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Optimize your Applied Epic system and maximize your agency's efficiency

A common theme that emerges in our engagements with insurance agencies using Applied Epic is that they are often not taking full advantage of everything Epic has to offer. We find that many agencies are using Epic the exact same way they did when they first migrated – without custom workflows, reports or configurations tailored to fit that agency’s needs. Applied Epic has a myriad of configuration options along with new features and functionality to help your agency work smarter, boost operational efficiency, and improve overall business performance. By taking the time to evaluate your current setup and identify areas that need to be optimized you can ensure that your agency is getting the most from its Epic investment.

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Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar will outline what’s involved in the optimization process and how you can get started.

Here is what we’ll cover in the webinar:

  • Getting started with Applied Epic Optimization – Evaluating your agency’s needs
  • Important areas to address in Configure
  • Best practices for creating and implementing standardized workflows
  • How to clean up your data for better reports

Session Level: Basic to Intermediate

Audience: Owners, Managers, Operations

Come prepared with your questions as we’ll be saving time at the end for Q&A. Be sure to register even if you can’t attend and we’ll send you the recording!

About KiteTech

lauren tripp

About Lauren Roberts

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.