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Complimentary webinar:
Presenters: Lauren Roberts and Jenny Honican
Date: Thursday, October 17 | 2:00 pm ET
Did you know that it takes more resources to attract new clients than it does to retain your existing client base? That’s why it is vital to keep a pulse on your agency’s retention rate. And with Applied Epic’s Retention Report, you have just the tool you need to measure how well your agency is maintaining your client base!
Learn how to harness the full power of the Retention Report by joining us on Thursday, October 17th at 2:00pm ET for our complimentary webinar, Applied Epic Retention Report: Transforming Data into Action. Lauren Roberts and Jenny Honican will conduct an expert-guided tour of this report and key items to keep in mind when running it. Attending this webinar will give you insights into how to:
Lauren Roberts
Director of Agency Consulting
Jenny Honican
Agency Consultant
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.
Mistakes, oversights, or a simple desire to start over – we all have our reasons to yearn for an accounting clean slate, especially in a platform as robust as Applied Epic. If you’ve ever felt a need to take a Mulligan on your accounting setup, you’re not alone. In the dynamic world of finance and accounting, precision is paramount. Applied Epic offers a powerhouse of accounting features, but without the right foundation, it can lead to more confusion than clarity. This webinar is your opportunity to learn how to correct past oversights and lay the groundwork for future success.
Watch the webinar to learn:
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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.
