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AMS360 Optimization services

Expert guidance to boost your agency’s efficiency

Empower Your Agency: Expert AMS360 Optimization Services for Enhanced Performance & Growth

Are you ready to take your insurance agency to new heights? Look no further! At Kite Technology, we specialize in AMS360 optimization services that transform your business processes, maximize efficiency, and drive growth.We are dedicated to helping you unlock the full potential of your AMS360 system. By streamlining workflows, enhancing data management, and customizing user settings, we ensure your agency can operate at peak performance.

Discover the difference our AMS360 Optimization Services can make for your agency’s operational efficiency. Experience improved productivity, increased profitability, and a competitive edge in the market. 

Unlock Peak Performance: Expert AMS360 System Optimization for a Thriving Insurance Agency

AMS360 system optimization involves a series of actions and strategies aimed at enhancing the performance and efficiency of your insurance agency’s management system. By fine-tuning various aspects of the system, your agency can streamline workflows, improve data management, and boost overall productivity. 

When done right, an AMS360 system optimization can significantly enhance your insurance agency’s performance, leading to increased productivity, improved customer service, and ultimately, higher profitability. Our AMS360 experts here at KiteTech can help you achieve these goals and unlock the full potential of your AMS360 system.

Key aspects of AMS360 system optimization include:

Data Table Cleanup

Organizing and cleaning up data tables help to improve data entry efficiency, reduce errors, and assist service and sales team members in accessing information quickly.

Coverage and line of business optimization

Ensuring that coverages and lines of business are properly organized and connected with the correct corresponding data entry items and ACORD applications. This enhances data flow and reduces discrepancies in the system.

charge types management

Analyzing and optimizing charge types to improve billing processes, financial management, and overall operational efficiency.

eforms (acord) cleanup and management

Thoroughly cleaning up and managing eForms (ACORD) ensures that your agency maintains compliance with state regulations, displays only the relevant forms for licensed states, and uses the most recent form versions.

system integration

Ensuring that AMS360 is seamlessly integrated with other essential tools, platforms, and third-party applications used within your insurance agency, which helps to improve data sharing and overall efficiency.


Unleash Your Team's Potential: Master AMS360 with Expert User Optimization for Insurance Success

AMS360 user optimization focuses on enhancing the experience and efficiency of individual users within your insurance agency, ensuring they can make the most of the AMS360 system. By optimizing user-related aspects, your agency can improve productivity, streamline workflows, and reduce the learning curve for new employees.

The goal of AMS360 user optimization is to maximize the efficiency of your insurance agency’s staff and ensure they are comfortable and proficient with the system. The KiteTech team can help you identify areas for improvement, customize user settings, and provide the necessary training and support to empower your team members to work at their best.

Key aspects of AMS360 user optimization include:

user settings customization

Tailoring user settings, preferences, and options according to individual requirements, which helps users to work more efficiently and effectively.

view options optimization

Adjusting view options across different centers and modules to ensure users can access the information they need more quickly and easily.

table and view customization

Rearranging and organizing tables within center views, policies, and lines of business to enhance data visibility and minimize clutter.

quick access toolbar optimization

Configuring the Quick Access toolbar to include frequently used commands and functions, allowing users to access them quickly and save time.

keyboard shortcuts and hotkeys

Educating users on the use of keyboard shortcuts and hotkeys within the system can significantly speed up their work and minimize the need for mouse clicks.

user training and support

Providing comprehensive training and ongoing support to users helps them to become more proficient in using AMS360, ensuring that they can utilize the system’s features to their fullest potential.

performance monitoring and feedback

Monitoring user performance, gathering feedback, and addressing any issues or bottlenecks they may encounter in using the AMS360 system, which contributes to continuous improvement and overall user satisfaction.


Don’t let inefficiencies hold your insurance agency back from reaching its full potential. Embrace the power of our AMS360 Optimization services and consulting to unlock higher productivity, streamlined workflows, and exceptional growth. Our team is committed to delivering tailored solutions for both system and user optimization that will revolutionize the way you conduct business.

Take the first step towards a more efficient and profitable future – reach out to us today to schedule a consultation, and let’s embark on this journey of transformation together. Your agency’s success is our top priority, and we’re eager to help you achieve it.

AMS360 My Expiring Policies


Streamline Your Renewals Process with AMS360's "My Expiring Reports"

Wednesday, May 24 | 2 pm

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.