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In today’s competitive industry, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. If your agency is using Applied Epic, you’re in luck because it comes with a built-in CRM and sales automation functionality within the Opportunities tab. Unfortunately, we find many agencies just aren’t taking advantage of this valuable feature and therefore missing out on the time-saving and revenue-producing benefits it has to offer.
Hosted by KiteTech Executive Consultant Aurora Burg, CIC, CPCU, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.
Key webinar takeaways include:
With more than 28 years’ experience, Kite Technology has earned a reputation for providing high-quality managed IT and insurance consulting services to organizations, across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future and experience greater success year after year.
Aurora Burg has over 30 years experience in the insurance industry. Her background includes consulting, training, sales, marketing, management, underwriting and claims. Aurora has held various leadership positions within the Applied Client Network, and she has served on the board of directors. She was a licensed P&C agent and has earned CPCU (Chartered Property Casualty Underwriter) and CIC (Certified Insurance Consultant) designations. Aurora graduated from Lehigh University with a B.S. in Marketing. Areas of expertise include Epic migration and utilization, workflow efficiency, reports, marketing and quoting accounts, agency operations and sales automation. Aurora can often be found sharing her Applied Epic expertise at Applied Client Network Meetings across the country.
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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.
