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A virtual expert panel discussion and Q&A session

Date/Time: Wednesday, February 8 | 2 pm ET

Session Length: 75 minutes

Join us for this interactive Q&A session to learn how to leverage Applied Epic's configuration options to drive your agency's workflow efficiency

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.

During our next session, KiteTech’s Agency Consulting Team wants to give you the opportunity to lead the discussion and get your Applied Epic configuration questions answered, so you can set up your system in a way that works best for your agency. 

Submit your questions at registration or during the live session to get them answered by our team of Applied Epic experts.

Audience: Operations, managers, and owners


What Applied Epic configuration questions or challenges can we help you solve? Do you have questions about:

  • Agency defined categories, relationships, and sources
  • Activities and events
  • Attachment templates and folders
  • Email templates
  • Policy download and eDocs
  • Renewals manager
  • Policy statuses
  • Security groups
  • User options and field defaults
  • Custom forms
The event will begin by answering questions submitted at registration. We will then move to the Q&A session to address questions submitted during the live event.

Meet our Team of Consultants

lauren tripp

Lauren Roberts
Director of Agency Consulting

Kellie Uhlhorn

Kellie Halfpap
Agency Consultant

Jenny Honican

Jenny Honican
Agency Consultant

Laura Whaley

Laura Whaley
Agency Consultant


Buffy Johnson
Agency Consultant

About KiteTech

Join us for Applied Epic Configuration Best Practices

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.