Helping you get the most from Applied Epic

Applied Epic Resources

Applied Epic has enormous value and functionality to offer you and your insurance agency! When utilized to its fullest potential, Applied Epic will maximize your agency’s operational efficiency and transform the way you operate. The Applied Epic Consulting team here at KiteTech, believes in empowering Applied Epic users to take advantage of everything Epic has to offer. So, we’ll consistently add new resources to this page to help you along the journey of becoming an Applied Epic power user! Be sure to stop by often to check it out!

Consulting Corner Webisodes

Our Consulting Corner videos are meant to provide you with a lot of value in a short amount of time. It’s our way of sharing Applied Epic news, tips, and best practices to help you improve your utilization and boost your productivity. 


Applied Epic comes with numerous reports that can provide your agency with valuable insights and information to help you make informed decisions, improve operations, and increase profitability.

This ebook is a compilation of our Applied Epic reports blog series. We hope that this will serve as a valuable reference to help you better understand the different Epic reports and how they can be beneficial to your agency.

Reports discussed include:

Download eBook


Register for Upcoming Webinars

Applied Epic Reports on Desktop

Using Applied Epic Reports to Drive Your Agency’s Performance

The Kite Technology Agency Consulting team is thrilled to offer you the opportunity to join a small group consultation focused on Applied Epic reports. This ...
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On-Demand Applied Epic Webinars

Missed one of our Applied Epic Consulting webinars? No worries! View the recordings at your convenience to catch up on the latest information and tips. Webinars are listed from most recent to oldest. Additionally, all our webinars and other videos can also be found on KiteTech’s YouTube Channel.

Applied Epic Downloads

We know just how much insurance agents love a good handout so this section is for you! Our Applied Epic Consulting team is committed to sharing valuable handouts that you can download and share with other members of your team. Looking for something specific? Be sure to reach out to us and let us know what handouts you would like us to share! 


Preparing for your Applied Epic Conversion

We know that migrating to a new agency management system can feel daunting and that a poorly executed migration could cost you and your agency time and money. To learn more about preparing for your Applied Epic conversion be sure to download our infographic. It includes recommendations for data cleanup and our top tips for a successful conversion.

Sample Workflow Diagram: Cancel Insured Request

This flowchart is an example of what the entire workflow looks like from start to finish when a client requests that their policy be canceled. For experienced Epic users, this can serve as a reminder if they have not done the workflow in a while. But for the newcomer, it makes the Epic steps easier to understand because now you have the why behind all the different clicks on the policy screen

Applied Epic Consulting Blog

If reading is more your style, be sure to check out our library of articles written by our team of Applied Epic experts!

Download Infographic

Applied Epic Conversion Infographic

If you’re planning an Applied Epic conversion in the near future or in the middle of one now, check out our tips and best practices to help your conversion go smoother.

Preparing for your
Applied Epic Conversion


Download Sample Worfklow

Sample Workflow diagram

Sample Workflow: Cancel Insured Request

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.