Helping you get the most from Applied Epic
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!
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.
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!
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:
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Whether you’re leading the agency or managing the day-to-day servicing, this guide will help you get the most out of Epic Dashboards and turn your data into actionable insights.
Dashboard for the following roles are covered:
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.
Webinar Recorded on 7/16/26
Watch the on-demand webinar to learn practical, system-agnostic strategies to help your agency get more value from its agency management system.
Webinar Recorded on 7/2/2026
Check out the second part of our webinar series, Applied Epic Accounting Cleanup Strategies. In this session, explore how to clean
Webinar Recorded on 5/21/26.
Want to approach your Applied Epic Accounting cleanup project with confidence? Watch the on-demand webinar to get started.
Webinars Recorded on 1/21/2026 & 2/25/2026
Watch this two-part webinar series will help you make sense of your Applied Epic Book of Business report. You
Webinar Recorded on 12/10/2025
Renewals Manager is a powerful tool, but many agencies are not using it to its full potential. In our latest on-demand
Webinar Recorded on 10/30/2025
To best harness the power of cutting-edge tools, automation, AI, and other features, your agency must a strong foundation in Applied
Webinar Recorded on 8/13/2025
Gain a deeper understanding of how to effectively manage and customize Pr/Br commission agreements in Applied Epic. Join our upcoming
Webinar Recorded on 7/22/2025
This on-demand webinar is designed to walk you through the intricacies of company commission agreements, best practices for configuring those agreements,
If reading is more your style, be sure to check out our library of articles written by our team of Applied Epic experts!
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We would love the opportunity to learn more about your business and how we can help.
This eBook serves as a valuable reference to help you better understand the different Epic reports and how they can be help your agency make informed decisions and improve operations.
Drive Your Agency’s Performance with Applied Epic Reports
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
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.
