Kite Technology Group logo

upcoming Virtual Q&A Session

Ask Us Anything:
Applied Epic Accounting Edition

Wednesday, November 18 | 2 pm ET

Expert Panelists: Lauren Tippett, Kellie Halfpap, & Buffy Johnson

Duration: 90 minutes

Kite Technology Group logo

upcoming Virtual Q&A Session

Ask Us Anything:
Applied Epic Accounting Edition

Wednesday, November 18 | 2 pm ET

Expert Panelists: Lauren Tippett, Kellie Halfpap, & Buffy Johnson

Duration: 90 minutes

Accounting in Applied Epic Can Be Complicated. Let's Talk About It.

Have questions about accounting in Applied Epic? Whether you’re dealing with reconciliation issues, accounting discrepancies, confusing reports, or simply wondering if there’s a better way to handle certain processes, this is your opportunity to get answers!

Join Kite Technology’s Applied Epic Accounting Consultants for a live Q&A session where your questions drive the conversation. Our team will address common accounting challenges and answer your questions based on their experience helping insurance agencies manage accounting in Epic.

Whether you handle day-to-day accounting, oversee your agency’s financial operations, or manage your Applied Epic system, this session is an opportunity to get answers and learn from the questions other agencies are asking.

No slide decks. No fluff. Just practical answers to your Applied Epic Accounting questions.

Here are some of the Epic accounting topics you can ask us about:

  • Bank reconciliations and troubleshooting discrepancies
  • Direct bill and agency bill accounting
  • Producer and broker commissions
  • Accounting reports and financial accuracy
  • Common accounting errors and cleanup challenges
  • Accounting workflows and best practices
  • General ledger configuration and account balances
  • And any other Applied Epic Accounting questions you have!

Have a question already? Submit it when you register! We’ll kick things off with some of the questions submitted in advance, then answer additional questions submitted through the webinar’s Q&A feature during the live session.

Our consultants will answer as many questions as time allows.

Join us for the Q&A Session

Join us for the Q&A Session

Accounting in Applied Epic Can Be Complicated. Let's Talk About It.

Have questions about accounting in Applied Epic? Whether you’re dealing with reconciliation issues, accounting discrepancies, confusing reports, or simply wondering if there’s a better way to handle certain processes, this is your opportunity to get answers!

Join Kite Technology’s Applied Epic Accounting Consultants for a live Q&A session where your questions drive the conversation. Our team will address common accounting challenges and answer your questions based on their experience helping insurance agencies manage accounting in Epic.

Whether you handle day-to-day accounting, oversee your agency’s financial operations, or manage your Applied Epic system, this session is an opportunity to get answers and learn from the questions other agencies are asking.

No slide decks. No fluff. Just practical answers to your Applied Epic Accounting questions.

Here are some of the Epic accounting topics you can ask us about:

  • Bank reconciliations and troubleshooting discrepancies
  • Direct bill and agency bill accounting
  • Producer and broker commissions
  • Accounting reports and financial accuracy
  • Common accounting errors and cleanup challenges
  • Accounting workflows and best practices
  • General ledger configuration and account balances
  • And any other Applied Epic Accounting questions you have!

Have a question already? Submit it when you register! We’ll kick things off with questions submitted in advance, then answer additional questions submitted through the webinar’s Q&A feature during the live session.

Our consultants will answer as many questions as time allows.

Meet Your Expert Panel!

Lauren Tippett, Chief Agency Consultant

Lauren Roberts
Chief Agency Consultant

Kellie Halfpap from KiteTech

Kellie Halfpap
Agency Consultant

Buffy Johnson

Buffy Johnson
Agency Consultant

About KiteTech

This Webinar Begins in...

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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.