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Presenter: Lauren Roberts, Director of Agency Consulting
Recorded on September 22, 2022.
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Applied Epic’s accounting solution is similar to that of other outside accounting software programs, but is built for the unique needs of insurance agencies. For example, it can help your agency with better tracking of client, carrier and, broker receivables and also gives you access to improved reporting functionality for paying commissions.
But, did you know that you can impact accounting in Applied Epic even if you’re not in that department? That’s why it’s so important to ensure that all your users have the core knowledge needed to perform basic accounting tasks and procedures in Epic correctly.
Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers the basics of Applied Epic’s accounting functionality to help your users be more efficient. You’ll also learn how transactions in Applied Epic affect accounting to make reporting easier and more valuable. Lauren will review important fields that need to be entered correctly, as well as how to read the Transaction screen to efficiently find answers to your accounting questions.
Here’s what we’ll cover:
Session Level: Basic
Audience: Servicing Staff, Management, Accounting
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.
Lauren Roberts began her insurance career as a licensed agent, working in both benefits and commercial lines and gaining extensive knowledge of differing workflows. Her varied background prepared her for a successful transition to administration and accounting. She quickly became an expert in agency accounting and support functions. Lauren played an integral role in her agency’s migration from Applied TAM to Epic and she maintains a deep knowledge of both systems. As Director of Agency Consulting, she leads projects for Applied Applied Epic Optimization, provides Employee Training, Workflow Development, performs data and procedural audits, and assists with Applied Epic migrations. Lauren also actively presents at national and regional Applied Client Network meetings.
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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.
