Our library of videos, articles, and other content to help you along your AMS360 journey

AMS360 Resources​

AMS360 has enormous value and functionality to offer you and your insurance agency! When utilized to its fullest potential, AMS360 can drive your agency’s operational efficiency and transform the way you operate. The AMS360 Consulting team here at KiteTech, believes in empowering AMS360 users to take advantage of everything it has to offer. So, we’ll consistently add new resources to this page to help you along the journey of becoming an AMS360 power user! Be sure to stop by often to check it out!

On-Demand AMS360 Webinars

Missed one of our AMS360 Consulting webinars? No worries! View the recordings at your convenience to catch up on the latest information and tips. Webinars are listed from most recent to oldest. Additionally, all our webinars and other videos can also be found on KiteTech’s AMS360 YouTube Channel.

Workflow and User Audits in AMS360

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

Workflow and user audits play a pivotal role in optimizing efficiency and maintaining accuracy within your AMS360 system. By conducting these audits, agencies can improve operational efficiency and deliver better client service.

Join us for our next webinar hosted by KiteTech’s Senior AMS360 Consultant Michael Trouillon as he shares how your agency can leverage workflow and user audits in AMS360 to gain valuable insights.


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AMS360 My Expiring Policies

Streamline Your Renewals Process with AMS360’s “My Expiring Policies”

Many insurance agencies have yet to take advantage of a powerful tool that’s part of their AMS360 system – My Expiring Policies & Renewal List Tool. These tools give your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Hosted by KiteTech’s Senior AMS360 Consultant, Michael Trouillon, this webinar will provide tips for configuring and implementing My Expiring Policies & Renewal List Tool in your agency.

Recorded on May 24, 2023

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boosting efficiency in AMS360

Boosting Your Efficiency in AMS360 – Strategies for Working Smarter & Faster

Whether you’ve been using AMS360 for years or your agency just recently migrated, there is always room to improve and grow your skills. In our next webinar we’ll provide valuable strategies to help you maximize your productivity in AMS360. From automating routine tasks to improving data entry and leveraging the latest features, we’ll be sharing expert advice for how you can get more done in less time.

Recorded on April 19, 2023

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Applied Epic Consulting Blog

If reading is more your style, be sure to check out our library of articles written by our team of AMS360 experts!

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.