Insights and Resources

Business Technology Blog

Practical guidance on business technology, security, and AI to help you stay productive and protected. We also provide expertise on agency management systems like Applied Epic and AMS360 so you can get the most value from the tools you rely on every day.

Getting Back on Track: 8 Practical Daily Organization Tricks for Insurance Agency Teams Using Applied Epic

Jenny Honican
August 17, 2026

Feeling overwhelmed with day-to-day agency activities? This blog shows 8 daily organization tricks to help you plan and organize your day so you can feel more in control.

Cyber Extortion Is Increasing. Here’s Why Early Reporting Matters.

Matt Saxton
August 11, 2026

Cybercriminals are increasing their cyber extortion attempts. In this blog, we dive into what those threats look like and how you can reduce the risk to your business.

Getting to Know the Benefits Overview Screen in Applied Epic

Jenny Honican
July 27, 2026

The Benefits Overview screen is a centralized area of Applied Epic for anyone servicing Employee Benefits accounts. This blog will walk you through what you can find in this screen and what each element means.

The Keys to Effective AMS360 Administration: Setting Your Agency Up for Success

Shelly Werfelmann
July 27, 2026

Effective AMS360 administration is essential to keeping your agency efficient, organized, and positioned for long-term success. Learn the key elements of successful administration, why many agencies struggle, and the options available to ensure your AMS360 environment stays healthy and up to date.

Active Client Reports in AMS360: What You Need to Know

Shelly Werfelmann
June 10, 2026

Your agency can squeeze more value from AMS360's Active Clients Report. Uncover how this report can help you review customer records, validate policy information, and identify data inconsistencies. You'll also learn common issues that this report helps uncover.

Accounting in Applied Epic: Frequently Asked Questions

Buffy Johnson
June 8, 2026

Got questions about Accounting in Applied Epic? This blog has answers! Check out this blog for the most frequently asked questions about Applied Epic Accounting.

Activities and Attachments in Applied Epic: Frequently Asked Questions

Jenny Honican
April 30, 2026

Got questions about Activities and Attachments in Applied Epic? This blog has answers! Activities and Attachments are key to helping your agency create clear audit trails, reduce missed steps, and avoid E&O claims.

Let’s Talk Auditing in AMS360 and the Core Reports to Run

Shelly Werfelmann
March 30, 2026

Is your agency ready to start identifying and resolving data issues earlier? Think auditing in AMS360! Read through this blog to learn key reports to support auditing and best practices for approaching auditing to keep clean data in AMS360.

A Spring Reset for Your AMS360 System

Shelly Werfelmann
February 20, 2026

Spring is a natural time to reset. If workflows feel clunky, reports lack clarity, or backlogs continue to build, it may be time to refine how your agency uses AMS360. The S.P.R.I.N.G. framework provides a practical structure for strengthening setup, processes, reporting, and overall performance.

Bookkeeping in Applied Epic: Do’s and Don’ts for Accurate Reporting

Brooke Perrone
February 16, 2026

Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do's and don'ts in Applied Epic for best practices to help teams stay organized, reconciled, and in control.

The CLEAR-Q Method: How to Build AI GPTs and Copilot Agents that Don’t Go Off the Rails

Jason Gobbel
January 26, 2026

CLEAR-Q is a practical framework for writing system prompts or agent instructions for your AI GPT or Copilot Agent. This blog breaks down this framework and walks you through an example.

The Importance of Bank Reconciliation in Applied Epic

Kellie Halfpap
January 24, 2026

February 16, 2026 No Comments

Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do's and don'ts in Applied Epic ...

The CLEAR-Q Method: How to Build AI GPTs and Copilot Agents that Don’t Go Off the Rails

January 26, 2026 No Comments

CLEAR-Q is a practical framework for writing system prompts or agent instructions for your AI GPT or Copilot Agent. This blog breaks down this framework and walks ...