Financial Report

WEBINAR

ADVANCED REPORTING IN APPLIED EPIC

TUE, MARCH 2 | 2 PM ET

GO BEYOND THE BASICS AND TAKE YOUR AGENCY'S 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. They can help you identify areas that need attention and when additional staff training may be necessary. Unfortunately, many agencies under-utilize Applied 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. 

We'll be providing a live Q&A so come prepared with your questions!

Can't make it at this time? Register anyway and we'll be sure to send you the recording.

Register Now!

I give consent for you and/or your third-party marketing partners to use the personal information I provide above to send marketing and promotional communications per my marketing preferences. I understand I can opt-out of these marketing emails at any time.

Meet the Presenter

Lauren Tripp
Director of Agency Consulting

As Director of Agency Consulting at Kite Technology, Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations.  In addition, Lauren shares her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year.

  • Facebook Social Icon
  • LinkedIn Social Icon
  • Twitter Social Icon
  • Instagram Social Icon
  • RSS Social Icon

© 2020 - Kite Technology Group

10989 Red Run Blvd, Suite 209, Owings Mills, MD 21117

Corporate Headquarters

10989 Red Run Blvd, Suite 208

Owings Mills, MD 21117

855-290-5483 / engage@kitetechgroup.com