Epic Admin is a service that provides the focus on your management system and your agency, at a fraction of the cost of hiring staff. We are an extension of your agency that take system responsibilities off of you and your service staff, while at the same time improving how you use Epic and the data within it.

The most successful agencies place a focus on their management system and its optimization. Many, however, don't have the resources or the expertise to do this. We can help!

We focus on your management system so you can focus on your agency.

We take the processing & admin tasks off your hands

We improve your ability to track and measure

We Optimize Epic for Your Agency

We understand how your agency is using Epic and identify key areas that you're not taking advantage of
Identify data quality issues that can negatively impact reporting, renewal processing, client communications, employee efficiency, etc.
Configure EPIC controls to minimize opportunity for errors
Distribute reports to users to self-correct errors, minimizing supervisory involvement allowing for management by exception

As your agency grows, we grow with it. We provide guidance for growth and scale with you so that your management system is always driving your agency's growth.
Routine meetings focused on your agency's goals. We leverage our industry experience and knowledge within Epic to support and drive your business goals.
Assistance with new functionality, integrations and projects
Review of new releases/updates (often very lengthy) specific to your agency

Essentially, you are outsourcing a very specific need that every agency has: managing Epic.

We become an extension of your agency and a partner in your growth.

You have one fixed monthly cost for all of the services above
Pricing is determined by size of agency and its needs.
Discounted rates for future projects (things not falling in the scope of Epic Admin like conversions, acquisitions, book rolls, etc.)
Multiple payment methods for added flexibility

Typically completed first month
We learn about your agency and use of Epic
We develop a "plan of attack" with recommendations to begin optimizing Epic for your agency
We handle setup and integration outlined in our "plan of attack"
We create a personalized Agency Portal for your agency to be used in collaboration and central source of Epic information for your agency.

Typically begins second month
We handle all Epic processing needs and requests (you forget about it)
We work with your staff to improve data and optimize Epic
We're providing meaningful reports so that you can better manage the agency
Regular meetings to ensure we are both in sync with the direction and objectives of the agency