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

Presenter: Lauren Roberts, Director of Agency Consulting

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Learn the basics of Applied Epic Transactions

Applied Epic’s accounting solution is similar to that of other outside accounting software programs but built for the unique needs of insurance agencies. For example, it can help your agency with better tracking of client, carrier and, broker receivables and also gives you access to improved reporting functionality for paying commissions. 

But, did you know that you can impact accounting in Applied Epic even if you’re not in that department? That’s why it’s so important to ensure that all your users have the core knowledge needed to perform basic accounting tasks and procedures in Epic correctly.

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Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers 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 will review important fields that need to be entered correctly and how to read the Transaction screen to efficiently find answers to your accounting questions.

Here’s what we’ll cover:

  • How transactions impact accounting and reports
  • The relationship between policy and transactions
  • How transactions affect premium fields
  • Understanding the Transaction screen and details
  • Basic transaction workflows
  • How to fix errors on policy screens

Session Level: Basic

Audience: Servicing Staff, Management, Accounting

About KiteTech

lauren tripp

About Lauren Roberts

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.