Your Applied Epic management system is the backbone of your insurance agency and is integral to every area of your operations. However, we find that many agencies are still using Applied Epic with the original configuration settings they started with and as a result are not getting the full benefit of their investment. One of the most valuable benefits of using Applied Epic is that it comes with a myriad of options allowing agencies to customize the platform in a way that works best for their unique operational needs.
In this session, KiteTech’s Agency Consulting Team gave the audience the opportunity to lead the discussion and get their Applied Epic configuration questions answered. Watch it to learn how you can set up your system in a way that works best for your agency.
Audience: Operations, managers, and owners