The Epic Optimizer Advisory Partnership turns a completed project into a continuously improving operation — with governance, KPI reviews, and a roadmap that evolves with your agency.
Staff turns over. Carriers change. Epic gets updates. Your business adds lines. Without governance, even great workflows drift back toward tribal knowledge within a year. Advisory is how the system keeps compounding instead.
Three levels of partnership, from quarterly governance to an embedded operational advisor. Pricing is tailored to your agency — scoped during discovery.
Governance that keeps the system honest. The right fit for agencies that want their platform and dashboards reviewed and maintained on a steady rhythm.
Active operational management. KPIs reviewed monthly, priorities re-ranked quarterly, and leadership planning built into the relationship.
An operational advisor at the leadership table. For agencies treating operational excellence as a competitive strategy, not a maintenance task.
Advisory pricing is set per agency based on size, cadence, and scope — book a conversation and we'll shape the right tier together.
For agencies that want the whole system in one relationship — platform, intelligence, advisory, and priority access — the Operational Excellence Partnership bundles everything Epic Optimizer does into a single annual engagement.
Start the ConversationWhether you're finishing a project or years past go-live, advisory is how the gains stick.
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