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Upcoming webinar

Applied Epic Security Essentials

Presenters: Lauren Roberts and Jason Gobbel

Date: Thursday, February 20th, 2025 | 2 pm ET

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 joining our upcoming webinar, Applied Epic Security Essentials, on February 20th at 2 pm ET. Lauren Roberts, Director of Agency Consulting, and Jason Gobbel, Chief Solutions Officer, will join 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 access
  • Configuring Security Groups and understanding how they work
  • Utilizing additional configuration to secure data in Applied Epic 

Use the form on this page to register today! Not available on Thursday, February 20th at 2 pm ET to attend live? Sign up anyway to have a copy of the recording emailed to you afterwards! 

Register for Webinar

Meet Your Presenters!

lauren tripp

Lauren Roberts
Chief Agency Consultant

Jason Gobbel, Chief Solutions Officer

Jason Gobbel
Chief Solutions Officer

About KiteTech

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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.