Complimentary 2-Part Webinar
Presenters: Lauren (Roberts) Tippett and Jenny Honican
Recorded on 1/21/26 and 2/25/26.
Complete the form to watch the recordings.
UPCOMING 2-Part Webinar
Presenters: Lauren (Roberts) Tippett and Jenny Honican
Part 1: Presented on 1/21/26. Access recording below
Part 2: Wednesday, February 25 | 2 pm ET
The Book of Business report is one of the most powerful tools in Applied Epic because it shows exactly what your agency has on the books and how your business is performing. Yet many agencies struggle to produce a clean and reliable report due to missing data, incorrect workflows, unclear policy setups, or financial fields that do not reflect their true book. Without a dependable Book of Business report, it becomes difficult to understand premium and revenue totals, new and lost business, retention, and carrier volume.
This two-part webinar series led by Lauren (Roberts) Tippett and Jenny Honican will help you finally make sense of your Book of Business data. You’ll learn how to identify the issues that lead to inaccurate results and learn how to use the report to improve visibility into your operations. You will also see how the report supports better decisions across servicing, accounting, and operations, and how stronger Book of Business data can improve overall agency performance.
Level: Basic to Intermediate
Audience: All
The Book of Business report is one of the most powerful tools in Applied Epic because it shows exactly what your agency has on the books and how your business is performing. Yet many agencies struggle to produce a clean and reliable report due to missing data, incorrect workflows, unclear policy setups, or financial fields that do not reflect their true book. Without a dependable Book of Business report, it becomes difficult to understand premium and revenue totals, new and lost business, retention, and carrier volume.
This two-part webinar series led by Lauren (Roberts) Tippett and Jenny Honican will help you finally make sense of your Book of Business data. You’ll learn how to identify the issues that lead to inaccurate results and learn how to use the report to improve visibility into your operations. You will also see how the report supports better decisions across servicing, accounting, and operations, and how stronger Book of Business data can improve overall agency performance.
Session Duration: 60 min
Level: Basic to Intermediate
Audience: All
Fill out the form on this page to sign up for Part 2 today! Not available to attend that day? Sign up anyway to receive a copy of the recording after the live session!
Note: Once you register, you will receive 2 separate Zoom confirmation emails – one for each session. Be sure to add both sessions to your calendars!
Recorded on January 21, 2026
Recorded on February 25, 20265
Lauren (Roberts) Tippett
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.
Let's talk!
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.
