Applied Epic Optimization

Kite Technology’s consulting team can help you optimize Applied Epic to improve operational efficiency and transform your agency.

We will work with you to identify and resolve the inevitable issues that arise after migration. Despite the best planning, a change of this magnitude invariably includes unexpected “surprises”.

While a move to Epic is a wise one in the long run, Kite Technology Group can help mitigate the pain in the short run by effectively addressing any surprises that crop up. The result is that you recognize the benefits of your investment much more quickly.

Our Applied Epic Optimization Engagement include

  • Data Auditing & Compliance to Agency Procedures
  • Workflow Review & Development
  • Workload Analysis
  • Advanced Reporting
  • Sales Automation Setup & Training
  • Employee Training

For additional information regarding Applied Epic Optimization, please complete the form or call us at 855-290-KITE.

How Kite Helped This Agency Streamline their Workflow with Applied Epic Optimization

With so many options for office productivity software, it can be difficult for insurance agencies to choose the right one. It’s very tempting to try them all. That’s what a client in Texas found when they got in touch with us recently. They were using ImageRight, QuickBooks and HubSpot, and they had all the Epic activities turned on. They felt their operational efficiency could be better and wanted to help employees streamline their workflow.

Since we work with various insurance agencies through our consulting services, we knew the agency’s staff could both streamline and simplify their processes. Through the optimization of their Applied Epic system, we identified current redundancies and formulated a plan to increase speed and efficiency agency-wide. To ensure we were offering a truly personalized result, we sat down with each account manager and watched them work. We identified problem spots and visible bottlenecks, as well as their most frequently used events and activities, putting all the others in the background. This cut down on repetitive work for front-end staff. We also worked with account managers on advanced reporting, so they could take advantage of the most useful Epic reports.

The result was a streamlined workflow that automated repetitive tasks and boosted operational efficiency. We’ve even been asked back to work with their accounting staff to implement Epic, moving everything into one easily accessible hub.


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.