Implementation of a new agency management system is stressful. The amount of information and crash training can overwhelm even your best employees. Given this, many agencies find that providing additional training after 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.
Kite Technology's consulting team can provide onsite and remote employee training that will complement and reinforce the training provided during implementation.
Training sessions can focus on a combination of topics including but not limited to:
Efficiently Managing Policies
How to use the Service Summary Rows
Quicker Activity and Attachment Filtering using the Access Icon and Search Functions
For additional information about the types of training we can provide your agency, please complete the form or call us at 855-290-KITE.
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.
HUNT VALLEY, MARYLAND