How Kite Technology Can Help

Training for applied Epic Users

Kite Technology’s agency consulting team can provide onsite and remote employee training to meet your agency’s needs whether you’re new to Epic, optimizing your workflows or just have a new employee to train.

Consulting engagements for training your Applied Epic users can focus on a combination of topics including but not limited to: 

  • Standardized Workflows 
  • Advanced Reporting 
  • Working Efficiently in Epic 
  • Basic Accounting for Administration and Front- End Users 
  • Quicker Activity and Attachment Filtering Using the Access Icon and Searching Functions 
  • System Configuration and Administration 

Training Types


Implementation of a new agency management system like Applied Epic is stressful. The amount of information and initial training can overwhelm even your best employees. Given this, many agencies find that providing additional training after Applied Epic activation is extremely beneficial. We recommend providing additional training 4-6 months after activation when your staff has had a chance to acclimate to the new system but may not be working as efficiently as they could be. Workflow training done after activation results in better retention and increased productivity.


If your agency has been using Applied Epic for some time and you’re ready to optimize and standardize workflows for your agency, you will also need to provide employee training. This is vital to ensuring that your employees understand what’s new and updated in your system. It’s important for employees to understand how to properly use the system based on your workflows so that they work efficiently and enter information accurately into your Epic database.


Effectively training your new employees on Applied Epic is vital to your agency’s continued success but difficult to accomplish if you don’t have training resources. If you don’t have an in-house trainer or the bandwidth to train internally, we can help! We specialize in training new agency employees how to use the Applied Epic system and will train them to follow your agency’s procedures and workflows. Whether it’s an account manager or accounting administrator, our consulting team can provide the appropriate Applied Epic training they’ll need to be successful in their new role. We accomplish this by taking the time to learn your current workflows, procedures and setup in order to provide your new employee with the tools they’ll need to work efficiently within your Applied Epic system.

KiteTech Helps Independent Insurance Agency Migrate to Epic and Train Their Employees

An insurance agency in Maryland came to us for employee training because they were thinking about doing an Applied Systems Epic migration but didn’t want to disrupt the day-to-day activities of their staff who were long-time TAM users. Although they wanted the flexibility and automation that was possible with Epic, they knew they needed help retraining employees on this new system.

We came in to configure their system and spent several days working closely with staff on functionality and configurations. We helped them learn how to work from the policy screen’s service summary rows and showed them how using “Access” and “Search” features could help streamline their day-to-day tasks.

While on-site, we assisted with writing workflows and ensured that employees could test them with us present so we could offer guidance.

Soon, the agency’s team realized Applied Epic was absolutely the right choice for their business. We helped them pick up work that had been started in TAM and needed to be finished in Epic. The possibilities for control and automation will allow their business to grow and expand while still offering personalized care and attention to every customer.


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.