Admin
Manage users, app access, and the agency snapshot
Total Users
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Active Users
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Admins
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Notes
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Users
| Name | Apps | Role | Status | Last login | ||
|---|---|---|---|---|---|---|
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Agency Snapshot (Epic SDK)
The snapshot walks every active producer's book in Epic, fetches all line-level data in the
expiration window, and indexes by line-producer so user syncs return their actual book
(including policies where they're on a line but not the client-level producer). Runs
automatically every night at 02:00 Mountain. Manual refresh takes 20–40 minutes.
| Started | Status | Clients | Policies | Lines | Window | Completed |
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