Epic Optimizer pairs expert consulting with the EpOpti platform to turn how your agency operates into a documented, measurable, continuously improving system.
Most agencies own Epic — but their operations live in people's heads. Undocumented workflows, inconsistent data, and no way to measure whether things are actually improving. The software isn't the problem. The missing operational system around it is. See what it costs you →
Not point solutions — a flywheel. Each engagement strengthens the next, and your agency keeps improving long after go-live.
Executive dashboards, KPI scorecards, and operational assessments that show exactly where your agency is losing time, money, and consistency.
Learn more ▶Your workflows — documented, optimized, and rebuilt as interactive guides using the Epic Optimizer methodology. Delivered through three engagement paths.
Learn more ▶The white-labeled operational system your team works from every day — searchable guides, interactive walkthroughs, AI assistance, and onboarding built in.
Learn more ▶Ongoing advisory partnership — KPI reviews, workflow governance, and operational roadmaps — so the system improves every quarter instead of going stale.
Learn moreStep 04 feeds back into Step 01 — that's the flywheel. Intelligence finds the next opportunity, and the cycle compounds.
Consulting deliverables that sit in a binder die in the binder. Everything built during your engagement lives in EpOpti — a white-labeled operational platform your team uses every day.
Your agency's name, logo, and colors. Your workflows as searchable, phased, role-tagged guides with screen-recorded walkthroughs. Your new hires onboarding from the same playbook your veterans use.
Searchable, phased, role-tagged step-by-step guides for every critical process.
Scribe screen recordings embedded directly in each workflow guide.
A living reference for who does what — and which codes drive your reporting.
Your brand, your people, your process — with user and group management built in.
An AI assistant embedded in your guides that answers questions and cites its source.
See which guides get used, by whom, and where your team needs support.
Guides docked in the browser, right alongside Applied Epic while your team works.
A built-in help request system so questions get answered — and documented.
New hires must pass a quiz on each workflow. Know the day they're actually ready.
Update a workflow, push it to the team, and everyone requalifies on the new version.
Our Workflow Transformation service is delivered through one of three engagement paths — matched to where your documentation and Epic configuration stand today.
"We already have documented workflows." We convert them into interactive EpOpti guides — fast, structured, and searchable.
"We have processes, but they aren't documented consistently." We rebuild them from the ground up using the Epic Optimizer methodology.
"We want to redesign how we operate." Full workflow rebuild plus Epic configuration optimization — codes, triggers, and automation opportunities.
Become an Epic Optimizer Advisory Partner. Your operations keep improving — with governance, KPI reviews, and a roadmap that evolves with your agency.
We don't just sell software, and we don't just sell consulting. For agencies that want one relationship covering everything — platform, intelligence, advisory, and priority access — this is it.
Start the ConversationEvery engagement — regardless of size or path — follows the same five-phase methodology. Repeatable, measurable, and proven across agencies.
Understand how your agency actually operates today.
Measure maturity, find gaps, and quantify the opportunity.
Rebuild workflows, configuration, and reporting for how you should run.
Deliver everything to your team through the EpOpti platform.
Govern, review, and keep compounding through advisory.
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.
And because migrations end with workflows built in EpOpti, your new environment launches with its operational system already in place.
Engage during the acquisition or platform decision stage. Assess data complexity, flag risks early, and set realistic timelines before contracts are signed.
Audit the source system — AMS360, Hawksoft, QQ Catalyst, or another platform — and map data structures to Epic's schema before migration begins.
Configure branches, departments, divisions, security groups, and code tables ahead of import so data lands in the right place.
Design workflows specific to the acquiring agency before go-live — built around how this team actually operates, delivered in EpOpti from day one.
Oversee the import, validate records post-migration, and resolve discrepancies before they become operational problems.
Be on the ground — or on the call — when the switch flips. Train staff, resolve issues in real time, and ensure day-one readiness.
Every major Applied product, how they work together — plus vetted technology partners we trust with our clients.
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 a vendor. Not a trainer. A partner who stays engaged so your agency keeps improving long after day one.
Full BioDeep 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.
A repeatable operational excellence system — not one-off consulting. Built on a methodology that compounds with every engagement.
A focused working session to map where your agency has the most to gain — free, with no commitment.