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.
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:
Looking for strategies to make your day-to-day work in Applied Epic more efficient?
Watch this fantastic webinar for must-know tips and tricks!
Recorded on August
Join us for our complimentary webinar series, Mastering Applied Epic Reports, where we will delve into all the essential reports within the Applied Epic system.
Mistakes, oversights, or a simple desire for a fresh start – we all have our reasons to yearn for an accounting clean slate, especially in
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
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
Applied Epic has a myriad of configuration options along with new features and functionality to help your agency work smarter, boost operational efficiency, and improve
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
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
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!
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.
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
If reading is more your style, be sure to check out our library of articles written by our team of Applied Epic experts!
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
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
Sample Workflow: Cancel Insured Request
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.
