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On-Demand webinar

Applied Epic Security Essentials

Presenters: Lauren Roberts and Jason Gobbel

Recorded on February 20, 2025.

Complete the form to watch the recording.

What you need to know about making Applied Epic secure and compliant.

Maintaining data security and compliance is essential for insurance agencies. After all, the cost of a cyberattack comes in the form of both financial losses and erosion of your clients’ trust in your agency’s reputation. 

Get the actionable security insights you need to bolster your agency’s security stance by watching this on-demand webinar. Lauren Roberts, Chief Agency Consultant, and Jason Gobbel, Chief Solutions Officer, joined forces to discuss the technology and Applied Epic best practices that you need to better fortify your agency’s data.

Key Topics in this Webinar Include:

  • Applied Epic security fundamentals and considerations
  • How to apply these best practices in your Applied Epic system
  • Adding users and properly configuring their access to Structure, Program, and Bank Accounts
  • Configuring Security Groups and understanding how they work
  • Utilizing additional configuration to secure data in Applied Epic 

Watch Recording

Meet Your Presenters!

lauren tripp

Lauren Roberts
Chief Agency Consultant

Jason Gobbel, Chief Solutions Officer

Jason Gobbel
Chief Solutions Officer

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.