Complimentary webinar

Getting the Most from Your
Agency Management System:
Best Practices for Any Platform

Presenters: Lauren Tippett and Shelly Werfelmann

Thursday, July 16 | 2 pm ET

Complimentary webinar

Getting the Most from Your
Agency Management System:
Best Practices for Any Platform

Presenters: Lauren Tippett and Shelly Werfelmann

Thursday, July 16 | 2 pm ET

Unlock More Value From Your Agency Management System

Most agencies invest heavily in their management system, yet many still struggle with inconsistent workflows, unreliable reporting, and manual processes that slow the team down. In most cases, the challenge isn’t the platform itself. It’s how the system is used, structured, and managed day to day.

In this session, we’ll focus on practical best practices that apply to any agency management system, whether you use Applied Epic, AMS360, HawkSoft, Sagitta, EZLynx, or another platform. You’ll learn what high-performing agencies do differently to improve efficiency, data integrity, reporting visibility, and overall system adoption.

If you can’t make the live session, but don’t want to miss out on the content, register anyway. We’ll send the recording to all registrants after the event.

Here's what we'll cover in this informative session:

Planning for change management and operational improvements
Improving user adoption and accountability across the agency
Standardizing workflows for greater consistency and efficiency
Strengthening data integrity and improving reporting reliability
Best practices for accounting processes within your agency management system
Managing integrations, third-party vendors, and outsourced workflows effectively

Audience: Management, Principals, Operations, Department Managers

Register for Webinar

Watch Webinar Recording

Learn how to accurately configure and manage Producer and Broker Commission Agreements to ensure consistent, reliable commission processing in AMS360.

Producer and Broker Commission Agreements are a key component of commission processing in AMS360. When they are not configured correctly, agencies can experience commission inconsistencies, reporting issues, and unnecessary manual adjustments.

In this webinar, Kite Technology Group consultants Shelly Werfelmann and Lauren Roberts walk through how Producer and Broker Commission Agreements work in AMS360 and how to apply them effectively. You will learn how to set up agreements, apply them to policies, and understand how they impact commission calculations.

This session is ideal for agencies looking to improve accuracy, consistency, and confidence in their commission setup.

What you'll learn by watching this webinar:

Why having Producer and Broker agreements is important
Configuration options for paying your producers and brokers
The limitations of Producer and Broker agreement configurations
Different types of commission agreements and how to set them up
Reports for monitoring Producer and Broker Commissions

Audience: Operations, Accounting, Management, Ownership/Principals.

Meet Your Presenters!

Lauren Tippett
Chief Agency Consultant

Shelly Werfelmann
AMS360 Agency Consultant

About Kite Technology Group

With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT and Insurance Consulting Services to insurance agencies across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future, and experience greater business success year after year.