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. Additionally, they can help you identify areas that need attention and when additional staff training may be necessary. Our Applied Epic Consulting team often finds that many agencies under-utilize Epic’s reporting capabilities and miss out on valuable data that could help them make significant business improvements.
During this session, Lauren Tripp, Director of Agency Consulting at Kite Technology is going to 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.
As Director of KiteTech’s Applied Epic Consulting team, Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations. Lauren is passionate about helping independent insurance agencies improve the way they utilize Applied Epic so they can operate more efficiently. In addition, Lauren enjoys sharing her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year.