I will setup applied epic crm applied epic commissions applied epic workflow automation
Expert in Shopify, WordPress, affiliate, email and SMS marketing setup
About this Gig
SETUP APPLIED EPIC CRM APPLIED EPIC COMMISSIONS APPLIED EPIC WORKFLOW AUTOMATION
Nobody signed up to be Applied Epic's personal babysitter, chasing renewals it was supposed to track on its own. :)
Commission errors & missed renewals cost insurance agencies real money, & most of that damage traces back to Applied Epic being set up wrong from day one.
I have spent years inside Applied Epic fixing exactly that. Whether your agency is starting fresh or cleaning up years of disorganized data, I configure Applied Epic so commissions reconcile correctly, renewals get tracked automatically & your producers stop chasing information manually across spreadsheets & endless email threads.
What I set up & configure inside Applied Epic:
- Applied Epic commission tracking setup
- Applied Epic workflow automation
- Applied Epic renewal reminder configuration
- Applied Epic carrier download setup
- Applied Epic activity workflow setup
- Applied Epic reporting configuration
- Applied Epic data cleanup & migration
- Applied Epic API integration setup
- Applied Epic integration with Zapier, n8n & Make
- Applied Epic integration with DocuSign & Adobe Sign
I carry out my work neatly and professionally.
D.M ME NOW.
Software:
Zoho

