Teams at Gregory & Appel

Owns Applied Epic as the company-wide enterprise business system, overseeing governance, configuration, workflows, data quality, reporting, integrations, security, testing, releases, training, adoption, and continuous improvement. Translates cross-functional business needs into scalable solutions, manages the platform roadmap and change control, supports migrations and acquisitions, and partners with Operations, Accounting, IT, leadership, Applied Systems, and vendors to maintain system integrity and business value.

Manage commercial insurance client accounts, identify coverage gaps, recommend solutions, support producers with new and renewal business, prepare proposals and quotes, ensure policy accuracy, and handle service requests (certificates, endorsements, audits, cancellations) while delivering prompt, professional client service.

Sell mid-market commercial insurance by prospecting, managing a disciplined pipeline, closing new business, delivering consultative P&C risk solutions, collaborating with operations and carriers, mentoring junior producers, and building market presence.