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Applied Epic Insurance Agencies
Just like a vehicle, your agency’s Applied Epic system may be due for a regular tune-up to ensure it’s running smoothly and efficiently for your teams. That’s where Kite Technology’s Agency Consulting team can step in to assist. Our Applied Epic Consultants will conduct an assessment in four phases to check the effectiveness of your agency’s Epic utilization and provide an action plan to address your most pressing issues.
Kite Technology Consultants will conduct a virtual Microsoft Teams meeting with your agency’s leadership and subject-matter experts to understand:
Your KiteTech Agency Consultants will review your Applied Epic database*, audit your transaction activity, and execute various Epic system reports* to determine:
*Your agency will need to provide a login with Enterprise Admin access to Applied Epic and Applied’s audit report pack.
Your leaders and invited team members will have a virtual meeting with your KiteTech Agency Consultants to review findings and recommended next steps. The findings will include a breakdown of both strengths and areas of opportunity across various aspects of your Applied Epic implementation, including:
After the presentation, the agency leadership will be provided with the following deliverables electronically:
The Agency Consultants of Kite Technology are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your Applied Epic system.
Contact us today to learn more about our Applied Epic services and how we can help your agency reach its full potential!
Give us a call at 410-356-3113 or send us a message!
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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.
