Whether you’re in the process of migrating to Applied Epic or have been using it for years, our comprehensive Applied Epic Consulting Services are designed to propel your insurance agency to new heights of success. We work hand-in-hand with agencies across the country to maximize their investment in Applied Epic by implementing best practices and providing top-notch training.
Our team of seasoned Applied Epic experts can help your agency optimize your system, standardize workflows, create custom reports, and much more. Let us help you streamline your operations, enhance efficiency, and drive growth with our tailored solutions. Contact us today to schedule a consultation and take the first step towards unlocking the full potential of Applied Epic for your agency.
Our consultants check the effectiveness of your agency's Epic utilization and provide an action plan to address the most pressing issues.
We will work with you to properly configure your system and ensure easy access to the information you need.
Our consulting team can help your agency optimize your workflows and improve efficiency while maintaining data accuracy.
Through an audit, you align company goals, keep data clean, provide training opportunities, and establish benchmarks.
Updating and standardizing your workflows is an important part of running your agency efficiently and accurately.
Applied Epic has tremendous reporting functionality that your agency can leverage to improve its operational efficiency.
Applied Epic provides better tracking of client, carrier, and broker receivables while also providing reporting.
Our agency consulting team can provide onsite and remote employee training to meet your needs.
Updating and standardizing your workflows is an important part of running your agency efficiently and accurately.
Applied Epic has tremendous reporting functionality that your agency can leverage to improve its operational efficiency.
Applied Epic provides better tracking of client, carrier, and broker receivables while also providing reporting.
Our consultants understand the importance of branding and setting yourself apart from the competition.
Hear from Lauren Roberts, Director of Agency Consulting at Kite Technology about our passion for helping agencies across the county get the most from their Applied Epic investment.
Learn more about the types of Applied Epic consulting engagements we have available and how we can help your agency improve productivity by using your Epic system more effectively.
If you have any questions, please don’t hesitate to reach out to start the conversation. We look forward to learning more about your agency and how we can help you meet your business objectives.
Chief Agency Consultant
Director of Agency Consulting
Agency Consultant
Agency Consultant
Agency Consultant
Agency Consultant
Applied Epic Agency Bookkeeper
Associate Agency Consultant
Applied Epic Agency Bookkeeper
Applied Epic Agency Bookkeeper
Migrating to a new agency management system and implementing cost-saving workflows is rarely efficient at first. That’s what one of our insurance agency clients in Florida discovered when they came to us for assistance and advice in configuring and optimizing their new Epic database.
To minimize downtime and boost productivity, the agency’s staff needed to quickly learn the functionality of their system. We worked closely with them to develop workflows customized to the needs of their agency, so they could manage everything from existing customer relationships to new sales opportunities.
Once these workflows were created, we completed employee training on how to work within their system and ensured it was configured properly from day one. Every feature, from the system configuration to report automation, functioned to save their team time and boost operational efficiency.
As they began selling, their team knew they could continue to rely on us to offer personalized insurance consulting and technology expertise to their team.
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
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.
