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ask us anything!

Solving Your Agency's IT
and Applied Epic Challenges
One Question at a Time

Expert Panelists:

Adam Atwell, Jason Gobbel, Lauren Roberts, and Ryan Emerick

WEDNESDAY, MAY 21 | 2 PM ET

Q&A Session to Help You Navigate Your Agency's Technology and Applied Epic System with Confidence

Join us for a live, interactive session built for independent insurance agencies using Applied Epic—designed to help you get more out of both your technology and your Epic system.

Kite Technology Group’s IT and Epic Consulting experts will be ready to answer your most pressing questions—from Microsoft 365, cybersecurity, and AI to Epic configuration, workflows, security settings, and much more.

Whether you’re a Principal, Operations Manager, IT lead, Epic Administrator, or the accidental tech person at your agency, this is your opportunity to get practical guidance in a relaxed, open Q&A format.

No slide decks. No fluff. Just straight answers to help you run a smarter, more secure, and more efficient agency.

Ask Us Anything, but here some ideas of topics we can discuss:

Technology Topics:

  • How to get the most from your Microsoft 365 subscription
  • Cybersecurity best practices
  • Navigating compliance and data privacy requirements
  • Enhancing team collaboration in a hybrid environment
  • Practical ways to use AI without overcomplicating things
  • Planning your technology roadmap
  • How to leverage external resources to support your internal IT team
  • and other technology questions you have

Applied Epic Topics:

  • Epic security best practices
  • Documentation – What belongs in Epic vs. SharePoint and OneDrive
  • Making the switch to Epic Browser
  • Considerations for customizing your Epic database
  • Reports Criteria and Layout
  • Downloading Policies, Commissions, eDocs, and Claims
  • and other Applied Epic questions you have

Join us for the Q&A Session

Have a question in mind now for our experts, that you want answered during the session?

Add it to the form when you register—we’ll make sure it’s addressed!

Meet Your Expert Panel!

Jason Gobbel, Chief Solutions Officer

Jason Gobbel
Chief Solutions Officer

Adam Atwell, CTO, Microsoft MVP at Kite Technology Group

Adam Atwell
Chief Technology Officer
Microsoft MVP

Lauren Roberts, Chief Agency Consultant

Lauren Roberts
Chief Agency Consultant

Ryan Emerick, Director of Client Experience

Ryan Emerick
Director of Client Experience

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.