Turn Your AMS360 Reports into a Powerful Management Tool
AMS360 offers reporting capabilities through Classic Reports and My Agency Reports (MAR), giving agencies access to critical operational and financial data. However, many agencies rely only on the standard AMS360 reports without fully tailoring them to support their specific workflows, revenue goals, and management objectives.
When reporting is aligned with how your agency operates, AMS360 becomes a true management tool, not just a transactional system. Kite Technology Group’s AMS360 Consulting team works with your agency to define what you need to measure, configure the right reports, and, where possible, implement structured, automated delivery so the right people receive the right information at the right time.
Most agencies are running reports. Few are confident in the output.
Common reporting challenges include:
In many cases, the issue is not the report itself. The underlying configuration, data integrity, or filter logic are driving the results.
When those elements are misaligned, reporting becomes reactive instead of strategic.
AMS360 includes powerful reporting tools through Classic Reports and MAR. When configured correctly, these reports provide clear operational and financial visibility.
A properly configured Book of Business report allows you to analyze production by producer, line of business, carrier, department, and date range. It should support forecasting, performance management, and strategic growth decisions.
If the data is incomplete or inconsistently coded, the report becomes unreliable and leadership loses confidence in the output.
Expiration reporting should provide accurate insight into upcoming renewals, rewrites, and lost business. Agencies often schedule these reports through MAR to maintain visibility into renewal pipelines.
If policy statuses, renewal workflows, or estimated commission fields are inconsistent, expiration reporting quickly becomes inaccurate and requires manual review.
Activity reports should reflect workload distribution, overdue follow-ups, and workflow compliance. They should help managers monitor accountability and service performance.
If activities are not consistently closed or coded correctly, reporting loses effectiveness and workflow gaps go unnoticed.
Effective AMS360 reporting depends on more than selecting the right report. The accuracy and usefulness of your reports are directly influenced by how key data fields are used throughout the system.
When agencies experience reporting inconsistencies, the root cause is often small configuration or workflow gaps rather than the report itself. As part of KiteTech’s reporting engagement, we review the data points that most commonly influence reporting results, so your reports produce clearer, more reliable insights.
As part of our reporting engagement, we help identify and address these factors, so your AMS360 reports more accurately reflect what is happening in the business, giving leadership greater confidence in the information they rely on.
We do more than simply create reports. Our AMS360 consultants work with your agency to design reporting that delivers meaningful, actionable insights.
As part of the engagement, we focus on understanding what your leadership team needs to see and ensuring your AMS360 reports support those goals. This includes refining existing reports, configuring new ones where needed, and helping your team use reporting more effectively. By working with our team, your agency will be better able to:
The result? Beyond just having better reports, your agency will have greater confidence in your data and improved decision-making across the agency.
When reporting is accurate and aligned with your agency’s structure, the impact is measurable across operations, revenue, and leadership visibility.
If your agency is running AMS360 reports but still struggling with data confidence, limited visibility, or time-consuming manual reconciliation, you are not alone. Reporting should bring clarity, not uncertainty.
Our AMS360 reporting consulting services are designed to evaluate your current configuration, strengthen data integrity, and align reporting with the operational and financial metrics that matter most to your leadership team. We help transform reporting from a routine task into a reliable management tool that supports informed, proactive decision-making.
If you are ready to improve accuracy, reduce inefficiencies, and gain greater confidence in your numbers, schedule a consultation to begin strengthening your AMS360 reporting framework.
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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.
