UPCOMING Webinar
Presenters: Lauren Roberts and Laura Whaley
Wednesday, December 10th | 2 pm ET
Session Length: 90 minutes
Is your insurance agency still relying on reports or manual processes for renewals? Let’s introduce you to the powerful tool that still remains underused across the industry: Applied Epic’s Renewals Manager. This tool allows your agency to process renewals more efficiently by providing you a centralized space for viewing, monitoring, and managing the entire renewal process, from start to finish.
Join us on December 10th at 2 pm ET for our 90-minute webinar, From Setup to Success: Navigating Applied Epic’s Renewals Manager with Confidence. During this session, Lauren Roberts and Laura Whaley will walk you through how to configure and use Renewals Manager confidently. You’ll gain practical insights into how to use this powerful tool every day, plus hear expert tips for customizing events, settings, and stages to suit your agency’s unique processes.
Fill out the form on this page to sign up for this webinar today! Not available on December 10th to attend live? Sign up anyway to receive a copy of the recording after the live session!
Session Level: Basic
Main Audience: Agency Owners, Managers, Operations, Account Managers.
Lauren Roberts
Chief Agency Consultant
Laura Whaley
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.
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.
