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complimentary webinar

How to Set Up and Apply Producer and Broker Commission Agreements in Applied Epic

Presenters: Lauren Roberts and Kellie Halfpap

Date: Wednesday, August 13, 2025 @ 1:30 PM ET

Session Length: 75 minutes

Learn Best Practices and Tricks-of-the-Trade for Producer/Broker (Pr/Br) Commission Agreements in Applied Epic

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?  

On August 13th at 1:30 pm ET, Lauren Roberts and Kellie Halfpap will lead the webinar, How to Set Up and Apply Producer and Broker Commission Agreements in Applied Epic. Register to join this webinar to gain a deeper understanding of how to effectively manage and customize Pr/Br commission agreements. 

Sign up for this webinar to learn:

  • The limitations of Pr/Br agreement configurations
  • The different types of commission agreements and how to set them up 
  • The importance of having Pr/Br agreements entered 
  • Configuration options to ensure agreements populate correctly on policies 

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, we are extending this webinar to 75 minutes to ensure you have all the relevant information you need to make more strategic agency decisions. 

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. 

Register for this Upcoming Webinar!

Meet Your Presenters!

Lauren Roberts, Chief Agency Consultant

Lauren Roberts
Chief Agency Consultant

Kellie Halfpap from KiteTech

Kellie Halfpap
Agency Consultant

About Kite Technology Group

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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.