See More. Know More. Do More.
Your agency has a tremendous amount of valuable data in Applied Epic. The challenge is turning that data into information your team can easily access, understand, and use.
Kite Technology’s Applied Epic Dashboard Services help bring important information to the surface, giving your team greater visibility into client activity, workloads, performance, and operational trends.
With dashboards designed around the people who use your data every day, you can spend less time searching for information and more time acting on it.
Your agency captures valuable information in Applied Epic every day. But when that data is buried in reports or difficult to access, it can be hard to see the full picture.
Applied Epic dashboards bring the information that matters most into view, helping your team quickly understand what’s happening, identify what needs attention, and make more informed decisions.
SEE MORE.
Our fixed-fee Applied Epic Dashboard Package gives your agency three custom dashboards designed to make important information easier to access and act on. Each dashboard provides a different view into your agency’s data, helping employees and managers quickly surface the information most relevant to their role.
The Client Snapshot, Account Manager, and Department Manager dashboards have been thoughtfully reinvented to deliver deeper, more actionable insights into client management, operational efficiency, and team performance across the agency.
See important client and account information in one convenient view.
Give Account Managers greater visibility into the information they need to manage their workload and book of business.
Help managers monitor activity, workloads, trends, and performance more efficiently.
KNOW MORE.
Dashboards do more than make information easier to find. They help your team better understand what’s happening across clients, workloads, and departments so they can recognize trends, identify areas that need attention, and make more informed decisions. By putting relevant insights in front of the people who need them most, your agency can spend less time searching for answers and more time using data to guide the work ahead.
Quickly surface important information about their book of business, better understand where attention is needed, and identify opportunities sooner.
Gain greater visibility into team activity, workloads, trends, and performance without spending hours compiling and comparing reports.
Keep important client information at your fingertips, quickly see what needs attention, and stay better informed.
DO MORE.
When the right information is easier to see and understand, your team can act on it more effectively. Applied Epic dashboards help turn everyday agency data into insights that support greater efficiency, stronger oversight, and more informed decision-making.
Every agency has different priorities and ways of measuring performance. If your needs extend beyond our standard dashboard package, our consultants can develop custom Applied Epic dashboards tailored to the specific information your agency wants to monitor.
From KPI and scorecard visibility to specialized operational and management reporting, we can help you bring the data that matters most into view.
Getting more from your data takes more than building a dashboard. It takes an understanding of Applied Epic, agency operations, and how your team actually uses the system every day.
Kite Technology’s experienced Applied Epic consultants bring deep insurance industry and system expertise to every engagement. The consultants leading our dashboard services have completed Applied Systems’ Epic Dashboards Admin Certification Program, combining specialized dashboard knowledge with real-world agency experience to build dashboards that turn your Epic data into meaningful, actionable information your team can put to work.
Ready to see what’s possible with your Applied Epic data?
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
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.
