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On-demand webinar

How to Set Up and Apply Company Commission Agreements in Applied Epic

Presenters: Lauren Roberts and Laura Whaley

Recorded on June 22, 2025

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Better Understand the Intricacies of Company Commission Agreements

Setting up company commission agreements can seem like a complex process, particularly for smaller or mid-sized agencies. But in our upcoming webinar, our experts are here to show you how configuring your company commission agreements doesn’t need to be as complicated as you may think. 

During this session, Lauren Roberts and Laura Whaley walk you through the intricacies of company commission agreements, best practices for configuring those agreements, and how they can impact your agency’s efficiency and data quality. 

While this session focuses mostly on direct bill commission on a cash basis, we will also cover direct bill commission on an accrual basis

Watch this webinar to explore:

  • The importance of configuring company commission agreements
  • What types of commission agreements you can create
  • How to configure these agreements based on your accounting methods and workflows
  • How company commission agreements affect your reporting
  • How to increase user efficiencies and improve your data 

Audience: Operations, Accounting, Management, Ownership/Principals. 

Access the Recording

Meet Your Presenters!

Lauren Roberts, Chief Agency Consultant

Lauren Roberts
Chief Agency Consultant

Laura Whaley, KiteTech Agency Consultant

Laura Whaley
Agency Consultant

About Kite Technology Group

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.