Implementing Applied Epic's Renewals Manager
in your Agency

Presented by Lauren Roberts, Director of Agency Consulting

The webinar recording is now available.
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Manage and process your renewals more efficiently with Renewals Manager

Many insurance agencies have yet to take advantage of a powerful tool that’s part of their Applied Epic system – Renewals Manager. Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Renewals Manager, like most other areas in Epic, can be configured and customized to meet your agency’s unique needs. The renewal management dashboard gives you complete visibility into policies that are coming up for renewal and their status – helping your team prioritize the renewals they need to focus on.


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Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers how your agency can benefit from using Renewals Manager. We share valuable configuration and implementation tips so you can get started right away using Renewals Manager to better manage renewals in your agency.

Watch the webinar to learn:

  • Key benefits of using Renewals Manager
  • Best practices for configuring Renewals Manager for your Agency
  • How management and staff can use Renewals Manager in lieu of expiration reports

Session Level: Basic

Audience: Owners, Managers, Operations, Account Managers

About KiteTech

lauren tripp

About Lauren Roberts

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.