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.
• 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.
• 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.
• 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.
• 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.
• 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.

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 🔹.