Take Your Utilization to a New Level with our
Whether you’re transitioning to Applied Epic or have been using it for years, Kite Technology’s experienced consultants can help you make the most of your system. We combine deep Applied Epic expertise with real-world insurance agency experience to provide practical solutions tailored to your agency’s needs.
From optimizing workflows and improving reporting to managing accounting processes and providing ongoing administration and bookkeeping support, our team helps agencies simplify operations, improve efficiency, and get more value from Applied Epic.
Expert Guidance for Your Agency
From one-time projects to ongoing support, our Applied Epic consulting services are designed to address your agency’s unique needs, improve day-to-day operations, and help your team work more efficiently.
Evaluate your Applied Epic system's configuration, servicing workflows, and accounting processes to identify opportunities for improvement and help your agency operate more efficiently.
We'll help you make a smooth transition to Applied Epic, ensuring your system is properly configured, your data is accurately migrated, and your team has what they need for success.
Improve your Applied Epic configuration, streamline workflows, and strengthen data quality to help your team work more efficiently and maintain consistency across your agency.
Extend your team with ongoing Applied Epic administration support to manage routine tasks, maintain system configuration, and address day-to-day administrative needs.
Take the burden of day-to-day bookkeeping off your team with experienced support focused on accurate records, timely reconciliations, and reliable financial processes.
Turn your Applied Epic data into meaningful insights with customized dashboards that improve visibility, highlight important trends, and help your team make more informed decisions.
Improve financial accuracy and streamline accounting processes in Applied Epic with expert support for assessments, cleanup, configuration, and Fresh Starts.
Streamline and standardize your Applied Epic workflows to improve efficiency, reduce errors, and help your team maintain consistent processes across your agency's daily operations.
Evaluate your Applied Epic system to improve data quality, identify training opportunities, align processes with agency goals, and establish benchmarks for success.
Create customized Applied Epic reports that provide meaningful insights, improve visibility into agency operations, and help your team make more informed business decisions.
Build your team's confidence and efficiency with practical Applied Epic training tailored to your agency's workflows, processes, and individual user needs to support greater productivity.
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.
Whether you need help with a specific challenge or ongoing support, our experienced consultants are here to help. Let’s talk about your agency’s needs and how we can help you achieve your goals.
Passionate, Driven, and Committed to Your Success
Lauren (Roberts) Tippett
Chief Agency Consultant
Monica Trevino
Director of Agency Consulting
Kellie Halfpap
Agency Consultant
Jenny Honican
Agency Consultant | AVA Team Lead
Buffy Johnson
Agency Consultant
Katie Neiderer
Agency Consultant
Brooke Perrone
Agency Bookkeeper - Applied Epic Team Lead
Kerstyn Dickerson
Applied Epic Agency Bookkeeper
Case Study
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.
