25 Years

Serving Independent Insurance Agencies

Coast to Coast

With over 25 years focused on independent insurance agencies, KiteTech has demonstrated an unmatched commitment to providing solutions fine-tuned to the needs of prospering insurance agencies.

We provide a comprehensive and proactive support experience that includes IT Help Desk, Managed Security, Cloud Services, and Agency Consulting.  And with our unique blend of on-staff technical and insurance professionals, our ability to understand and respond to the needs of Agents is unmatched.

 

From Epic workflows and carrier websites to server and Office migrations, we have the skills to help your agency reach new heights! 

At Kite Technology we: 

 

  • know and understand how agencies operate
  • Are experienced in supporting your agency management system  
  • we know the importance of having real-time ratings and company downloads reliably working
  • we understand the unique requirements of carrier websites
  • Are experts on agency best practices when it comes to scanning, producer mobility, and remote access

Contact us to find out why agencies from New York to California depend on KiteTech for all of their technology needs.

Agency Consulting Services

As an independent insurance agency, it’s critical that you are getting the most out of your agency management system. KiteTech’s consultants can help you implement best practices and maximize your agency management investment. Well run agencies invariably deploy processes that get the most from their agency management system.

Kite Technology’s experts can help improve your processes whether you:

  • Need help with your legacy agency management system
  • Are planning to deploy a new agency management system
  • Are looking to take your performace to a new level with a recently deployed agency management system

TAM Utilization

Kite Technology’s experts can review your TAM practices to expose inefficiencies and anomalies that affect your productivity and service quality. Our consultants can provide recommendations and training to help you get the most out of your TAM system. TAM improvements today will leave you better prepared if and when you migrate to a new system later.

Epic Migration and Utilization

The process of migrating to Epic is a complicated multistep process that has the potential to go smoothly or poorly. A poor migration process can cause lost productivity as well as employee and customer frustration. Excellent planning led by experienced resources is the key to a smooth migration. Kite Technology’s experts can lead you through the process to ensure that your agency is well prepared.

We Can:

  • Help you make the right fundamental configuration decisions to ensure your system is properly secured and you are able to access the information necessary to manage your agency effectively
  • Provide process training that goes beyond EPIC functionality emphasizing how your agency should operate to get the most from your new system.
  • Identify and resolve the inevitable issues that arise after migration. Despite the best planning, a change of this magnitude invariably includes unexpected “surprises”. While a move to Epic is a wise one in the long run, Kite Technology Group can help mitigate the pain in the short run by effectively addressing any surprises that crop up. The result is that you recognize the benefits of your investment much more quickly.

Employee Training

Kite Technology can provide onsite training on topics related to your agency management system such as utilization, workflows, best practices, reporting, etc. If you are migrating to Epic, our consultants can complement and reinforce the training provided by Applied Systems

Introducing KiteTech’s

Engagement Manager:  Aurora Burg, CPCU, CIC

Aurora Burg has over 20 years experience in the insurance industry. Her background includes consulting, training, sales, marketing, management, underwriting, and claims. Aurora has held various leadership positions within the Applied Client Network where most recently she served on the Board of Directors.  She is a licensed P&C agent and has earned her CPCU (Chartered Property Casualty Underwriter) and CIC (Certified Insurance Consultant) designations. Aurora graduated from Lehigh University with a BS in Marketing.

Areas of expertise include: Epic migration and utilization, workflow efficiency, reports, marketing and quoting accounts, group benefits, and sales automation.