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Presented by Lauren Roberts, Director of Agency Consulting
Recorded on February 16, 2022.
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Many insurance agencies have yet to take advantage of a powerful tool that’s part of their Applied Epic system – Renewals Manager. Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.
Renewals Manager, like most other areas in Epic, can be configured and customized to meet your agency’s unique needs. The renewal management dashboard gives you complete visibility into policies that are coming up for renewal and their status – helping your team prioritize the renewals they need to focus on.
Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers how your agency can benefit from using Renewals Manager. We share valuable configuration and implementation tips so you can get started right away using Renewals Manager to better manage renewals in your agency.
Session Level: Basic
Audience: Owners, Managers, Operations, Account Managers
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.
Lauren Roberts began her insurance career as a licensed agent, working in both benefits and commercial lines and gaining extensive knowledge of differing workflows. Her varied background prepared her for a successful transition to administration and accounting. She quickly became an expert in agency accounting and support functions. Lauren played an integral role in her agency’s migration from Applied TAM to Epic and she maintains a deep knowledge of both systems. As Director of Agency Consulting, she leads projects for Applied Epic Optimization, provides Employee Training, Workflow Development, performs data and procedural audits and assists with Applied Epic migrations. Lauren also actively presents at national and regional Applied Client Network meetings.
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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.
