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Applied Epic Optimization

Kite Technology’s consulting team can help you optimize Applied Epic to improve operational efficiency and transform your agency. We will work with you to identify and resolve the inevitable issues that arise after migration. Despite the best planning, a change of this magnitude invariably includes unexpected “surprises”. 

While a move to Epic is a wise one in the long run, Kite Technology Group can help mitigate the pain in the short run by effectively addressing any issues that crop up. The result is that you recognize the benefits of your investment much more quickly.

An Epic optimization is recommended approximately 6 months after migration as well as after every major release. 

Benefits of Applied Epic Optimization

Applied Epic is fully customizable and is designed to be used by independent insurance agencies, MGAs, MGUs, insurance carriers, brokers, and benefits agencies. Optimizing Epic allows you to make it work for your agency’s specific needs. Benefits of an Epic optimization include:

Learn about Kite Technology's Applied Epic Optimization Services

If your agency has been using Applied Epic for any amount of time, you have an opportunity to optimize your system and utilize many of the key features that increase efficiency and productivity. Hear from KiteTech’s Director of Agency Consulting, Lauren Roberts on how you can determine if it’s time to optimize your Applied system and how we can help. 

If you have any questions, please don’t hesitate to reach out to start the conversation. We would love the opportunity to learn more about your agency and help you get the most from your Applied Epic investment.

Getting started with an Applied Epic Optimization – The Assessment

One of the ways we determine your agency’s optimization needs is by conducting an initial assessment that helps us get a better understanding of how you use Epic for:

  • An overview of your agency operations

  • Lines of business (commercial P&C, personal P&C, benefits, etc.), verticals, and target markets

  • Organization structure, key team members and roles within your agency

  • Integrations and third-party tools you are using or plan to implement

  • Pain points and challenges that must be addressed to meet your business objectives

As part of the assessment we also review your Epic database, audit your transaction activity, and execute various Epic system reports to determine: 

  • Key configuration settings
  • Typical workflows
  • Data and process issues
  • Consistency of your processes across team members
  • Accounting configuration and practices

Based on our findings, we will make recommendations on areas in Epic that your agency should optimize. 

Examples of Applied Epic Optimization Engagements

The power of Epic lies in customizing it to make it work for your agency’s unique needs, not using it out-of-the-box. No two optimization engagements are exactly the same as they are developed to address your agency’s specific needs. Below are some examples of optimizations engagements:

These are just a few examples of ways that our consulting team can help your agency optimize your Applied Epic system and help you improve operational efficiency and results. 

To learn more about our services, please reach out using the contact form on this page or send us an email at We are eager to learn more about your agency and see how we can help! 

How Kite Helped This Agency Streamline their Workflow with Applied Epic Optimization

With so many options for office productivity software, it can be difficult for insurance agencies to choose the right one. It’s very tempting to try them all. That’s what a client in Texas found when they got in touch with us recently. They were using ImageRight, QuickBooks and HubSpot, and they had all the Epic activities turned on. They felt their operational efficiency could be better and wanted to help employees streamline their workflow.

Since we work with various insurance agencies through our consulting services, we knew the agency’s staff could both streamline and simplify their processes. Through the optimization of their Applied Epic system, we identified current redundancies and formulated a plan to increase speed and efficiency agency-wide. To ensure we were offering a truly personalized result, we sat down with each account manager and watched them work. We identified problem spots and visible bottlenecks, as well as their most frequently used events and activities, putting all the others in the background. This cut down on repetitive work for front-end staff. We also worked with account managers on advanced reporting, so they could take advantage of the most useful Epic reports.

The result was a streamlined workflow that automated repetitive tasks and boosted operational efficiency. We’ve even been asked back to work with their accounting staff to implement Epic, moving everything into one easily accessible hub.


adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.