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Session Length: 75 minutes
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.
Here is what we’ll cover in the webinar:
Session Level: Basic to Intermediate
Audience: Owners, Managers, Operations
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 success year after year.
Lauren Roberts began her insurance career as a licensed agent, working in both benefits and commercial lines and gaining extensive knowledge of differing workflows. Her varied background prepared her for a successful transition to administration and accounting. She quickly became an expert in agency accounting and support functions. Lauren played an integral role in her agency’s migration from Applied TAM to Epic and she maintains a deep knowledge of both systems. As Director of Agency Consulting, she leads projects for Applied Epic Optimization, provides Employee Training, Workflow Development, performs data and procedural audits and assists with Applied Epic migrations. Lauren also actively presents at national and regional Applied Client Network meetings.
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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.
