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!


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


Consulting Corner Webisodes

Our Consulting Corner videos are meant to provide you with a lot of value in a short amount of time. Usually lasting no more than 10 minutes, we’ll share Applied Epic news, tips, and best practices to help you improve your Applied Epic utilization and boost your productivity. 

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.

Performing an Accounting Fresh Start in Applied Epic

Mistakes, oversights, or a simple desire for a fresh start – we all have our reasons to yearn for an accounting clean slate, especially in a platform as robust as Applied Epic. If you’ve ever felt a need to take a Mulligan on your accounting setup, you’re not alone. In the dynamic world of finance and accounting, precision is paramount. Applied Epic offers a powerhouse of accounting features, but without the right foundation, it can lead to more confusion than clarity. This webinar is your opportunity to learn how to correct past oversights and lay the groundwork for future success.


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Applied Epic Sales Automation

Sales Automation and Opportunities in Applied Epic

In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. Our next webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.

WED, OCT 18 | 2 PM ET

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TARTS Webinar

Supercharge Your Employees’ Performance in Applied Epic with Targeted Auditing and Refresher Training Sessions

To stay ahead in today’s fast-paced insurance industry, it’s essential to ensure that your team has the necessary skills and knowledge to consistently utilize Applied Epic effectively. This webinar is designed to equip you with practical insights on how to enhance your employees’ performance in Applied Epic by implementing targeted auditing and refresher training sessions. We’ll not only cover the “why’ and the “how” of conducting internal audits but also discuss how to utilize the data you collect to develop training programs that boost your employees’ proficiency in Applied Epic.

Recorded on August 23, 2023

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Accounting Small Group Consult Thumbnail

Applied Epic Accounting: Exclusive Small Group Virtual Consultations

The Kite Technology Agency Consulting team is thrilled to offer you the opportunity to join a small group consultation focused on Applied Epic accounting. This session will provide you with the valuable opportunity to enhance your accounting skills and maximize the value of your agency’s Epic financial data.

Join us and learn how to transform your accounting practices and unlock the full potential of Applied Epic for your organization’s financial success.

3 Sessions available in August 2023

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Agency Bill Transactions in Applied Epic

This session is a continuation of our previous webinar: A Front-End User’s Guide to Transactions in Applied Epic. In this presentation we’ll provide a more in-depth look at the different types of transactions that you can make at the policy level and we’ll provide additional information related to entering Agency bill transactions from the policy screen.

This webinar will be beneficial for servicing staff or anyone new to Applied Epic accounting. The session can also serve as a resource for management and training staff.

Recorded on December 15, 2022

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Working Smarter in Epic

Working Smarter and Faster in Applied Epic

Whether you just started working in Applied Epic or you’ve been using it for a while now, there is always room to improve how efficiently you use the system. Over the years, our Agency Consulting team has acquired lots of valuable Applied Epic tips and tricks that can help you work smarter and get more work done in less time.

Hosted by Kellie Halfpap and Jenny Honican, Agency Consultants at KiteTech, this webinar will be great for anyone that would like to learn how to improve their efficiency in Applied Epic.

Recorded on October 19, 2022

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Transactions in Applied Epic

A Front-End User’s Guide to Transactions in Applied Epic

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covered the basics of Applied Epic’s accounting functionality to help your users be more efficient. You’ll also learn how transactions in Applied Epic affect accounting to make reporting easier and more valuable. Lauren reviews important fields that need to be entered correctly and how to read the Transaction screen to efficiently find answers to your accounting questions.

Recorded on September 22, 2022

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applied epic renewals manager

Implementing Applied Epic’s Renewals Manager in Your Agency

Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers how your agency can benefit from using Renewals Manager and how you can get started using it to better manage renewals in your agency.

Recorded on February 16, 2022.

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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.