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Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency’s processes, workflow adherence, and data integrity. Additionally, they can help you identify areas that need attention and when additional staff training may be necessary. Our Applied Epic Consulting team often finds that many agencies under-utilize Epic’s reporting capabilities and miss out on valuable data that could help them make significant business improvements.
During this session, Lauren Tripp, Director of Agency Consulting at Kite Technology goes beyond the basics and shares how you can use Applied Epic’s advanced reporting capabilities to audit your agency’s processes and maximize your operational efficiency.
Looking for a beginner’s course on Applied Epic reports? Check out Lauren’s webinar, Foundations of Reporting in Applied Epic.
Lauren Tripp
Director of Agency Consulting
As Director of KiteTech’s Applied Epic Consulting team, Lauren leads projects for Applied Epic Optimization, provides employee training and workflow development, performs data and procedural audits, and assists with Applied Epic Migrations. Lauren is passionate about helping independent insurance agencies improve the way they utilize Applied Epic so they can operate more efficiently. In addition, Lauren enjoys sharing her knowledge of Epic by actively presenting at national and regional Applied Client Network meetings throughout the year.
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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.
