KITE TECHNOLOGY WEBINARS

Webinar Library

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Growing your Insurance Agency with Microsoft 365

Microsoft 365 is the champion of business cloud-based productivity suites. It offers a multitude of tools, applications and features designed to enhance your agency’s ability to work, collaborate, and serve your clients no matter where you are working from.

But the benefits of Microsoft 365 go far beyond helping your team accomplish their day-to-day work.

Join our next webinar and learn why fully embracing everything Microsoft 365 has to offer is the right choice for your agency.

WED, NOV 17th | 2 PM ET

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Optimizing your Applied Epic System

Applied Epic has a myriad of configuration options along with new features and functionality to help your agency work smarter, boost operational efficiency, and improve overall business performance. By taking the time to evaluate your current setup and identify areas that need to be optimized can ensure that your agency is getting the most from its Epic investment.

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar will outline what’s involved in the optimization process and how you can get started.

WED, OCT 27 | 2 PM ET

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Managing your Sales Pipeline in Applied Epic

In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. Hosted by KiteTech Executive Consultant Aurora Burg, CIC, CPCU, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.

Recorded on July 20, 2021

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Webinar: Accelerate your Microsoft 365 Adoption

Join us for an informative webinar with Adam Atwell, Cloud Solutions Architect at Kite Technology, as he shares how your business can accelerate adoption of your Microsoft 365 suite.

You’ll walk away understanding the immense value that a Microsoft 365 adoption plan offers your business. We’ll share key strategies to help you get started on the road of your cloud adoption journey.

Recorded on 5/25/2021

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Advanced Reporting in Applied Epic

Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency’s processes, workflow adherence, and data integrity.
​During this session, we go beyond the basics and share how you can use Applied Epic’s advanced reporting capabilities to audit your agency’s processes and maximize your operational efficiency.

Recorded on March 2, 2021

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MICROSOFT 365 – ONE CLOUD ENDLESS POSSIBILITIES FOR YOUR BUSINESS

Microsoft 365 has so much to offer your business and can be your all-in-one cloud solution. From hosted email and cloud file storage to improved collaboration and endpoint management, Microsoft 365 delivers incredible functionality and value with state-of-the-art cybersecurity.

Watch this informative webinar and learn how your business can take advantage of everything Microsoft 365 has to offer.

Recorded on January 20, 2021

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FOUNDATIONS OF REPORTING IN APPLIED EPIC

Check out our latest webinar and learn how to take advantage of Applied Epic’s robust reporting functionality to build better reports for your agency. We cover how to create high-level reports containing useful and actionable data that will drive your agency’s process improvement and workflow development. What you learn will save you valuable time!

Recorded on September 10, 2020

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MICROSOFT TIPS AND TRICKS WEBINAR

In our latest webinar, Microsoft Tips and Tricks, we bring you the latest practical information on both Microsoft 365 and Windows 10. Increasing your skills and knowledge of these systems will help you boost productivity and efficiency and ensure ongoing security for your organization. You’ll learn all about how to handle updates, as well as simple shortcuts that will make your day a lot smoother.

Recorded on August 4, 2020

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EVALUATING YOUR AGENCY’S IT PROVIDER- DOES YOUR TECHNOLOGY SUPPORT PASS THE TEST?

Join us to learn the 8 qualities of a best-in-class IT provider and how to determine the value your agency is getting from your technology investment. Whether you are in the market for a new provider or just want to know how well your current provider is serving you, this will be a dynamic discussion you’ll gain value from.

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DEVELOPING AN EFFECTIVE SECURITY AWARENESS PROGRAM

Creating an effective security awareness program for your employees is a vital component of your company’s cybersecurity strategy. Watch the webinar to learn what it takes to implement an engaging and relevant security awareness program that your employees will actually enjoy!

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Planning Your Office 365 Strategy

Adopting Microsoft 365 can improve the efficiency and security of your insurance agency’s internal operations and help you maximize collaboration and prepare for future growth. Join us for a lively discussion on developing your Microsoft 365 strategy.

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An Introduction to Microsoft Teams

COVID-19 has significantly changed our daily life and the way we work. Join us for this webinar to learn how to use Microsoft Teams to collaborate with your team and communicate with your customers while you are working from home.

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HOW AUDITING CAN DRIVE PERFORMANCE IN APPLIED EPIC

Watch our latest on-demand webinar to learn how performing procedural and data auditing in Applied Epic can improve your insurance agency’s workflow efficiency and data accuracy.​

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TOP 3 CYBERSECURITY THREATS FACING YOUR BUSINESS AND HOW TO FIGHT BACK

With today’s ever-evolving threat landscape, it’s hard to know exactly what to focus your cybersecurity strategy on. This webinar will explore today’s top cyber threats and review tools and best practices for fighting back.

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Revealing the Dark Web

Join our industry experts for an in-depth discussion of what the Dark Web is, why there is reason for concern and the steps that you should take now to protect your organization.

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adam atwell

Adam Atwell

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.