Drive Operational Excellence
with an Applied Epic Optimization

The webinar recording is now available.

Complete the form to watch it on-demand.

Session Length: 75 minutes


Optimize your Applied Epic system and transform how your agency operates

Whether your agency has been using Applied Epic for years or migrated just a few months ago, one thing is for sure – there are immense benefits to evaluating how you’re using the system today and identifying areas that you can utilize more effectively. So many insurance agencies are still using Epic straight out of the box – without custom configuration, workflows, or reports tailored to fit their unique needs and processes.

Applied Epic has a myriad of configuration options and consistently releases new features and functionality to help your agency work smarter and boost operational efficiency. Are you taking advantage of everything Applied Epic has to offer?

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar will cover the benefits of optimizing your Applied Epic system and outline what’s involved in the optimization process. Join us to learn how you can start getting the full value of your investment.

View Recording


Here is what we’ll cover in the webinar:

  • Benefits of an Applied Epic Optimization
  • Evaluating your agency’s needs
  • Important areas to address in Configure
  • Creating and implementing standardized workflows
  • Cleaning up your data for more valuable reports

Session Level: Basic to Intermediate

Audience: Owners, Managers, Operations

Come prepared with your questions as we’ll be saving time at the end for Q&A. Be sure to register even if you can’t attend and we’ll send you the recording!


About KiteTech

lauren tripp

About Lauren Roberts

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.