on-demand webinar
Presenters: Lauren Roberts and Jenny Honican
Recorded on April 30, 2025
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Imagine if a team member at your agency left tomorrow. Would someone else be able to seamlessly continue their work? Without consistent guidelines for daily tasks, each person develops their own methods, leading to confusion when others need to understand their processes. This is why proper workflows in Applied Epic are essential.
By watching this webinar you’ll gain a greater understanding of Applied Epic workflows as Lauren Roberts and Jenny Honican detail the critical role that workflows serve in your agency. You will also learn how to tailor your workflows to suit your agency’s unique business processes to boost productivity, drive efficiencies, protect against E&O exposures, and enhance client satisfaction.
Lauren Roberts
Chief Agency Consultant
Jenny Honican
Agency Consultant
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 business success year after year.
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We would love the opportunity to learn more about your business and how we can help.
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.
