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Webinar
Presenter: Lauren Roberts, Director of Agency Consulting
Recorded on September 10, 2020.
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Are you struggling to create the custom reports in Applied Epic that your insurance agency needs? With so many options, it’s often hard to know where to start.
Lauren Tripp, Senior Agency Consultant at Kite Technology leads an informative webinar focusing on how to take advantage of Applied Epic’s robust reporting functionality. Lauren will cover how to create high-level reports containing useful and actionable data that will drive your agency’s process improvement and workflow development. What you learn will save you valuable time and help you build the right reports for your specific objectives.
Director of Agency Consulting
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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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.
