Take Your Utilization to a New Level with

APPLIED EPIC consulting

Whether you’re in the process of migrating to Applied Epic or have been using it for years, our comprehensive Applied Epic Consulting Services are designed to propel your insurance agency to new heights of success. We work hand-in-hand with agencies across the country to maximize their investment in Applied Epic by implementing best practices and providing top-notch training.

Our team of seasoned Applied Epic experts can help your agency optimize your system, standardize workflows, create custom reports, and much more. Let us help you streamline your operations, enhance efficiency, and drive growth with our tailored solutions. Contact us today to schedule a consultation and take the first step towards unlocking the full potential of Applied Epic for your agency.

Key Components of Kite Technology’s

CUSTOMIZED SERVICES

Applied Epic Assessment

Our consultants check the effectiveness of your agency's Epic utilization and provide an action plan to address the most pressing issues.

APPLIED EPIC MIGRATIONS

We will work with you to properly configure your system and ensure easy access to the information you need.

APPLIED EPIC OPTIMIZATIONS

Our consulting team can help your agency optimize your workflows and improve efficiency while maintaining data accuracy.

AUDITING SERVICES

Through an audit, you align company goals, keep data clean, provide training opportunities, and establish benchmarks.

WORKFLOW DEVELOPMENT

Updating and standardizing your workflows is an important part of running your agency efficiently and accurately.

CUSTOM REPORTS

Applied Epic has tremendous reporting functionality that your agency can leverage to improve its operational efficiency.

ACCOUNTING SERVICES

Applied Epic provides better tracking of client, carrier, and broker receivables while also providing reporting.

EMPLOYEE TRAINING

Our agency consulting team can provide onsite and remote employee training to meet your needs.

WORKFLOW DEVELOPMENT

Updating and standardizing your workflows is an important part of running your agency efficiently and accurately.

CUSTOM REPORTS

Applied Epic has tremendous reporting functionality that your agency can leverage to improve its operational efficiency.

ACCOUNTING SERVICES

Applied Epic provides better tracking of client, carrier, and broker receivables while also providing reporting.

PROPOSALS & CUSTOM FORMS

Our consultants understand the importance of branding and setting yourself apart from the competition.

MAXIMIZE YOUR AGENCY’S PERFORMANCE

Hear from Lauren Roberts, Director of Agency Consulting at Kite Technology about our passion for helping agencies across the county get the most from their Applied Epic investment.

Learn more about the types of Applied Epic consulting engagements we have available and how we can help your agency improve productivity by using your Epic system more effectively.

If you have any questions, please don’t hesitate to reach out to start the conversation. We look forward to learning more about your agency and how we can help you meet your business objectives.

Passionate, Driven, and Committed to Your Success

MEET OUR APPLIED EPIC CONSULTING TEAM

lauren tripp

Lauren Roberts

Director of Agency Consulting

Kellie Halfpap from KiteTech

Kellie Halfpap

Agency Consultant

Jenny Honican, KiteTech Agency Consultant

Jenny Honican

Agency Consultant

Laura Whaley

Laura Whaley

Agency Consultant

Buffy Johnson from KiteTech

Buffy Johnson

Agency Consultant

Brooke Perrone

Brooke Perrone

Applied Epic Agency Bookkeeper

Ashley McKinnis

Ashley McKinnis

Associate Agency Consultant

Case Study

COST-SAVING WORKFLOW DEVELOPMENT WITH APPLIED EPIC

Migrating to a new agency management system and implementing cost-saving workflows is rarely efficient at first. That’s what one of our insurance agency clients in Florida discovered when they came to us for assistance and advice in configuring and optimizing their new Epic database.

To minimize downtime and boost productivity, the agency’s staff needed to quickly learn the functionality of their system. We worked closely with them to develop workflows customized to the needs of their agency, so they could manage everything from existing customer relationships to new sales opportunities.

Once these workflows were created, we completed employee training on how to work within their system and ensured it was configured properly from day one. Every feature, from the system configuration to report automation, functioned to save their team time and boost operational efficiency.

As they began selling, their team knew they could continue to rely on us to offer personalized insurance consulting and technology expertise to their team.

Boca Raton, FL

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.