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A virtual expert panel discussion and Q&A session

The webinar recording is now available. Complete the form to watch it on-demand.

Session Length: 75 minutes


Watch 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.

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

View Recording


Applied Epic Configuration Topics Discussed Include:

  • 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 got started with our experts answering the questions submitted at registration and was followed by a live Q&A.

Meet our Team of Consultants

lauren tripp

Lauren Roberts
Director of Agency Consulting

Kellie Halfpap from KiteTech

Kellie Halfpap
Agency Consultant

Jenny Honican

Jenny Honican
Agency Consultant

Laura Whaley

Laura Whaley
Agency Consultant

Buffy Johnson from KiteTech

Buffy Johnson
Agency Consultant

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.