Teri Cote, Cic, Cisr, Cpiw Email & Phone Number

Spearhead the building and launch of the Cartography Team including establishing mapping guidelines and procedures for all Epic integrated applications, setting standards for documentation and mapping validation reports, and leading the setup of a central repository for all documentation with scheduled report updates for each integrated application.• Facilitate the cross-training of all team staff to minimize any redundancies in backup and checkpoints across all time zones including the UK while driving same-day resolution of any integration errors. • Authored playbook for Epic/Lawson integration error troubleshooting, communication expectations, defining escalation path, setting SLAs, and publishing smoke test schedule with blackout dates. • Manage ongoing process refinements for all teams; carrier interface/carrier management, data quality control, MGA applications support, and Cartography teams.• Partner in creating and executing plans to identify opportunities for improvement of existing workflows with integrated systems.• Identify opportunities for workflow efficiencies and enhancements by designing processes across the entire business through our governance process.

United States

Managed the activities, performance, and supervision of the Carrier Interface/Carrier Management, Data Quality Control, and MGA Applications Support teams while leading Epic structure management, establishing standards for enterprise-wide configurations, developing naming conventions to coincide with users' structure and security, and providing structure mapping for all applications integrated with Epic including Infor Lawson, Phinsys, RiskMatch and Salesforce.• Played a key role in numerous agency integrations to both Epic and IMS (MGA Systems) annually.• Developed a support model and established SLAs for MGA Applications Support for the MGA business division, Totalis • Developed NACHA file enabling the accounting operations center to automate the AP process from Epic and the consolidation of all bank accounts to one financial institution,• Established structure guidance standards and developed knowledge bases for Epic Data Quality Control Team and Lawson Integration that included smoke test processes/schedules.• Facilitated monthly cross-team Structure/Mapping Governance Committee meetings and monthly MGA ODASC (Operational Design Authority Steering Committee) meetings.

Delivered all aspects of technical support for various integration projects and applications to approximately 5,000 users located throughout the US and Canada in the retail P&C business market. Supported the integration of Applied Epic, Vertafore AMS360, Vertafore Sagitta, and Applied TAM, applications including RealTime, CSR24, PL Rating, RiskMatch, and Salesforce, and platforms including ServiceNow, Salesforce Backoffice, and Confluence.• Supported other applications including Smartsheet, Microsoft suite of products, Visio, Whiteboard, Egnyte, and SharePoint.• Served as a Subject Matter Expert in Download and RealTime, IVANS/CSIO, Epic Configuration, User Administration, User Security, and structure/data mapping from Applied Epic to Infor Lawson.

Longmont, Co

Led all aspects of configuration, interfacing support, and management of all conversion projects in Applied Epic for US and Canada from multiple source systems. Managed 6 regional conversions and 17 merger and acquisition conversions per year, including download testing pre-conversion and establishing carrier stagger orders for download backlog management post-go-live. • Oversaw the overall health of the download, scheduling, and running of all Download and Suspense Update jobs including Batch Update enterprise-wide. • Managed high download volume with 400,000+ US and 150,000+ CA transactions monthly with a match rate of 88% and 90%. • Facilitated and managed special projects such as eDocs Working Group in Canada and the consolidation of IVANS accounts; established download standards and authored procedures. • Delivered interface technical support for all interface-related issues in the US and Canada and over 10,000 employees.• Managed 60+ IVANS accounts, 15 CSIO accounts, and all non-IVANS downloaders such as TEAMUp, Progressive Downloader Plus, and Commerce; prepared non-IVANS AL3 files for daily batch updates.

Longmont, Colorado, United States

Partnered in managing all aspects of sales, operations, staff training, and application conversation efforts in collaboration with sales, IT, and service teams leveraging knowledge of the personal lines marketplace to support staff throughout the client lifecycle while driving team performance and deliverables for Service Level Agreements, growth goals, and the retention of clients.• Maintained staffing requirements and led the training, monitoring, and ensuring that all quality standards related to data accuracy, service standards, and individual production were being met.• Steered teams for agency management system conversions from AMS AfW to AMS360, and later from AMS360 to Applied Epic.• Coordinated with the off-site IT department in implementations, data testing, and error reporting; set up download processes with each carrier in the new system.• Scheduled office-wide training efforts and coordinated with Vertafore and Applied for in-house training; completed agency set-ups, security groups, form letters, etc. in AMS360.• Served as a download manager and carrier website administrator, while leading staff training on carrier websites, agency management systems, workflows, and procedures. • Assessed the educational and training needs of staff; scheduled and coordinated on-site trainers for specialty education programs such as Notary training and ethics classes.

Crm Designation, Certified Risk Manager

Activities and Societies: CRM Institute Principles Of Risk Management

Cic Designation, Certified Insurance Counselor

Activities and Societies: CIC Institute Commercial Casualty Agency Management Personal Lines Commercial Property

Cisr Designation, Certified Insurance Service Representative

Activities and Societies: CISR Institute Agency Operations Insuring Personal Auto Exposures Insuring Personal Residential Property.

Business Administration

Activities and Societies: Poem published in the campus paper in 1995. 🔹 Business Law 🔹 Sociology 🔹 Statistics 🔹 Creative Writing 🔹.