Achieve Compliance, Accuracy, and Efficiency


Kite Technology offers comprehensive AMS360 auditing services to help agencies ensure compliance, maximize accuracy, and drive efficiency. Our consulting team has the knowledge and expertise to discover hard-to-find errors and inconsistencies, as well as identify opportunities for improvement within your agency’s AMS360 system.


Our auditing services include a thorough review of your AMS360 data, processes, and workflows to identify the areas that would benefit from an optimization. We also provide recommendations and solutions to help you address any issues and improve the overall performance of your AMS360 system.

Our team understands the unique challenges faced by AMS360 agencies, and we work closely with you to tailor our services to meet your specific needs and goals. Whether you’ve just recently migrated to AMS360 or have been using it for years, we provide customized services that fit your agency’s size, structure, and workflows, ensuring that you get the most out of your AMS360 investment.

Benefits of optimization

We are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your AMS360 system. Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.


Our comprehensive AMS360 system audits go beyond a simple review of settings and features. We conduct a thorough analysis of your system, identifying areas for optimization and improvement. Our experienced AMS360 specialists review your data, processes, and workflows to identify inefficiencies, gaps, and opportunities for greater efficiency and profitability.

Through our audit process, we provide you with customized recommendations and solutions that fit your agency’s unique needs and goals. We also provide detailed reports and insights, allowing you to make informed decisions and implement changes that will maximize the potential of your AMS360 system.

Conducting an AMS360 system audit can help:

Identify Errors and Inconsistencies

An AMS360 system audit can identify errors and inconsistencies within your AMS360 system, ensuring that your data is accurate and up-to-date.

Optimize Workflows

By identifying areas for improvement, an AMS360 system audit can help you optimize your agency’s workflows, saving time and increasing efficiency.

Ensure Compliance

An audit can help you ensure that your agency is compliant with industry regulations and guidelines, reducing the risk of errors and potential penalties.

Increase Profitability

By optimizing your AMS360 system and workflows, you can reduce the risk of errors and save time, ultimately leading to increased profitability for your agency.

Overall, an AMS360 system audit can help you maximize the potential of your AMS360 system, ensuring that it operates at peak efficiency and providing you with the tools and insights you need to succeed in the competitive insurance industry.


Our AMS360 Workflow Compliance Audits can help you ensure that your agency’s procedures are being followed accurately and efficiently by your entire team. Our consultants will take your existing procedures and create a customized worksheet that outlines expected waypoints, timelines, action types, suspense, and document types.

To ensure that your agency’s procedures are being followed consistently, we select at least two transactions of each type (New Business, Renewal, Endorsement, and Cancellation) from different customers, spanning different time periods. This approach allows us to assess compliance for both small and large customers, ensuring that all customers receive the same high level of service.

We present the worksheet and our findings in a live web session with managers, allowing you to identify areas for improvement and take action to optimize your agency’s workflow. If your agency does not have formal procedures, we conduct the audit using “best practice” standards to ensure compliance with industry regulations and guidelines.

Our AMS360 Workflow Compliance Audits can be used to confirm adherence to standards/procedures and to identify areas where additional training is needed. With our help, you can achieve greater compliance, efficiency, and profitability for your agency.

Conducting an AMS360 workflow compliance audit can help:

Ensure Compliance

By conducting an audit of your AMS360 workflows, you can identify any gaps or discrepancies in your agency’s processes, and ensure that your workflows align with industry best practices and regulatory requirements.

Increase Efficiency

An AMS360 Workflow Compliance Audit can identify any inefficiencies in your agency’s workflows, and provide recommendations for streamlining processes and improving overall efficiency.

Mitigate Risk

By ensuring that your agency’s workflows are compliant with industry standards and regulations, you can reduce the risk of errors and avoid potential penalties or legal issues.

Improve Performance

An audit can provide you with valuable insights into your employees’ performance, enabling you to identify areas for improvement and where additional training would be beneficial.

Boost Client Satisfaction

Compliance with your agency’s AMS360 workflows can help you provide better service to your clients, leading to increased satisfaction and loyalty.

Overall, an AMS360 Workflow Compliance Audit can help you ensure that your agency’s workflows are efficient, compliant, and optimized for success. By conducting regular audits, you can stay ahead of the competition and position your agency for long-term growth and profitability.


How Workflow and User Audits in AMS360 Can Drive Your Agency's Performance

Thursday, July 13 | 2:30 pm ET

Presenter: Michael Trouillon

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.