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Webinar:

How Auditing Can Drive Performance in Applied Epic

A one-hour Interactive event for Insurance Agencies

Thursday, March 19, 2 pm EDT

*Can't make it at this time? Register anyway, and we'll send you the recording.

High-performing independent insurance agencies use Applied Epic audits to gain transparency, uncover action items and score a competitive advantage. Audits point to gaps in processes, areas for improvement and training opportunities for your staff. Data accuracy improves, and workflows become more efficient.  

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By attending our webinar, How Auditing Can Drive Performance in Applied Epic, attendees will:

 

  • Understand what information to audit and why

  • See examples and learn what reports to use to audit your data

  • Analyze and evaluate the results of the audits

Maximize your agency's productivity.  RSVP even if you can’t attend, we’ll send you the recording.

MEET OUR SPEAKERS

LAUREN TRIPP
Senior Agency Consultant
Kite Technology Group

As Senior Agency Consultant, 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.

Kellie Uhlhorn
KELLIE UHLHORN

Agency Consultant

Kite Technology Group

Kellie's primary focus at Kite Technology is helping clients achieve and maintain agency efficiency and productivity by conducting data and procedural auditing.  Kellie also assists with workflow development, commission entry and data testing as well as providing additional support for Consulting projects.

How Auditing Can Drive Performance in Applied Epic

Thursday, March 19, 2 pm EDT

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