Session Length: 1 hour
Presenters: Laura Whaley, Agency Consultant and
Lauren Roberts, Director of Agency Consulting
The webinar recording is now available on-demand.
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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
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
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.
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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.