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Presenters: Jenny Honican and Lauren Roberts
The webinar recording is now available on-demand.
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In today’s competitive industry, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. While there are several CRM integrations available, Applied Epic comes with one built in under the Opportunities tab. If you’re not taking advantage of this valuable feature, you’re missing out on the time-saving and revenue-producing benefits it has to offer.
Hosted by KiteTech Agency Consultant Jenny Honican and Director of Agency Consulting Lauren Roberts, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation. What you learn will help you better manage your sales pipeline and capitalize on new and existing business opportunities.
Join us for the webinar to learn:
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.
