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Recorded on February 8, 2023.
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Your Applied Epic management system is the backbone of your insurance agency and is integral to every area of your operations. However, we find that many agencies are still using Applied Epic with the original configuration settings they started with and as a result are not getting the full benefit of their investment. One of the most valuable benefits of using Applied Epic is that it comes with a myriad of options allowing agencies to customize the platform in a way that works best for their unique operational needs.
In this session, KiteTech’s Agency Consulting Team gave the audience the opportunity to lead the discussion and get their Applied Epic configuration questions answered. Watch the recording to learn how you can set up your system in a way that works best for your agency’s needs.
Audience: Operations, managers, and owners
Lauren Roberts
Director of Agency Consulting
Kellie Halfpap
Agency Consultant
Jenny Honican
Agency Consultant
Laura Whaley
Agency Consultant
Buffy Johnson
Agency Consultant
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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We would love the opportunity to learn more about your business and how we can help.
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.
