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Recorded on March 7, 2024
The first session focused on Applied Epic Reporting basics as well as Account, Activity, Applications, Claim, and Management Reports.
Recorded on April 24, 2024
This second session focused on Opportunities, Policy, Interface, and Client Contracts Reports.
FOCUSED ON:
Transactions
General Ledger
All Other Accounting Reports
Check out our complimentary webinar series, Mastering Applied Epic Reports, where we will delve into all the essential reports within the Applied Epic system. Whether you’re a seasoned user looking to optimize your reporting capabilities or new to Applied Epic and eager to unlock its reporting features, this webinar series is designed for you. Our expert presenters will guide you through each report type, demonstrating how to generate, interpret, and utilize the insights derived from these reports effectively.
Join the Kite Technology Agency Consulting Team for one or all of the sessions that interest you. What we share will provide you with the foundational knowledge and skills to harness the full potential of your data in Applied Epic.
Come prepared with your questions as we’ll be saving time at the end for Q&A. If you would like to attend but can’t at this time, register anyway, and we’ll send you the recording.
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 success year after year.
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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.
