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Supercharge your Employees' Performance
in Applied Epic with Targeted Auditing
and Refresher Training Sessions (TARTS)

Session Length: 1 hour

Presenters: Laura Whaley, Agency Consultant and

Lauren Roberts, Director of Agency Consulting

The webinar recording is now available on-demand. 

Complete the form to watch the recording.

Join us to learn how targeted auditing and refresher training sessions can empower your employees' productivity and proficiency in Applied Epic

To stay ahead in today’s fast-paced insurance industry, it’s essential to ensure that your team has the necessary skills and knowledge to consistently utilize Applied Epic effectively. This webinar is designed to equip you with practical insights on how to enhance your employees’ performance in Applied Epic by implementing targeted auditing and refresher training sessions. We’ll not only cover the “why’ and the “how” of conducting internal audits but also discuss how to utilize the data you collect to develop training programs that boost your employees’ proficiency in Applied Epic.

In this informative webinar with Laura Whaley and Lauren Roberts, you will learn valuable auditing strategies and best practices that will empower your team to harness the full potential of Applied Epic and achieve outstanding results. 

Audience: Operations, Manager, Team Leads

View Recording


Here's what we cover in this session:

  • The importance of conducting targeted auditing

  • The difference between targeted auditing and annual performance reviews

  • Targeted auditing best practices and key reports to use

  • Analyzing and using the results of your audits

  • Developing and implementing a valuable refresher training program

Meet our Agency Consulting Team

Laura Whaley

Laura Whaley
Agency Consultant

lauren tripp

Lauren Roberts
Director of Agency Consulting

About KiteTech

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.