This webinar recording is now available.
Complete the form to watch it on-demand!
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.