On-Demand Webinar
Duration: 60 minutes
Presenters: Lauren (Roberts) Tippett and Buffy Johnson
Recorded on July 2, 2026. Complete the form to watch the recording.
On-Demand 2-Part Webinar
Duration: 60 minutes
Presenters: Lauren (Roberts) Tippett and Buffy Johnson
Recorded on July 2, 2026. Complete the form to watch the recording.
Managing your agency’s accounting in Applied Epic requires regular data cleanup to maintain accurate financial information. But when regular cleanup seems impossible to fit into the day-to-day grind or seems overwhelming to even begin tackling, having solid cleanup strategies in place can make that process less daunting and more habitual.
Watch the second part in our comprehensive Accounting Cleanup series. During this session, Lauren (Roberts) Tippett and Buffy Johnson highlight key cleanup methods needed for tidying up your accounting. You’ll also learn how to keep information updated and reduce inconsistencies to improve the reliability of your reporting.
Key takeaways you’ll gain from watching this webinar:
Audience: Agency members processing accounting in Applied Epic
Level: Intermediate
Managing your agency’s accounting in Applied Epic requires regular data cleanup to maintain accurate financial information. But when regular cleanup seems impossible to fit into the day-to-day grind or seems overwhelming to even begin tackling, having solid cleanup strategies in place can make that process less daunting and more habitual.
Watch the second part in our comprehensive Accounting Cleanup series. During this session, Lauren (Roberts) Tippett and Buffy Johnson highlight key cleanup methods needed for tidying up your accounting. You’ll also learn how to keep information updated and reduce inconsistencies to improve the reliability of your reporting.
Key takeaways you’ll gain from watching this webinar:
Audience: Agency members processing accounting in Applied Epic
Level: Intermediate
Lauren (Roberts) Tippett
Chief Agency Consultant
Buffy Johnson
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.
Click the button below to catch up on that webinar. Here’s a quick look at what you’ll learn in Part 1:
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.
