Take Your Agency Performance to a New Level

INSURANCE CONSULTING

Whether you are in the process of migrating to Applied Epic now or have been using it for years, our insurance consulting services are designed to take your insurance agency’s performance to a new level. We partner with agencies across the country to help them maximize their Applied Epic investment by implementing best practices and providing training. Our team of Applied Epic experts can help your agency optimize your system, standardize workflows, create custom reports and much more. 

CONSULTING SERVICES

epic-migratons

Poor migrations cause lost productivity as well as frustration for your employees and customers. Detailed planning is the key to a smooth transition and our team is here for you. Kite Technology’s experts lead you through the migration process, properly configuring your system from day one. To further reduce lost productivity and maximize your investment, we provide process training for your team.

kpi migrations

Surprises are an inevitable part of migrations to Applied Epic, but lengthy disruptions are avoidable. Work with our consulting team to mitigate the pain in the short run. Our goal is to configure Epic so it works the way you want it to after a migration and you can recognize the benefits of your investment much more quickly. As part of the optimization service, we’ll effectively address any issues, review and develop workflows and audit data.

auditing services

Audits can improve data accuracy, reveal compliance gaps, prevent errors and omissions and standardize workflows. They’re powerful, but most independent insurance agencies don’t have time to regularly conduct audits. Our customizable insurance audit service unlocks the benefits without adding to your team’s workload. Before running an audit, we learn about your agency’s values, processes and objectives. We’ll review results with you and discuss how to use the findings to reduce issues and become more efficient.

consulting-results

The crush of information agencies need to process when new management systems are adopted can quickly overwhelm even your best employees. Additional training prevents stressful situations and shows your team how to best harness the features of your agency management system. Follow-up training sessions refresh everyone’s skills and are a chance to discover better, more productive ways of working.

INSURANCE AGENCY CONSULTING TEAM

lauren tripp

LAUREN ROBERTS

Director of Agency Consulting

Lauren Roberts began her insurance career as a licensed agent, working in both benefits and commercial lines and gaining extensive knowledge of differing workflows. Her varied background prepared her for a successful transition to administration and accounting. She quickly became an expert in agency accounting and support functions. Lauren played an integral role in her agency’s migration from Applied TAM to Epic and she maintains a deep knowledge of both systems. As Director of Agency Consulting, she leads projects for Applied Epic optimization, provides employee training and workflow development, performs data and procedural audits and assists with Applied Epic migrations. Lauren also actively presents at national and regional Applied Client Network meetings.

aurora burg

AURORA BURG, CIC, CPCU

Executive Consultant

Aurora Burg has over 30 years experience in the insurance industry. Her background includes consulting, training, sales, marketing, management, underwriting and claims. Aurora has held various leadership positions within the Applied Client Network, where most recently she served on the board of directors. She is a licensed P&C agent and has earned CPCU (Chartered Property Casualty Underwriter) and CIC (Certified Insurance Consultant) designations. Aurora graduated from Lehigh University with a B.S. in Marketing. Areas of expertise include Epic migration and utilization, workflow efficiency, reports, marketing and quoting accounts, group benefits and sales automation. Aurora can often be found sharing her Applied Epic expertise at Applied Client Network Meetings across the country.

kelliw

KELLIE UHLHORN

Agency Consultant

Kellie has held various roles in the insurance industry for the last 6 years. She received her Property & Casualty Insurance license and ACSR (Accredited Customer Service Representative) designation while working in commercial lines, gaining knowledge in Applied Epic before joining the Kite Tech Consulting team. As an Agency Consultant, Kellie’s primary role is helping our clients achieve and maintain agency efficiency and productivity through Data and Procedural auditing. She also assists with workflow development, commission entry and data testing as well as providing support to other Consulting Team projects where needed.

HOW KITE TECHNOLOGY IMPLEMENTED COST-SAVING WORKFLOW DEVELOPMENT WITH
APPLIED EPIC
HOW KITE TECHNOLOGY IMPLEMENTED COST-SAVING
WORKFLOW DEVELOPMENT WITH APPLIED EPIC

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.

BOCA RATON, FLORIDA

DISCOVER HOW WE CAN HELP YOUR AGENCY THRIVE

 
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Supporting over 3600 users
Supporting over 3600 users
Serving organizations coast to coast
Serving organizations coast to coast
More than 28 years experience
More than 28 years' experience
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.