At Kite, we believe audits are a powerful tool for insurance agencies. Through an audit, you align company goals and workflows, keep data clean, provide training opportunities and establish performance benchmarks. But many agencies don’t have the time or resources to regularly conduct audits. To remedy this and help agencies unlock the potential audits offer, we’ve developed a customizable service.
We don’t have a single, specific audit form and what we offer entails more than a quick policy check. Why you’re seeking an audit and what you want to accomplish are unique to your agency. From improving data accuracy to workflow development, or Applied Epic optimization, we’ll tailor an audit to fit your goals.
Audits allow management the ability to gauge their efficiency and evaluate their staff’s performance using specific and relevant metrics. Conducting an audit will reveal gaps in compliance with agency procedures and subsequently identify areas for process improvement.
Clients who use Kite Technology’s auditing services:
Kickstart your auditing process with a complimentary consultation. During the meeting, we’ll learn about your agency, problems you’re facing and your objectives.
Start a conversation with us today: Give us a call at 410-356-3113 or send us a message.
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.