Developing and Optimizing Your Applied Epic Workflows

Join Kite Technology Group's webinar to refine your Applied Epic workflows for better efficiency. Learn more on WebinarCafe.

Office Productivity Webinar Benefits

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 workflows

• The difference between workflows and procedures

• Key information and instructions to include in your workflows

• Tools you can use to document workflows

• Examples 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.