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Process is important! Most agencies, however, fall short on optimizing their management system, or they have processes that sit on a shelf for years without being touched. We don't hand you a workbook and ask for a check! We have a practical approach that focuses on automation within Epic. We work with your agency to understand your requirements from a servicing, E&O, and reporting standpoint, and build the processes in Epic for you. Our workflows focus on the items below.

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