How Auditing Can Drive Performance in Applied Epic

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Performing procedural and data auditing is a must for insurance agencies that value workflow efficiency and data accuracy. Auditing your staff’s adherence to workflows and procedures also provides valuable training opportunities and the ability to clearly identify areas for improvement.

Watch the Webinar to:​

  • ​Understand what information to audit and why
  • See examples of data audit questions
  • Learn what reports to use to audit your data
  • Analyze and evaluate the results of the audits
  • Learn additional ways to use data audits and reports
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Lauren Roberts
Director of Agency Consulting

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 move from Applied TAM to Epic and maintains a deep knowledge of both systems. As Director of Agency Consulting, Lauren manages the department and oversees consulting engagements. Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations. In addition to her work as a Consultant, she shares her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year.

Kellie Uhlhorn
Agency Consultant

Kellie has held various roles in the insurance industry for the last 6 years. She received her Property & Casualty Insurance license and ACSR (Accredited Customer Service Representative) designation while working in commercial lines, gaining knowledge in Applied Epic before joining the Kite Tech Consulting team. Her primary role at Kite Tech is helping our clients achieve and maintain agency efficiency and productivity through Data and Procedural auditing. She also assists with workflow development, commission entry and data testing as well as providing support to the Consulting Team where needed.

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.