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Applied Epic Consulting Resources

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

your Applied Epic journey

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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!

Free eBook: Applied Epic Reports to Drive Your Agency's Performance

Applied Epic comes with numerous reports that can provide your agency with valuable insights and information to help you make informed decisions, improve operations, and increase profitability.

This ebook is a compilation of our Applied Epic reports blog series. We hope that this will serve as a valuable reference to help you better understand the different Epic reports and how they can be beneficial to your agency.

Reports discussed include:

  • Account Reports
  • Activity Reports
  • General Ledger Reports
  • Interface Reports
  • Management Reports
  • Opportunities Reports
  • Policy Reports
  • Transaction Reports

Download eBook

 

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. 

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Cleaning up your Home Screen Activities in Applied Epic

Configuring ICO and PPE in Applied Epic

Considerations for Performing a Fresh Start in Applied Epic

Save Time with the Reassignment Utility in Applied Epic

Using Applied Epic Reports to Automate Marketing Activity

Targeted Auditing & Refresher Training Sessions for Epic Users

How to Better Utilize Security Groups in Applied Epic

Getting Started with Applied Epic in the Browser

Highlights from the Applied Epic 2022 Update

Using the Outlook Add-In for Applied Epic

Applied Epic Reports for Auditing Your Data

How Policy Fields in Applied Epic Affect Transactions

Recommendations for your Applied Epic Conversion

Applied Epic 2021 Highlights

The Importance of Auditing in Your Agency

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On-Demand Applied Epic 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.

boosting efficiency in AMS360

Boosting Your Efficiency in AMS360 – Strategies for Working Smarter & Faster

Whether you’ve been using AMS360 for years or your agency just recently migrated, there is always room to improve and grow your skills. In our next webinar we’ll provide valuable strategies to help you maximize your productivity in AMS360. From automating routine tasks to improving data entry and leveraging the latest features, we’ll be sharing expert advice for how you can get more done in less time.

WED, APRIL 19 | 2 PM ET

Watch Now »

Agency Bill Transactions in Applied Epic

This session is a continuation of our previous webinar: A Front-End User’s Guide to Transactions in Applied Epic. In this presentation we’ll provide a more in-depth look at the different types of transactions that you can make at the policy level and we’ll provide additional information related to entering Agency bill transactions from the policy screen.

This webinar will be beneficial for servicing staff or anyone new to Applied Epic accounting. The session can also serve as a resource for management and training staff.

Recorded on December 15, 2022

Watch Now »
Working Smarter in Epic

Working Smarter and Faster in Applied Epic

Whether you just started working in Applied Epic or you’ve been using it for a while now, there is always room to improve how efficiently you use the system. Over the years, our Agency Consulting team has acquired lots of valuable Applied Epic tips and tricks that can help you work smarter and get more work done in less time.

Hosted by Kellie Halfpap and Jenny Honican, Agency Consultants at KiteTech, this webinar will be great for anyone that would like to learn how to improve their efficiency in Applied Epic.

Recorded on October 19, 2022

Watch Now »
Transactions in Applied Epic

A Front-End User’s Guide to Transactions in Applied Epic

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covered the basics of Applied Epic’s accounting functionality to help your users be more efficient. You’ll also learn how transactions in Applied Epic affect accounting to make reporting easier and more valuable. Lauren reviews important fields that need to be entered correctly and how to read the Transaction screen to efficiently find answers to your accounting questions.

Recorded on September 22, 2022

Watch Now »
applied epic renewals manager

Implementing Applied Epic’s Renewals Manager in Your Agency

Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers how your agency can benefit from using Renewals Manager and how you can get started using it to better manage renewals in your agency.

Recorded on February 16, 2022.

Watch Now »
sales pipeline management chart

Managing your Sales Pipeline in Applied Epic

In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. Hosted by KiteTech Executive Consultant Aurora Burg, CIC, CPCU, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.

Recorded on July 20, 2021

Watch Now »
hands holding tablet with graphs

Advanced Reporting in Applied Epic

Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency’s processes, workflow adherence, and data integrity.
​During this session, we go beyond the basics and share how you can use Applied Epic’s advanced reporting capabilities to audit your agency’s processes and maximize your operational efficiency.

Recorded on March 2, 2021

Watch Now »

FOUNDATIONS OF REPORTING IN APPLIED EPIC

Check out our latest webinar and learn how to take advantage of Applied Epic’s robust reporting functionality to build better reports for your agency. We cover how to create high-level reports containing useful and actionable data that will drive your agency’s process improvement and workflow development. What you learn will save you valuable time!

Recorded on September 10, 2020

Watch Now »
Load More

Agency Bill Transactions in Applied Epic

Get a more in-depth look at the different types of transactions that you can make at the policy level and learn more about entering Agency bill transactions from the policy screen.
Watch Now

Working Smarter and Faster in Applied Epic

Whether you just started working in Applied Epic or you’ve been using it for years, there is always room to improve your efficiency. Learn some of our team's favorite tips for saving time.
Watch Now

A Front-End User's Guide to Transactions in Applied Epic

Learn the basics of Applied Epic’s accounting functionality to become more efficient. You’ll also learn how transactions in Epic affect accounting to make reporting easier and more valuable.
Watch Now

Implementing Applied Epic's Renewals Manager

Learn how to get started managing and processing your agency's renewals process more efficiently with Applied Epic's Renewals Manager.
Watch Now

Optimizing Your Applied Epic System

Optimizing Epic is vital for driving efficiency and ensures that you are getting the most from your investment. Learn how to get started with Epic optimization now.
Watch Now

Managing your Sales Pipeline in Applied Epic

Learn how to take advantage of Epic's sales automation capabilities to better manage your sales pipeline and capitalize on new and existing business opportunities.
Watch Now

Advanced Reporting in
Applied Epic

In this webinar, we go beyond
the basics to teach Applied Epic's more advanced reporting functionality to help you build more detailed reports.
Watch Now

Foundations of Reporting in Applied Epic

Take advantage of Applied Epic’s robust reporting functionality to build better reports for your agency. What you learn will save you valuable time!
Watch Now

How Auditing Can Drive Performance in Applied Epic

Watch to learn how performing procedural and data auditing in Applied Epic can improve your insurance agency’s workflow efficiency and data accuracy.​
Watch Now

Planning Your Agency's Microsoft 365 Strategy

Take advantage of Applied Epic’s robust reporting functionality to build better reports for your agency. What you learn will save you valuable time!
Watch Now

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! 

 

Applied Epic Conversion Infographic

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.

Download Now
Sample Workflow Diagram

Sample Workflow Diagram: Cancel Insured Request

This flowchart is an example of what the entire workflow looks like from start to finish when a client requests that their policy be canceled. For experienced Epic users, this can serve as a reminder if they have not done the workflow in a while. But for the newcomer, it makes the Epic steps easier to understand because now you have the why behind all the different clicks on the policy screen

Download Now

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!

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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

 

Download Sample Worfklow

Sample Workflow Diagram

Sample Workflow: Cancel Insured Request

 
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. 

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