Boost Your Renewal Workflows with Epic Dashboards

Keeping existing customers is key to growing your book of business, and we have just the tool to increase efficiency within your retention workflow.

Epic® Dashboards present the info most relevant to each person’s role in an intuitive, visually engaging format that’s easy to understand. These persona-based dashboards enable servicing staff to effortlessly prioritize expiring policies, while managers gain a clear view of performance, retention, and workload distribution.

Watch this on-demand webinar to see exactly how Epic Dashboards can make renewals easier for your entire team.