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Session Length: 90 minutes
Presenters: Lauren Roberts, Buffy Johnson, Kellie Halfpap
The webinar recording is now available.Complete the form to watch it on-demand.
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.
Session Level: Basic
Audience: This session is beneficial for servicing staff or anyone new to Applied Epic accounting. The session can also serve as a resource for management and training staff.
Here’s what we’ll cover during the webinar:
With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT and Insurance Consulting Services to insurance agencies across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future and experience greater success year after year.30
Lauren Roberts began her insurance career as a licensed agent, working in both benefits and commercial lines and gaining extensive knowledge of differing workflows. Her varied background prepared her for a successful transition to administration and accounting. She quickly became an expert in agency accounting and support functions. Lauren played an integral role in her agency’s migration from Applied TAM to Epic and she maintains a deep knowledge of both systems. As Director of Agency Consulting, she leads projects for Applied Epic Optimization, provides Employee Training, Workflow Development, performs data and procedural audits and assists with Applied Epic migrations. Lauren also actively presents at national and regional Applied Client Network meetings.
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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.
