Applied Epic Consulting Resources

Our library of videos, handouts, and other content to help you along

your Applied Epic journey

Helping you get the most from Applied Epic

Applied Epic has enormous value and functionality to offer you and your insurance agency! When utilized to its fullest potential, Applied Epic will maximize your agency’s operational efficiency and transform the way you operate. The Applied Epic Consulting team here at KiteTech, believes in empowering Applied Epic users to take advantage of everything Epic has to offer. So, we’ll consistently add new resources to this page to help you along the journey of becoming an Applied Epic power user! Be sure to stop by often to check it out!

On-Demand Webinars

Missed one of our Applied Epic Consulting webinars? No worries! View the recordings at your convenience to catch up on the latest information and tips. Webinars are listed from most recent to oldest. Additionally, all our webinars and other videos can also be found on KiteTech’s YouTube Channel.

Consulting Corner Webisodes

Our Consulting Corner videos are meant to provide you with a lot of value in a short amount of time. Usually lasting no more than 10 minutes, we’ll share Applied Epic news, tips, and best practices to help you improve your Applied Epic utilization and boost your productivity. 

Applied Epic Downloads

We know just how much insurance agents love a good handout so, this section is for you! Our Applied Epic Consulting team is committed to sharing valuable handouts that you can download and share with other members of your team. Looking for something specific? Be sure to reach out to us and let us know what handouts you would like us to share! 

Preparing for your Applied Epic Conversion

We know that migrating to a new agency management system can feel daunting and that a poorly executed migration could cost you and your agency time and money.

To learn more about preparing for your Applied Epic conversion be sure to download our infographic. It includes recommendations for data cleanup and our top tips for a successful conversion.

Applied Epic Consulting Blog

If reading is more your style, be sure to check out our library of articles written by our team of Applied Epic experts!

CONTACT US TODAY FOR A COMPLIMENTARY CONSULTATION

 

Discover how we can help your agency thrive!

Our Agency Consulting team is passionate about helping insurance agencies get the most from their Applied Epic investment! If your agency could benefit from additional training or support to fully utilize your Applied Epic system, take advantage of our complimentary consultation to find out more about how we can help!

Examples of Consulting Engagements we offer:

We look forward to learning more about your agency and are eager for the opportunity to help you use Applied Epic to it’s fullest potential!

Download Infographic

Applied Epic Conversion Infographic

If you’re planning an Applied Epic conversion in the near future or in the middle of one now, check out our tips and best practices to help your conversion go smoother.

Preparing for your
Applied Epic Conversion

 
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.