Specialized consulting for insurance agencies leveraging Applied Epic and its full ecosystem.
Most agencies own Epic — but don't use it correctly. The result is messy data, inconsistent workflows, missed insights, and a system that costs more than it delivers.
End-to-end operational and technology consulting across six interconnected disciplines.
Deep configuration, security, workflows, and data structure — so Epic works the way your agency actually runs.
Design how every tool in the Applied ecosystem integrates and works together inside Epic.
Eliminate bottlenecks. Create documented, repeatable SOPs across every critical agency workflow.
KPI dashboards, reporting alignment, and automation strategy — from API/SDK integration through execution.
Hands-on training for staff and leadership. Role-based guidance that ensures changes actually stick.
Long-term operational partnership — technology selection, vendor guidance, and continuous improvement.
Agency acquisitions are one of the most complex operational events in the insurance industry. When data needs to move from one AMS to another, the margin for error is zero.
Epic Optimizer provides end-to-end migration consulting — from the earliest proposal stages through go-live — ensuring your data arrives clean, your workflows are built for your agency's reality, and your team is ready to operate from day one.
This isn't just data transfer. It's a full operational transition, and it requires someone who understands both sides of the equation: the technical requirements of Epic and the business realities of running an agency through a major change.
Engage during the acquisition or platform decision stage. Assess data complexity, flag risks early, and help set realistic timelines and expectations before contracts are signed.
Audit the source system — whether it's AMS360, Hawksoft, QQ Catalyst, or another platform — and map data structures to Epic's schema. Identify gaps, duplicates, and cleanup requirements before migration begins.
Build out the Epic environment to receive migrated data correctly. Configure branches, departments, divisions, security groups, and code tables ahead of import to ensure data lands in the right place.
Design workflows specific to the acquiring agency before go-live — not generic templates, but processes built around how this team actually operates, mapped to Epic's capabilities from day one.
Oversee the data import process, validate records post-migration, and resolve discrepancies before they become operational problems. Ensure policy, client, and financial data integrity throughout.
Be on the ground — or on the call — when the switch flips. Train staff on the new environment, resolve issues in real time, and ensure the team is fully operational from day one.
Deep expertise across every major Applied product and how they work together.
Vetted SaaS partners I rely on to help agencies streamline operations, reduce manual work, and grow with confidence.
The AI platform built specifically for insurance brokers and agencies. Outmarket thinks like a broker — helping teams grow revenue, cut costs, and reduce risk through intelligent automation across the full quoting and proposal workflow.
Gaya eliminates the biggest time drain in insurance quoting — manual data entry across carrier portals. Their Super Copy & Super Paste technology lets agents move data across any system in a single click, dramatically accelerating the quoting process.
Every engagement follows a structured framework built around measurable outcomes.
Deep-dive into your current Epic configuration, workflows, and data structure to identify gaps and opportunities.
Define clear objectives, success metrics, and a roadmap aligned with your agency's operational goals.
Execute targeted improvements — configuration, workflows, reporting, and integrations — with precision.
Train your team, document the changes, and ensure full adoption so improvements deliver lasting value.
Specialized in helping insurance agencies modernize how they operate — with deep expertise in Applied Epic, agency workflows, and the technology that connects it all.
This work sits at the intersection of process, data, and technology. Not just consulting — a long-term operational partnership built around measurable outcomes.
Deep roots in insurance operations and Applied Epic — from agency-side experience to specialized consulting across the full Applied ecosystem.
Clear documentation. Defined objectives. Measurable outcomes. Close collaboration with client teams and leadership at every step.
Not a vendor. Not a trainer. A specialized partner who stays engaged to ensure your agency keeps improving long after day one.
Let's identify exactly where your agency has the most to gain. Pick a time that works for you.