AGENCY CONSULTING WEBINAR
ADVANCED REPORTING IN APPLIED EPIC

This webinar recording is now available.
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GO BEYOND THE BASICS AND TAKE YOUR AGENCY'S APPLIED EPIC REPORTS TO THE NEXT LEVEL!

Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency’s processes, workflow adherence, and data integrity. Additionally, they can help you identify areas that need attention and when additional staff training may be necessary.  Our Applied Epic Consulting team often finds that many agencies under-utilize Epic’s reporting capabilities and miss out on valuable data that could help them make significant business improvements. 

During this session, Lauren Tripp, Director of Agency Consulting at Kite Technology is going to go beyond the basics and share how you can use Applied Epic’s advanced reporting capabilities to audit your agency’s processes and maximize your operational efficiency.

During the session, Lauren will cover:
  • A deeper dive into Main Report sections
  • How to modify existing reports for different applications
  • The best reports to use for auditing your data
  • Use case of various reports and how they can help you better manage your agency.
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Meet Our Speaker

lauren tripp
Lauren Tripp
Director of Agency Consulting

As Director of KiteTech’s Applied Epic Consulting team, Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations. Lauren is passionate about helping independent insurance agencies improve the way they utilize Applied Epic so they can operate more efficiently. In addition, Lauren enjoys sharing her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year. 

To learn more about how KiteTech’s Agency Consulting Services can help you get the most from your Applied Epic system, click here.

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.