complimentary webinar
Presenters: Lauren Roberts and Laura Whaley
Date: Tuesday, July 22, 2025 @ 2 PM ET
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.
Join our upcoming webinar, How to Set Up and Apply Company Commission Agreements in Applied Epic, happening on Tuesday, July 22nd at 2 pm ET. Lauren Roberts and Laura Whaley will 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 will focus mostly on direct bill commission on a cash basis, we will also cover direct bill commission on an accrual basis.
Complete the short form on this page to attend this webinar live or to receive a copy of the recording afterwards!
Audience: Operations, Accounting, Management, Ownership/Principals.
Lauren Roberts
Chief Agency Consultant
Laura Whaley
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.
