On-Demand webinar
Presenters: Lauren Roberts and Kellie Halfpap
Recorded on August 13, 2025
Webinar recording will be available shortly.
Please check back in a few days!
Balancing efficient defaults in Applied Epic with your agency’s unique producer/broker commission agreements can be a challenge. Since Epic operates within certain limitations, how can agencies effectively manage and customize their Pr/Br commission agreements?
In this session, Lauren Roberts and Kellie Halfpap will help you gain a deeper understanding of how to effectively manage and customize Pr/Br commission agreements.
Lauren and Kellie know the importance and impact of these Pr/Br commission agreements to your agency. Because of the sheer volume of information in this topic, please note this is a 75-minute session to ensure you have all the relevant information you need to make more strategic agency decisions.
Audience: Operations, Accounting, Management, Ownership/Principals.
Lauren Roberts
Chief Agency Consultant
Kellie Halfpap
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.
