Kite Technology Group

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Kite Technology Group is a leading provider of comprehensive Managed IT and Consulting Services. Our experienced team offers customized, cloud-focused solutions tailored to meet your organization’s unique needs and business objectives. With our strategic IT support, we help businesses thrive in today's ever-changing technology landscape. We specialize in Managed IT Services, Co-Managed IT Services, Security & Compliance, Microsoft 365 Tenant Management, Microsoft 365 Consulting, Apple Consulting, and VoIP Phone Solutions. For insurance agencies, we offer Applied Epic Consulting, AMS360 Consulting, and optimization services for accounting, bookkeeping, and custom agency solutions. Contact us today to discuss how we can help your business succeed.

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Developing and Optimizing Your Applied Epic Workflows
To deliver consistent, high-quality service to your clients, developing and optimizing your Applied Epic workflows is a must.Imagine if a team member at your agency left tomorrow. Would someone else be able to seamlessly continue their work? Without consistent guidelines for daily tasks, each person develops their own methods, leading to confusion when others need to understand their processes. This is why proper workflows in Applied Epic are essential. Gain a greater understanding of Applied Epic workflows in our upcoming webinar on April 30th at 3 pm ET, Developing and Optimizing Your Applied Epic Workflows. Lauren Roberts and Jenny Honican will detail the critical role that workflows serve in your agency. You will also learn how to tailor your workflows to suit your agency’s unique business processes to boost productivity, drive efficiencies, protect against E&O exposures, and enhance client satisfaction. Join us for this Applied Epic workflows webinar to explore:The importance of establishing standardized workflowsThe difference between workflows and proceduresKey information and instructions to include in your workflowsTools you can use to document workflowsExamples of how to implement, train, and audit for workflows Use the form on this page to register today! Not available on Wednesday, April 30th at 3 pm ET to attend live? Sign up anyway to have a copy of the recording emailed to you afterwards! Presenters: Lauren Roberts, Chief Agency Consultant; Jenny Honican, Agency Consultant.
4/30/2025 7:00 PM