In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews Sue Good, Senior Consultant at Alexant Systems Corporation. Sue is one of our favorite people! She’s built the Epic training guides for Kelly’s renewal review calls and the sales training program. In this podcast, Sue goes over all the little details Applied Epic users need to hear to maximize their systems!

Episode Highlights:

• Sue shares her background. (2:17)
• When Sue’s working with agencies, what percentage of Epic does she think agencies are using on average? (5:27)
• Sue shares how agencies utilize in conjunction with Epic. (8:23)
• Sue shares how to configure tasks with Epic. (20:02)
• Sue discusses activity workgroups. (23:47)
• Sue mentions another great feature of Epic. (30:36)
• Sue shares tips when logging notes directly into Epic. (41:06)
• Sue mentions the Epic built-in quotes. (48:07)
• Sue shares how to manage your time off in Epic. (54:55)

Key Quotes:

• “If you're not attaching those emails to the activity it belongs to, now you have a big attachment list that you have to go wading through to find all the emails that go with that one change. Instead of dragging and dropping that e-mail, start with Epic.” - Sue Good
• “There are good uses for tasks, but it needs to be really clearly defined on who's responsible for what. Can I close my activity if you haven't done your job? And should I be closing my activity if you haven't done your job? Because, maybe I shouldn't be.” - Sue Good
• “Workflows change, okay? Workflows are living breathing documents. Nothing is decided by one person. It's decided by the committee. There should be a workflow team in every agency, including a manager or an owner who has a vested interest in the outcome.” - Sue Good

Resources Mentioned:

• Sue Good LinkedIn
• Alexant Systems Corporation
• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners