, administration, and reporting help apply to any agency running Applied Epic, whether we handled the conversion, another partner did, or the agency has been on Epic for years.
Is this a one-time project or ongoing help?
Either. Some agencies need a focused cleanup after go-live; others want someone to handle Epic administration and reporting month to month. We agree the scope with you up front.
What access do you need?
The access your agency grants us for the work in scope, under your own security controls. We don't need more than the task requires, and you can remove access at any time.
Can you fix problems left over from our conversion?
Usually, yes. Duplicate clients, wrong codes, missing links between records, and history that landed in the wrong place are typical post-go-live issues. We find them, agree the fixes with you, and correct them in Epic.
More questions? Read the full Applied Epic Conversion FAQ.
Get Your Applied Epic Data and Reports Under Control.
Tell us what's not working in Epic: messy data, an environment nobody owns, or reports you don't trust. We'll outline what we'd look at first and how we'd work with your team.
Built for insurance agencies, brokerages, aggregators, and acquisition teams that need experienced conversion capacity without building another internal department.