The Applied Net virtual conference is coming up soon and the Kite Technology team is excited to see you all there! Registration for your agency is FREE and includes access to all education sessions (live and on-demand), the trade show and networking events. Register today at www.appliednet.com/registration
Check out all available sessions at www.appliednet.com/agenda
Tuesday, 8/24
2:45 PM
Presenters: Aurora Burg, Executive Consultant, Kite Technology Group; Emily Elliott, Acrisure DBA The Campbell Group; Beth Jerauld – Alliant Insurance Services Inc
Session Type: Expert Panel
Description: In this panel, your peers will share which reports they run in Applied Epic, how often they run the reports, how the reports are delivered and what the reports are used for.
Wednesday, 8/25
12:15 PM
Presenters: Jeff Kite, President, Kite Technology Group; Jim Knecht, Applied Systems; Jason Gobbel, Kite Technology Group; Ryan Smith, Rigid Bits Cybersecurity
Session Type: Expert Panel
Description: In this session, panelists will discuss emerging tech trends in the insurance industry with a focus on security. This is a lively and highly interactive session so bring your questions or suggestions for all to learn from.
ON-DEMAND
Presenter: Adam Atwell, Cloud Solutions Architect, Kite Technology Group
Session Type: Lecture
Description: You’ve moved your email to Microsoft® Office 365 but are you taking advantage of all the features available to you? Join this highly interactive session to learn about all the things you can take advantage of within your Microsoft Office 365 subscription.
ON-DEMAND
Presenter: Lauren Tripp, Director of Agency Consulting, Kite Technology Group
Session Type: Course
Description: Learn the “why” and “how” of conducting internal audits and reporting on your data and servicing workflows. You’ll discuss the different types of audits, workflow/procedure compliance, data integrity, E&O prevention, workflow monitoring, backlog review and more.
ON-DEMAND
Presenter: Lauren Tripp, Director of Agency Consulting, Kite Technology
Session Type: Course
Description: Learn the basic functions of the Reports and Marketing areas in Applied Epic. During this session, you’ll hear about the different types of reports that are available as well as how to modify criteria and layout to meet your reporting needs. The presenter will share tips and tools that make creating and running reports easier in Applied Epic.
ON-DEMAND
Presenter: Lauren Tripp, Director of Agency Consulting, Kite Technology Group
Session Type: Lecture
Description: You can impact accounting in Applied Epic even if you’re not in that department. During this session, you’ll review important fields that need to be entered correctly for accounting and reports. You’ll also learn how to enter transactions properly and how to read the Transaction screen to efficiently find answers to your accounting questions such as, client payments or insurer payments.
ON-DEMAND
Presenter: Lauren Tripp, Director of Agency Consulting, Kite Technology Group
Session Type: Course
Description: Whether you just started working in Applied Epic or you’ve been in it for a while, there are lots of tips and tricks to learn that could help you be more efficient. During this session, learn how to customize Applied Epic to see the info you need with columns and field defaults. You’ll also find out how to locate information faster using the Access button and your Search bar. By the end of the session, you’ll know how to keep attachments clean with naming conventions and stay on task with Activities.
Historically, our team’s schedules fill up quickly following the Applied Net conference. Beat the crowds and schedule your complimentary consultation now. We provide Managed IT Services, Applied Epic Consulting as well as Microsoft 365 Consulting. For more than 28 years, KiteTech has been serving agencies like yours across the country leverage technology to achieve greater business success. We are eager for the opportunity to serve your agency as well!
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10989 Red Run Blvd, Suite 208
Owings Mills, MD 21117
855-290-5483 | engage@kitetechgroup.com
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.
