Angela Adams Consulting helps insurance agencies using Applied Epic strengthen operations, improve visibility, support their teams, and move work forward with confidence. S E R V I N G I N D E P E N D E N T I N S U R A N C E A G E N C I E S . Support for Applied Epic AgenciesConsulting, accounting, licensed account managers, training, and service support from a team that understands your world. Advisory & Insurance Specialist Segment Manager Database Review Accounting System Setups Training & Support See how we can help your agency. Mary Wageman, CIC, CISR DeAnn Sheldon Michelle Manuel Applied Epic Regional Manager Accounting Segment Manager P E O P L E | E X P E R T I S E | L A S T I N G I M P A C T

Need extra day-to-day support too? A S K A B O U T S E R V I C E T E A M S U P P O R T T H A T C A N B E C O M E A N E X T E N S I O N O F Y O U R A G E N C Y .What Applied Epic Agencies Turn to Us ForWe help agencies using Applied Epic strengthen operations, improve clarity, and support their teams with practical services that meet real day-to-day needs. Database Review Review your structure, workflows, data quality, and opportunities for stronger system use. Accounting Report Card A focused review to help you better understand financial workflows, reporting, and where attention may be needed. Monthly Accounting Ongoing accounting support for agencies that need consistency, accuracy, and reliable monthly visibility. System Setups Support with setup, cleanup, and configuration so your system better supports the way your agency works. Training & Workflow Support Practical help for teams using Applied Epic day to day, with a focus on confidence and consistency. Consulting Onsites In-person support to help assess workflows, align teams, and move improvement work forward.

Need extra day-to-day support too? A S K A B O U T S E R V I C E T E A M S U P P O R T T H A T C A N B E C O M E A N E X T E N S I O N O F Y O U R A G E N C Y . Accounting Support for Clearer Financial Visibility Applied Epic agencies often need more than software support, they need confidence in the numbers behind the business. A focused review that helps agency leaders better understand key accounting workflows, reporting, and areas that may deserve attention. A strong starting point when you want a clearer picture of where things stand. Actionable insights and next steps Ongoing support designed to help agencies stay consistent month to month with bookkeeping tasks, direct bill support, reconciliations, commissions, and financial reporting visibility. Reconcilements and commission support Why it matters More consistent monthly processes Better support for decision-making Less strain on your internal team Accounting Report Card Review core accounting workflows Assess reporting and data accuracy Identify opportunities for improvement Monthly bookkeeping support Direct bill assistance Financial reporting visibility Clearer visibility Monthly Accounting When your operations system and accounting visibility work better together, your agency is better equipped to move forward.

Are you using your system to the fullest? O N T H E N E X T P A G E , L E A R N H O W A D A T A B A S E R E V I E W C A N H E L P Y O U G E T T H E M O S T O U T O F Y O U R S Y S T E M .CSR SUPPORT FOR INDEPENDENT INSURANCE AGENCIES What could your team hand off this week?Licensed, US-based account managers help handle the service work that keeps your team stretched, without adding another full-time seat.Renewals & remarketingExpiration reports, submission prep, quotes, and proposals.Endorsements & changesCustomer change requests, endorsement verification, and account updates.Certificates & evidenceSupport for certificate and evidence requests as they come in.Policy processingPolicy checks, download issues, carrier documents, and backlogs.Client conversationsLicensed support for service questions, reviews, and follow-up.Extra capacityHelp during busy periods, staff transitions, or ongoing growth.010203040506 Why We’re Different We’re not virtual assistants. Get professional service support from licensed, experienced, US-based account managers who already understand insurance and can handle more than basic tasks. Our team can step in quickly as an extension of your agency, with flexible support based on what you need. You only pay for the time you use.

W H A T W E R E V I E W O U R P R O C E S S Need extra day-to-day support too? A S K A B O U T S E R V I C E T E A M S U P P O R T T H A T C A N B E C O M E A N E X T E N S I O N O F Y O U R A G E N C Y . DatabaseA stronger database supports better visibility, better workflows, and better decisions. Our database review helps agencies using Applied Epic take a closer look at how the system is set up, how it is being used, and where improvement opportunities may exist. The goal is not more complexity, it is clearer visibility and more practical next steps. Structure & Setup How the database is organized and configured. Data Quality What is clean, consistent, and useful—and what may need attention. Workflows How work moves through the system and where friction may be showing up. Reporting Visibility How well your system supports insight, tracking, and decision-making. Sometimes the biggest opportunity is not adding more, it is getting more from the system you already have. If your agency is not getting the clarity it needs from Applied Epic, a database review is a smart place to start. Review 2 3 4 Assess Review Recommend Prioritize

Our team helps agencies using Applied Epic explore the right next steps, whether that means review, training, accounting support, onsite consulting, or a broader conversation about operational needs.A Stronger TomorrowLet’s talk about what your agency needs. Use this brochure as a starting point, then connect with us to discuss the areas where your agency could use the most support. Book a ConversationReal-World ExperiencePractical SolutionsOngoing SupportAngela Adams Consulting 5401 Netherby Lane North Charleston, SC 29420 888.485.7779 • AngelaAdamsConsulting.com