Presenters: Kellie Halfpap and Jenny Honican
Recorded on October 19, 2022.
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Whether you just started working in Applied Epic or you’ve been using it for a while now, there is always room to improve how efficiently you use the system. Here at Kite Technology, our Agency Consulting team has a lot of experience helping users like you get the most from Applied Epic and streamline their workflows. Over the years, we’ve acquired lots of valuable tips and tricks that can help you work smarter and get more work done in less time.
Hosted by Kellie Halfpap and Jenny Honican, Agency Consultants at KiteTech, this webinar will be great for anyone that would like to learn how to improve their efficiency in Applied Epic.
Session Level: Basic
Audience: All Epic users and Epic admins
Customize columns, field defaults, and user options
Save clicks with shortcuts
Make the Search function work for you
Better organize your attachments
Stay on track with Activities for follow-up
Use the Access button to find information quickly
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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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.
