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Are you struggling to create the custom reports in Applied Epic that your insurance agency needs? With so many options, it’s often hard to know where to start.​

Join Lauren Tripp, Senior Agency Consultant at Kite Technology for an informative webinar focusing on how to take advantage of Applied Epic’s robust reporting functionality. Lauren will cover how to create high-level reports containing useful and actionable data that will drive your agency’s process improvement and workflow development. What you learn will save you valuable time and help you build the right reports for your specific objectives.​

During the presentation, you’ll learn:

  • What reports to use for different scenarios in Applied Epic​
  • How to use and add criteria​
  • Tips and tricks for report layout​
  • How to schedule and manage report delivery​
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Meet the Presenter

lauren tripp
Lauren Tripp
Senior Agency Consultant
As Senior Agency Consultant at Kite Technology, Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations. In addition, Lauren shares her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year.
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.