Applied Epic Insurance Agencies
Just like a vehicle, your agency’s Applied Epic system may be due for a regular tune-up to ensure it’s running smoothly and efficiently for your teams. That’s where Kite Technology’s Agency Consulting team can step in to assist. Our Applied Epic Consultants will conduct an assessment in four phases to check the effectiveness of your agency’s accounting or Epic utilization and provide an action plan to address your most pressing issues.
Kite Technology offers assessments for servicing and accounting. Each is targeted towards identifying key elements of your Applied Epic experience that can be optimized for greater agency success.
How is your agency’s overall utilization of Applied Epic? Areas of review include configuration, use of Epic updates, workflows, policy processing, marketing, and more.
Is your agency using the Accounting features within Epic to their fullest capabilities? Areas of review include accounting configuration, processes, workflows, GL balances, and more.
Whether you select a servicing assessment or accounting assessment (or both), the process is parsed into four phases. Here’s a walkthrough for what you can expect.
To squeeze the most out of your live data review and assessment with the Kite Technology Consulting team, you will receive a questionnaire to complete ahead of time. This questionnaire will include key information, such as:
In this 2-hour virtual meeting, your KiteTech Agency Consultant will review your Applied Epic database*, audit your staff’s workflow activity, and execute various Epic system reports to:
*Agency must assign one member of their team to log into Epic to share their screen for the live data review. User must have Enterprise Admin access and must be familiar with navigating Epic and generating reports.
During this 2-hour virtual meeting, your leaders and invited team members will meet with your KiteTech Agency Consultant, who will continue to complete the live data review, which includes:
After the presentation, your consultant will provide agency leadership with the following deliverables electronically:
The Agency Consultants of Kite Technology are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your Applied Epic system.
Contact us today to learn more about our Applied Epic services and how we can help your agency reach its full potential!
Give us a call at 410-356-3113 or send us a message!
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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.
