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On-Demand webinar:
Applied epic tips and tricks - Strategies
to drive end user efficiency

The webinar is now available on-demand.
Complete the form to watch the recording.

Watch this value-packed webinar and boost your efficiency in Applied Epic!

When you work day-in and day-out in Applied Epic, you naturally discover various tips and tricks to enhance efficiency. By working with hundreds of agencies to optimize their Applied Epic usage, you gain an even broader spectrum of useful techniques. This is exactly what our Agency Consulting team does every day, and we’re eager to share these valuable tips and tricks with you!
 
In this session, Lauren Roberts and Laura Whaley share their expertise and the tricks they’ve gained from their years of working with Applied Epic. Whether your agency is new to Applied Epic or you’ve been using it for years, this webinar is chock-full of helpful information to make you more efficient.
 
Here are examples of what our agency consultants cover in this session: 
  • Using Activities for documentation, follow-up, and reporting 
  • Personalizing your Applied Epic experience 
  • Organizing your attachments 
  • Creating naming conventions to keep things crystal clear 
  • And much more! 

View Recording

 

Meet Your Presenters!

lauren tripp

Lauren Roberts
Director of Agency Consulting

Laura Whaley

Laura Whaley
Agency Consultant

About KiteTech

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.

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Ready to speak with a Kite Technology Professional?

We would love the opportunity to learn more about your business and how we can help.

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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. 

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