Kite technology logo

complimentary webinar:
sales automation and
Opportunities in applied epic

Presenters: Jenny Honican and Lauren Roberts

The webinar recording is now available on-demand.
Complete the form to watch the recording.


In today’s competitive industry, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. While there are several CRM integrations available, Applied Epic comes with one built in under the Opportunities tab. If you’re not taking advantage of this valuable feature, you’re missing out on the time-saving and revenue-producing benefits it has to offer.

Hosted by KiteTech Agency Consultant Jenny Honican and Director of Agency Consulting Lauren Roberts, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation. What you learn will help you better manage your sales pipeline and capitalize on new and existing business opportunities.

Join us for the webinar to learn: 

  • Key components of sales automation in Applied Epic
  • Considerations for customizing sales stages and configuration 
  • Using the dashboard and sales reports to manage your pipeline
Be sure to come prepared with your questions as we’ll be saving time at the end for a Q&A. If you’d like to attend but can’t at this time, register anyway and we’ll send you the recording!

View Recording


Meet your Presenters!

Jenny Honican

Jenny Honican
Agency Consultant

lauren tripp

Lauren Roberts
Director of Agency Consulting

About KiteTech

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.