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Upcoming Virtual Q&A Session

Ask Us Anything:
Applied Epic Servicing Edition

Tuesday, December 8 | 2 pm ET

Expert Panelists: Lauren Tippett, Jenny Honican, & Katie Neiderer

Duration: 90 min

Kite Technology Group logo

Upcoming Virtual Q&A Session

Ask Us Anything:
Applied Epic Servicing Edition

Tuesday, December 8 | 2 pm ET

Expert Panelists: Lauren Tippett, Jenny Honican, & Katie Neiderer

Duration: 90 min

Your Applied Epic Servicing Questions, Answered!

From managing activities and documentation to streamlining workflows, there’s a lot that goes into servicing accounts effectively in Applied Epic. Even experienced users encounter challenges or wonder if there’s a better way to get things done.

Join us for a live Q&A session focused on servicing in Epic, where you can get answers to your questions directly from our experienced consultants. Whether you’re looking for help with a specific challenge or simply curious about how other agencies handle certain tasks, this is a great opportunity to learn.

This session is ideal for CSRs, Account Managers, Operations Managers, Epic Administrators, and anyone responsible for overseeing agency servicing processes. You’ll have the opportunity to get your questions answered and learn from questions submitted by other agencies.

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

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

  • Activities, tasks, and follow-up workflows
  • Improving reports and Dashboard data
  • Servicing workflows and process standardization
  • Documentation and attachment best practices
  • Policy changes, endorsements, and cancellations
  • Renewals and remarketing workflows
  • Using Epic features to improve servicing efficiency
  • Common servicing challenges and troubleshooting
  • And any other Applied Epic servicing 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

Your Applied Epic Servicing Questions, Answered!

From managing activities and documentation to streamlining workflows, there’s a lot that goes into servicing accounts effectively in Applied Epic. Even experienced users encounter challenges or wonder if there’s a better way to get things done.

Join us for a live Q&A session focused on servicing in Epic, where you can get answers to your questions directly from our experienced consultants. Whether you’re looking for help with a specific challenge or simply curious about how other agencies handle certain tasks, this is a great opportunity to learn.

This session is ideal for CSRs, Account Managers, Operations Managers, Epic Administrators, and anyone responsible for overseeing agency servicing processes. You’ll have the opportunity to get your questions answered and learn from questions submitted by other agencies.

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

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

  • Activities, tasks, and follow-up workflows
  • Improving reports and Dashboard data
  • Servicing workflows and process standardization
  • Documentation and attachment best practices
  • Policy changes, endorsements, and cancellations
  • Renewals and remarketing workflows
  • Using Epic features to improve servicing efficiency
  • Common servicing challenges and troubleshooting
  • And any other Applied Epic servicing 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.

Meet Your Expert Panel!

Lauren Tippett, Chief Agency Consultant

Lauren Roberts
Chief Agency Consultant

Jenny Honican, Applied Epic Agency Consultant

Jenny Honican
Agency Consultant
AVA Team Lead

Katie Neiderer - Applied Epic Agency Consultant

Katie Neiderer
Agency Consultant

About KiteTech

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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.