Benefits
3 Minute Read
Keep Your Employee Benefits Data Clean with Epic Audit Reports
Date Published:
By: Robbie Hartman
Data is business royalty. But for it to rule the day, your data must be accurate and accessible.
“When your account management team enters information into Applied Epic® as part of their workflow, audits can help ensure you’re capturing the data you need,” notes JC Mahan, Solutions Specialist at Applied.
Mahan identifies specific Applied Epic reports that can regularly measure a team’s adherence to agency workflows in the Benefits Audits and Reports That Can Improve Data Integrity on-demand workshop.
The workshop details four main use cases for audit reports in Applied Epic: Accounts, Policies, Activities and Attachments.
Mahan demonstrates the best practice for exporting report data into Microsoft Excel, allowing you to pull in the data you want in the order you want. In addition, he explains how to:
For more tips on finding, measuring, and reporting on your most valuable data, let’s look at each area in Applied Epic.
At the account level, your reports provide a big-picture overview. You can audit names, email addresses, job titles, and other information to help you target specific contacts. When this data is exported to Excel, you can use conditional formatting to highlight outdated or missing data. Best practice is to audit this account level detail quarterly, though an annual review is the most common.
Additional tips include:
Policies are your book of business, so you want to ensure data is clean and accurate. Expiration Reports and Policy List Reports are the go-to reports for this audit. Most users track this data monthly. For example, you might audit the past 180 days to capture missing data or policies that have not been renewed. This helps ensure that essential actions have been completed.
Additional tips include:
Activities reports help you keep track of your team’s productivity and outstanding work. Users typically export this data to Excel weekly or monthly. These reports can highlight data for activities that are still open, enabling your team to finish past-due items. You can also examine closed activities to see how long it took to complete them. This can help you discover inefficiencies where, for example, an activity took eight days when it should have taken two.
Additional tips include:
Attachments reports ensure that your team attach the correct documents to policies or activities as part of their workflow. For example, you can check to see if attachments are correctly named, placed in the correct folders, and given the required level of security access.
Additional tips include:
Watch the on-demand workshop for more details and a demo of auditing reports in Applied Epic.
Content Writer
Robbie Hartman, Content Writer at Applied, specializes in Employee Benefits for Applied Marketing Automation.