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Managing your Sales Pipeline in Applied Epic

This webinar recording is now available.

Complete the form to watch it on-demand!

Take advantage of the sales automation (Opportunities) functionality built into your Applied Epic system and grow your business

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: 

  • Standardizing your sales process
  • Configuration considerations when setting up your system
  • Using the dashboard and sales reports to review performance
  • Demo on key components of sales automation in Applied Epic
Come prepared with your questions as we’ll be saving time at the end for a Q&A. Be sure to register even if you can’t attend and we’ll send you the recording!

View Recording


About KiteTech

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

About Aurora Burg, CIC, CPCU

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.