The smarter way to manage Applied Epic
Running your agency shouldn’t mean getting bogged down in system administration. That’s why KiteTech created the Agency Virtual Administrator (AVA) – a specialized service for agencies using Applied Epic. With AVA, you gain a dedicated partner who manages your database and supports your staff with Epic troubleshooting. From reporting and user management, to configuration updates and product facilitation, AVA lifts the burden from your team so you can focus on serving clients and growing your agency.
From standard reports to custom requests, AVA ensures your agency always has the accurate data it needs at the ready.
We handle onboarding, role updates, reassignments, and offboarding so your staff transitions are smooth and secure.
Maintain system integrity through effective access control and well-structured security groups.
Need activity codes, client communication templates, or categories updated? AVA manages these changes seamlessly.
Ensure downloads run efficiently — with expert troubleshooting and management.
Confidently add or adjust company and broker settings, including commission agreements.
Regular review and analysis of your agency's data integrity and general reports.
Stay connected with regular meetings to review reports, discuss performance, and address your agency’s unique needs.
Kite Technology offers three flexible Agency Virtual Administrator plans, giving your agency the freedom to select the coverage that best fits your goals and resources.
Core AVA support for agencies that have completed a KiteTech Servicing Optimization.
Requests per Month: 16
Regularly Scheduled 0ne-Hour Calls: Monthly
Core AVA coverage with more requests and biweekly calls to keep your team supported.
Requests per Month: 24
Regularly Scheduled One-Hour Calls: Bi-weekly
Full-service AVA partnership with daily support, facilitation, and Applied liaison assistance.
Requests per Month: 40
Regularly Scheduled One-Hour Calls: Weekly
*ALSO INCLUDES:
– CSR24, Indio, and Applied Marketing
Automation Facilitation
– Liaison for Applied Support
Shift routine admin tasks off your team’s plate so they can focus on clients.
Enjoy the benefits of an Applied Epic administrator without the cost of hiring in-house.
Get more visibility on your agency's performance with improved reporting.
Rest easy knowing experts are monitoring and maintaining your system.
At Kite Technology, we understand that consistently managing Applied Epic can be challenging. Our team combines deep platform expertise with a strong understanding of agency operations, helping you save time, reduce the demands of system administration, streamline workflows, and avoid the inefficiencies that impact client service and growth.
With our Agency Virtual Administrator (AVA), you gain a trusted partner dedicated to keeping your system running smoothly and your team focused on clients. Backed by years of experience supporting agencies nationwide, Kite Technology delivers the confidence and peace of mind your agency deserves.
Ready to see the difference? Contact us today to learn more about AVA!
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
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.
