Onboarding New Employees in Your Insurance Agency with AMS360

Author: Monica Trevino, AMS360 Consultant

Congratulations on your new hire!   Now that you are welcoming a new team member,  there are several things you can do to make sure they become more comfortable using AMS360 during their onboarding process.  In addition to teaching them your agency’s own documented best practices and workflows, Vertafore and NetVU (The Network of Vertafore Users)  have some great resources to help with the setup and learning process.  Here are some ways to help ensure they know how to properly use AMS360 and are set up in a way to benefit them and protect the agency.  

When you are setting up a new user in AMS360 (Employee Setup), Kite Technology Group recommends that your agency has their own documented process you follow.  You want to ensure that based on their role within the agency, the user has proper access to the appropriate centers and reports.  For example, if they aren’t in Accounting or Operations they do not need access certain centers such as Financial, Bank or Vendor.   Make sure that for each role in the company, the following set up access is outlined in a document to ensure nothing falls through the cracks:  

  • Security Group Setup Security Group Setup
  • VSSO settings and role appropriate access to My Agency Reports
  • Employee Login Time Access (You are allowed to set-up when they are able to login to AMS360)
  • Signature Authorization access depending on role

Vertafore University is a great resource that has learning plans to help new users learn the system at their own pace and also offers some instructor led courses.  You are able to search for topics and plans depending on the role.  Here is their AMS360 – CSR Learning Plan. In order to sign up for Vertafore University, they will just need to use their VSSO login or request an account from

NetVU is a fantastic place for your new and current employees to gain knowledge, ask questions and share things they’ve learned.  The NetVU Community (NCOM) has very active community forums and there are also webinars you can register for and access past webinars as well.   Everyone with a Vertafore account has access to this community and they just simply need to register.  In one of the NCOM posts, there is great sample training notebook and overview for new hires.   New Hire Onboarding Guide Post. 

Whether they have been in the industry for years or are just starting out, having a solid well documented on-boarding process can help ensure success for your new hire.   The goal should be to make sure that everyone is on the same page with best practices and work flows and a solid training plan to help instill confidence in the new employee and help them become a productive member of the agency for the long term. 

Feature Highlights from the AMS360 23R2 Update

At the end of July, AMS360 users started to receive the much-anticipated 23R2 update. For those eager to explore the full scope of enhancements, the comprehensive release notes can be found here. There are several exciting and extremely valuable accounting updates included in this release, as well as some other updates that improve the user experience. In this article, we’ve highlighted a few of the feature updates that we are most excited about.

My Expiring Policies/Renewal List Tool

While still a work in progress, this update fixes a major problem. You are now able to see the Parent and Writing Company, which will allow you to have more options, including the ability to sort by carrier, making it easier to categorize renewals.

Bank Transactions API

This is an exciting addition because it now allows banks to develop an API capable of interacting with transactions within AMS360. Down the road, this will prove to be very useful and a significant time-saver. Perhaps, in the future, this will enable the automation of payroll journal entries, and we are hopeful that it will become a reality.

Bank Reconciliation Enhancements

If you’re tired of resizing columns to view all the necessary information while reconciling a bank statement, you’ll be happy to know that now you can see more with bigger grids. Additionally, there are other enhancements, such as additional transaction types and the inclusion of a bank date column to facilitate matching transactions.

Bank Transactions-Bank Reconciliation

This is a significant improvement as it now enables you to import the bank statement CSV file directly into AMS360. This functionality empowers your accounting department to perform automatic matching between accounting transactions and payments or deposits from the bank statement. We always love improvements that help the users save time. It even sparks the idea that there might be an opportunity for Robotic Process Automation (RPA) integration here! 

Acord 25 Mapping (Certificates)

Vertafore has made some behind the scenes changes that help populate the certificate form differently than before. If you have different lines of liability using the General Liability data entry section, the corresponding policy data will map into the other field for lines such as Agriculture Liability (AGLIA) or Professional Liability (PL).

Multiple Ivans Accounts for Single Database ID

If you’ve recently had an acquisition or are planning one soon, this will be very useful as the system now allows you to add multiple IVANS mailboxes in primary and non-primary databases. This means you no longer have to create new business units solely for download setup, making the process much more efficient and streamlined.

Update Certificate Holder Report to Include Additional Columns

For those who run the certificate holder classic report, you’ll be happy to know that more columns have been added to the .csv file, making it even more useful. Now, it includes indicators (Yes/No) for Additional Insureds in GL, Auto, Garage, Garage Keepers, Excess, and Other. Additionally, there are extra columns for Project End Date, Licensed, Bonded, and Changed by. This enhancement proves especially helpful for those in Commercial Lines as it provides an easier snapshot of their clients’ certificate holders’ status.


While the features we covered here are not an exhaustive list, we’ve highlighted some of the key enhancements we believe are essential for you to be aware of. If your agency hasn’t received the update yet, we encourage you to reach out to your agency administrator to inquire about the scheduled update from Vertafore. For agency administrators, if you haven’t been contacted by Vertafore yet, you can reach out to your dedicated Vertafore account manager for further assistance. Stay tuned for even more exciting developments as AMS360 continues to evolve and improve!

The KiteTech AMS360 Consulting Team is here to help!

Unlock the full potential of your AMS360 investment with Kite Technology’s AMS360 Consulting Services. We can help your agency with an optimization, employee training, workflow development, auditing, and much more! Contact us today to learn more!

Michael Trouillon

Michael Trouillon

Senior AMS360 Consultant
Kite Technology Group

Monica Trevino

Monica Trevino

AMS360 Consultant
Kite Technology Group

AMS360 Assessment

Expert Insights to Drive Your Agency’s Success


Whether your agency just migrated to AMS360 or you have been using it for years, conducting a comprehensive assessment of your system configuration can yield immense value. A thorough assessment can help your agency identify areas for improvement, streamline workflows, and enhance data accuracy and integrity. By addressing inefficiencies, you can in turn increase profitability, drive efficiency, and stay up-to-date with industry best practices.

The assessment results can help your agency make more informed business decisions, maximize your AMS360 system’s potential, and prepare for future growth. 

Kite Technology’s AMS360


A consultant will assess the effectiveness of AMS360 utilization and provide an action plan to address your most pressing issues. 

The assessment is conducted in four phases:

Discovery Conversation

A consultant will conduct a conference call with your agency’s leadership and subject-matter experts from your agency to understand:

AMS360 Data and Configuration Deep Dive

The consultant will review your AMS360 database*, audit your transaction activity, and execute various AMS360 system reports* to determine:

* Agency will need to provide a log in with admin access to AMS360

Presentation of Findings and Recommendations

The consultant will conduct a conference call with leaders and invited team members to review findings and recommend next steps. Findings will include a breakdown of both strengths and areas of opportunity across various aspects of your AMS360 implementation, including:

Proposal and Documentation

The recommended next steps will include a detailed proposal outlining a planned approach for deriving the most value the quickest. Depending on findings, recommendations will include a combination of various activities such as configuration changes, workflow design and/or documentation. After the presentation, the agency leadership will be provided with the following deliverables electronically:

Unlock Your Agency’s


We are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your AMS360 system. Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.

Highlights from the 2023 Accelerate, Powered by NetVU Conference

I have always loved attending the annual NetVU Conferences for Vertafore users, and over the years, I’ve only missed a handful. A few years ago, the conference underwent a rebranding, emerging as the new and improved Accelerate, Powered by NetVU. This revitalized event brings together industry professionals for a dynamic experience that includes cutting-edge education, exclusive insights into emerging technology, and valuable opportunities to learn from fellow Vertafore users. The conference is a fantastic way for Vertafore users to stay informed, inspired, and connected within the ever-evolving insurance landscape.

This year’s conference took place in Austin, Texas, which proved to be an excellent host city. Though, I wonder who I could have talked to about turning down the humidity! Nevertheless, getting there was easy, and the venue itself was conveniently located near many outstanding restaurants within walking distance.

But let’s get to the heart of the matter – the event itself was outstanding! From the informative educational sessions to the engaging exhibit hall and the memorable evening events, every aspect was well planned and flawlessly executed.

Now, let’s dive into what I thought were the highlights from this year’s Accelerate, Powered by NetVU!

Accelerate, Powered by NetVU Conference Highlights

Emergence of “AgencyOne”

In prior years, we heard about “Titan Technology” from Vertaforians; however, this year that phrase was absent. It’s seemingly been replaced by “Agency One” which refers to the overall Vertafore universe.

A conscious effort is underway to standardize the overall Vertafore user experience. One notable example of this is the recent revamping of the color scheme in AMS360. If your agency hasn’t yet seen their system upgraded, you can expect to see a fresh standard palette of vibrant orange and sleek gray (see example below). These appealing colors will gradually permeate all Vertafore systems over the next few months, ensuring a standard look across the Vertafore spectrum (PL Rater, Reference Connect, Sircom etc).

AMS360 Interface

Another integral aspect of this initiative involves an intuitive user interface, seamlessly connected workflows, and a comprehensive 360-degree view of the customer. We eagerly await further details, as it was promised that more information would be shared later this summer. This update will certainly improve the user experience while providing a holistic view of customers, paving the way for enhanced efficiency.

Goodbye WinForms

During a follow-up “What’s New in AMS360” session, the presenter revealed an ambitious drive to update every entry point within AMS360, transitioning from the current WinForm format to a sleek HTML interface, akin to the existing Customer entry/edit feature. I asked whether this transformation would take months or a few short years. The answer was within a few years—while I’d rather have a firm target, I’ll take that commitment for the moment.

When this happens, the need for the “Client” software will become obsolete, enabling AMS360 to seamlessly operate across any browser and operating system. Yes, you heard it right, Apple fans will no longer be required to run Windows parallel software.

This announcement was tremendously positive news!

The RevTech sessions

This year’s conference featured an impressive lineup of 14 sessions dedicated to cutting-edge technologies for agencies. These sessions delved into key focus areas that included:

  1. Developing Your Agency’s Technology Strategy
  2. Effectively Leveraging Microsoft 365
  3. Security and Compliance
  4. Data, Integrations, and Automation

NetVU RevTech Sessions

All of these sessions were engaging panel discussions featuring industry leaders. Notably, KiteTech team members were prominently represented in most of the sessions. The RevTech sessions were well attended with many being at or near capacity, so they are sure to be included in future conferences.

I personally had the privilege of participating in two sessions, where I shared my thoughts and insights on these topics:

  1. Maximize Your Agency’s Performance with Apps and Integrations
  2. Data Analytics and Visualization: A Better Understanding of Your Data

These sessions brought together a diverse panel of experts, primarily comprising developers of third-party integrations. As the outlier on the panel, my focus was to shed light on how these integrations can better serve agencies in visualizing their data and streamlining workflows. As well as presenting my fantasies about what they should do and the value to the agency side of the industry.

I would like to have an intuitive dashboard that provides real-time production information, rather than having to wait for hours after running a report and applying pivots or macros to get outdated financial production data. Additionally, I would like to see dashboards that proactively highlight important information, eliminating the need for us to analyze reports to find what we are looking for. This applies not only to financial reporting but also to account management. For instance, it would be beneficial to have a renewals dashboard that displays the progress of each renewal and alerts us to any delays or issues with the schedule.

We can achieve these goals (and much more) with the application of rules in our dashboarding. I have witnessed firsthand the power of such dashboards and firmly believe that this level of functionality is not only possible but essential for agencies to thrive in today’s data-driven landscape.


I attended an engaging RevTech panel session where a Vertafore representative shared exciting news.
She said that there is a drive underway to get every data point available in the API! Once this happens the gates will be open to do almost anything via an API.

For those who may not be familiar with the term, API stands for “Application Programming Interface.” What it essentially does is facilitate interaction between two programs, enabling seamless communication and data exchange. API’s allow programs to pull (get) or post data. However, currently the API can’t post data to every field.

Here’s one example: Claims data – we all know that some carriers download claims into AM360. For those who don’t we would have to manually enter the status, payments, and reserve information. Doing this manually is a herculean task!

But if the data was there, we would be better able to help manage client and agency loss ratio. Just seeing the numbers and comparing those to the date of loss would allow us to perhaps get reserves reduced before renewals were run…and get better rates, via credits, for our clients.

On the Workers Comp side, we can then use this data to forecast Ex Mod changes. If we contract with a Mod forecasting provider, we can use their API to automate this process as well. No more manual checking, the exchange of information can be automated.

This would also allow us to manage our contingencies and carrier relationships!

Now there are several Robotic Process Automations (RPA’s) that can be engaged to go to carriers and capture claim information…BUT, in the current API we can’t add/edit claims data in AMS360, we can only report on that.

Being able to get this information into AMS360 would give agencies:

Giving them the ability to have true and accurate loss data in one place, AMS360, at all times.

  • Freeing up team members to more valuable tasks, rather than updating claims info.
  • Allowing them to use PBI tools to let them know, across the system, when claims hit certain dollar values or when they hit certain time milestones.

I for one, can’t wait for more (well actually all) data fields to be open to the API! It will be a game changer.

The Exhibit Hall

The exhibit hall at this year’s Accelerate conference was a bustling hub of innovation and industry expertise with a good bit of fun sprinkled in. Spanning across a vast space, it was filled with a diverse array of vendors representing cutting-edge technologies, integrations, and other solutions. It provided a unique opportunity for attendees to engage directly with the vendors, explore their offerings, and gain valuable insights into the latest advancements in the insurance landscape. The vendors’ passion and dedication were obvious as they eagerly shared their knowledge, answered questions, and fostered meaningful connections with attendees. The entire KiteTech team had a great time engaging with attendees eager to learn more about how our IT Services and AMS360 Consulting can help their agencies more effectively! Check out the KiteTech team and booth below.

KiteTech at Accelerate Conference

The Keynote Address

The keynote address this year was presented by best-selling author Blake Morgan, a customer experience futurist passionate about helping organizations grow their businesses by delivering an exceptional customer experience. Blake’s presentation provided valuable insights into the evolving world of customer experience and its significance for the insurance industry. Her engaging storytelling and thought-provoking ideas inspired attendees to reimagine their customer interactions.

Blake Morgan NetVU Keynote

Blake concluded her compelling keynote address by unveiling four indispensable strategies that empower organizations to prioritize customer experience by making it a DECISION, rather than a discipline or a division:

  • W – Walk a mile in their shoes
  • A – Ask for the truth
  • Y – Yes to accountability
  • S – Small improvements every day

Implementing these strategies can significantly enhance customer experience and foster a culture of continuous improvement and customer-centric decision-making.


Accelerate, Powered by NetVU, was a fantastic conference. With Vertafore’s focus on innovation, standardization, and expanded capabilities, the conference fueled lots of excitement for the advancements that are coming our way.

Anticipation is already building for next year’s Accelerate, Powered by NetVU conference, set to take place in the vibrant city of New Orleans. As the host city, New Orleans promises to provide a backdrop of rich culture and a dynamic atmosphere. Attendees can expect a compelling lineup of sessions, networking opportunities and unforgettable evening events. Stay tuned for more information and be sure to register early for the best rates!

If you would like to understand how to leverage some of the features we discussed in this article, like APIs and reporting, or would like to learn more about Kite Technology’s AMS360 Consulting Services, please contact us to schedule a conversation. We’d love the opportunity to learn more about your agency and help you get the most from your AMS360 investment.

Michael Trouillon

Michael Trouillon

Senior AMS360 Consultant
Kite Technology Group

Leveraging AMS360 to Deliver Exceptional Customer Service

Providing proactive and efficient customer service is essential for building strong and lasting relationships with your customers. After all, as customers ourselves, we know how frustrating it can be to receive slow or reactive responses from the organizations we do business with.

Implementing time-saving best practices and leveraging the powerful tools within your AMS360 management system can help you take your customer service to the next level, giving you a significant competitive advantage in the industry.

Here are two key strategies that you can utilize with AMS360 to deliver exceptional customer service:

1. Ditch the notepad and take notes directly in AMS360

When you answer a phone call, chances are you’re reaching for a pen and notepad to jot down information. But then what do you do with those notes? If you’re not shredding them, you could be risking sensitive information. Plus, manually entering notes into AMS360 after the call is time-consuming and inefficient. Also, very often we are moving from one call to another with no “break” in between. This often results in not having time to do the activity after the call has ended.

Why not streamline the process by opening a new activity to capture notes directly in AMS360? Just use that quick access at the top of most screens. This way, you can avoid the double work of creating paper notes and then transferring them to AMS360 later. And if you’re working remotely, it’s even more important to avoid paper notes that could be misplaced or seen by unauthorized individuals.

AMS260 Quick Access

Remember that you can enter the customer name later by using the “Search” button in the activity.

AMS360 Activity

In today’s busy world, efficiency is key to not only providing exceptional customer service but also enabling you to experience higher productivity at work. By streamlining your processes and optimizing how you use AMS360, you can ensure that your clients receive responsive, timely, and efficient service.

2. The AMS360 Proactive Triangle View – An innovative approach to delivering outstanding customer service.

The Proactive Triangle View is a simple but effective way of keeping track of important details for each customer interaction. By focusing on three key areas – Balance, Activity, and Suspense – we can ensure that we are fully prepared for each conversation and able to deliver the best possible service.

  • Balance – Check to see if there are any open invoices or outstanding bills that you can bring up in the conversation to address any questions or concerns the customer may have. This helps to build trust and ensure that all financial matters are being properly handled. For example, ““I notice that the invoice for the recent new truck is open. Do you have any questions regarding that?”
  • Activity – Checking recent activity on the account can help you understand the context of the call and any issues that the customer may be experiencing. By staying up to date on recent activity, we can better anticipate the customer’s needs and provide proactive solutions. See my story below about how doing this completely changed (for the positive) a situation.
  • Suspense – Review Suspense items to see what else may be pending. This could include items like underwriting requests, signed applications, or other important documents. By addressing these items while on the phone, we can save yourself and the customer time and hassle by ensuring that everything is being properly handled.

Proactive customer service means anticipating your clients’ needs and taking action before issues arise. By being proactive, you can deliver exceptional service by helping your clients save time, reduce costs, and avoid potential problems.

The Proactive Triangle View in Action

Let me share a story with you that perfectly illustrates the value of the Proactive Triangle View.

When I was VP of Operations at an agency, I was transferred to a call from Tony at ABC Co, who I was told was “very upset”. Tony and I had spoken before, but the representative on his account was on vacation. Before I picked up the phone, I quickly reviewed the account details using the Proactive Triangle View.

Thanks to the information I gathered, I knew exactly why Tony was calling – he needed his Texas Cert. So, when I answered the phone, I confidently greeted him and said, “Good morning, Tony, I bet you’re calling about your Texas Cert.” The relief in his voice was palpable – I heard a moment of silence and then an exhale (of the energy he had) and in a very friendly voice he replied, “Yes I am, what is happening?”  I was then able to communicate to Tony that we were on top of the situation and that we had his best interests at heart.

By taking these extra few steps, I was able to turn a potentially difficult situation into a positive experience for both the customer and the agency. By implementing the Proactive Triangle View in your own agency, you can do the same. So why not take a few extra minutes before each call to gather all the relevant details and be fully prepared? The benefits in terms of improved customer relationships and time saved are well worth it.

If you would like to learn more about Kite Technology’s AMS360 Consulting Services, please contact us to schedule a conversation. We’d love the opportunity to learn more about your agency and how we can help you get the most from your AMS360 investment.

Michael Trouillon

Michael Trouillon

Senior AMS360 Consultant
Kite Technology Group

AMS360 Auditing Services

Achieve Compliance, Accuracy, and Efficiency


Kite Technology offers comprehensive AMS360 auditing services to help agencies ensure compliance, maximize accuracy, and drive efficiency. Our consulting team has the knowledge and expertise to discover hard-to-find errors and inconsistencies, as well as identify opportunities for improvement within your agency’s AMS360 system.


Our auditing services include a thorough review of your AMS360 data, processes, and workflows to identify the areas that would benefit from an optimization. We also provide recommendations and solutions to help you address any issues and improve the overall performance of your AMS360 system.

Our team understands the unique challenges faced by AMS360 agencies, and we work closely with you to tailor our services to meet your specific needs and goals. Whether you’ve just recently migrated to AMS360 or have been using it for years, we provide customized services that fit your agency’s size, structure, and workflows, ensuring that you get the most out of your AMS360 investment.

Benefits of optimization

We are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your AMS360 system. Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.


Our comprehensive AMS360 system audits go beyond a simple review of settings and features. We conduct a thorough analysis of your system, identifying areas for optimization and improvement. Our experienced AMS360 specialists review your data, processes, and workflows to identify inefficiencies, gaps, and opportunities for greater efficiency and profitability.

Through our audit process, we provide you with customized recommendations and solutions that fit your agency’s unique needs and goals. We also provide detailed reports and insights, allowing you to make informed decisions and implement changes that will maximize the potential of your AMS360 system.

Conducting an AMS360 system audit can help:

Identify Errors and Inconsistencies

An AMS360 system audit can identify errors and inconsistencies within your AMS360 system, ensuring that your data is accurate and up-to-date.

Optimize Workflows

By identifying areas for improvement, an AMS360 system audit can help you optimize your agency’s workflows, saving time and increasing efficiency.

Ensure Compliance

An audit can help you ensure that your agency is compliant with industry regulations and guidelines, reducing the risk of errors and potential penalties.

Increase Profitability

By optimizing your AMS360 system and workflows, you can reduce the risk of errors and save time, ultimately leading to increased profitability for your agency.

Overall, an AMS360 system audit can help you maximize the potential of your AMS360 system, ensuring that it operates at peak efficiency and providing you with the tools and insights you need to succeed in the competitive insurance industry.


Our AMS360 Workflow Compliance Audits can help you ensure that your agency’s procedures are being followed accurately and efficiently by your entire team. Our consultants will take your existing procedures and create a customized worksheet that outlines expected waypoints, timelines, action types, suspense, and document types.

To ensure that your agency’s procedures are being followed consistently, we select at least two transactions of each type (New Business, Renewal, Endorsement, and Cancellation) from different customers, spanning different time periods. This approach allows us to assess compliance for both small and large customers, ensuring that all customers receive the same high level of service.

We present the worksheet and our findings in a live web session with managers, allowing you to identify areas for improvement and take action to optimize your agency’s workflow. If your agency does not have formal procedures, we conduct the audit using “best practice” standards to ensure compliance with industry regulations and guidelines.

Our AMS360 Workflow Compliance Audits can be used to confirm adherence to standards/procedures and to identify areas where additional training is needed. With our help, you can achieve greater compliance, efficiency, and profitability for your agency.

Conducting an AMS360 workflow compliance audit can help:

Ensure Compliance

By conducting an audit of your AMS360 workflows, you can identify any gaps or discrepancies in your agency’s processes, and ensure that your workflows align with industry best practices and regulatory requirements.

Increase Efficiency

An AMS360 Workflow Compliance Audit can identify any inefficiencies in your agency’s workflows, and provide recommendations for streamlining processes and improving overall efficiency.

Mitigate Risk

By ensuring that your agency’s workflows are compliant with industry standards and regulations, you can reduce the risk of errors and avoid potential penalties or legal issues.

Improve Performance

An audit can provide you with valuable insights into your employees’ performance, enabling you to identify areas for improvement and where additional training would be beneficial.

Boost Client Satisfaction

Compliance with your agency’s AMS360 workflows can help you provide better service to your clients, leading to increased satisfaction and loyalty.

Overall, an AMS360 Workflow Compliance Audit can help you ensure that your agency’s workflows are efficient, compliant, and optimized for success. By conducting regular audits, you can stay ahead of the competition and position your agency for long-term growth and profitability.

AMS360 Optimization Services

Expert Guidance to Boost Efficiency


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. 

Expert System Optimization


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.



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.


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.


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


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.


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.

Achieve your goals and unlock the full potential of your AMS360 system

Expert User Optimization


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.



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


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


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.


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


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.


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


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.

Partner With Kite Technology


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 Employee Training

Onboard Your Employees with Confidence


Training your agency’s new employees to use AMS360 and ImageRight effectively can be a time-consuming and overwhelming process for both you and your new hires. However, effective employee training is critical in ensuring a successful and efficient onboarding experience, and can significantly impact your new employees’ confidence and their relationship with your agency.

At Kite Technology Group, we offer comprehensive AMS360 and ImageRight user training that enables your employees to quickly learn the ropes so they can feel confident and capable in their roles. Our training is customized based on each employee’s current level of experience with AMS360 and on the skills they’ll need to have based on their specific role within the agency.

Kite Technology’s New Employee



To ensure effective training, we begin by creating a customized list of AMS360 and ImageRight tasks based on the employee’s role and responsibilities. We then consult with their manager to identify the top priorities to be covered in the first 60 days and tailor the sessions accordingly.


Our training sessions are tailored to your agency’s specific needs by gathering information on your agency’s procedures and standards before we get started. If a procedures manual is not available, we ask targeted questions to help us create a customized training plan that aligns with your agency’s unique workflows and industry best practices.


We cater our training approach based on the employee’s familiarity with AMS360 and ImageRight:

  • If they are a prior AMS360 and/or ImageRight user, we would focus on the “highlights” and fine-tune the topics according to the agency’s process. This approach results in less time spent on training.
  • For those familiar with agency operations but new to AMS360 or ImageRight, we will provide in-depth training sessions that cover a wide range of topics. This comprehensive approach may require more time, but will ensure that new employees are equipped with the skills they need to use the system effectively.
  • For those completely new to agency operations, we offer a gradual crawl-walk-sprint-marathon approach to help them become completely comfortable in process and procedure over time. We start with mid-level introduction to certain features and workflows to get them “crawling”. Then we move on to a deeper dive into their tasks in the “walk” level after a few weeks. The “sprint” level comes a few more weeks down the road with even deeper workflows, and the “marathon” level takes many months, perhaps a year, to achieve complete comfort with the process and procedure.


For certain workflows, we offer written handouts that provide detail of the steps we cover during training. This way, new employees can reference the material and refresh their knowledge as needed, ensuring a smooth transition to using AMS360 and ImageRight effectively.



Empower your employees to excel in their roles with training tailored to their skills and positions!

At Kite Technology, we understand that transitioning to a new role or department/team within your agency can be challenging and require additional skills in AMS360 and/or ImageRight. To help you excel in your new position, we start by conducting a thorough assessment of your current AMS360 and ImageRight skill set. This evaluation enables us to compare your existing abilities with the skills required for your new role.

To make the assessment process as accurate and comfortable as possible, we’ll have you perform a task and record the process. While live evaluations with a trainer are an option, we recognize that it can sometimes cause nervousness and lead to errors. That’s why we provide a more flexible approach to assessing your skills.

Using the gathered information, we develop a tailored list of AMS360 and ImageRight tasks that you’ll either need to learn from scratch or refresh your knowledge on. The time commitment for this customized training depends on the number of tasks identified.

With our comprehensive and customized approach to skill development, we aim to help you transition smoothly and succeed in your new role. Let us guide you through this exciting phase in your career!

AMS360 Migration Support

Streamline Your AMS 360


Migrating to a new system can be a daunting process, especially when it comes to something as integral as your agency’s management system. At Kite Technology Group, we understand the complexities involved in migrating to AMS360, and we’re here to help streamline the process.

Our team of experts has years of experience working with insurance agencies of all sizes, and we have the expertise to help guide you through the entire migration process. We’ll work with you every step of the way to ensure that your new system is set up to meet your specific needs, and that your staff is equipped with the tools and training necessary to operate efficiently.

With our guidance, you can be confident that your migration to AMS360 will be a smooth and seamless process. So why wait? Contact us today to learn more about how our expert consulting services can help your agency transition to AMS360 with ease.

Navigate Your AMS360 Migration With Ease


Before the migration begins, we will work with you to identify and clean up any unnecessary data in your old system. This helps ensure that your new system is set up as efficiently as possible.

To help your staff feel prepared and confident in the new system, we provide training on administrative tasks and workflows before the migration.

Our team will work with you to configure your new system settings to align with your agency’s specific needs and processes.

Our team will be available on-site during the first week of the migration to provide real-time support and troubleshooting.

We’ll work with you to identify any new or underutilized features in your new system, and provide training and support to help your team make the most of them.

Our commitment to your agency doesn’t end with the migration process. We offer ongoing support and training to ensure that your team is always using your new system as effectively and efficiently as possible.

Let’s Get Started


Are you ready to upgrade your agency’s management system to AMS360? Let Kite Technology Group’s expert consultants guide you through a seamless transition. Our comprehensive migration process is designed to help you avoid common roadblocks and make the most of your investment. From pre-migration data clean-up to ongoing support during the first week, we’ll be there every step of the way to ensure a smooth migration.

Don’t let the fear of a difficult migration hold you back from experiencing the benefits of AMS360. Contact us today to learn more about our migration services and how we can help you navigate the process with ease.

AMS360 Consulting Services

Improve Your Insurance Agency's Performance With


Here at Kite Technology Group, we’re pleased to offer a comprehensive range of AMS360 consulting services to help your insurance agency get the most from your AMS360 management system. The KiteTech team is comprised of experienced professionals with deep industry expertise and knowledge, enabling us to offer customized solutions that align with your agency’s unique needs and goals.

Our services are designed to help you streamline your workflows, improve operational efficiency, and enhance customer experiences. We’ll work closely with your team to identify pain points and opportunities for improvement and develop tailored strategies to address them.

Whether you’re looking to implement new AMS360 functionality, optimize your workflows, or leverage third-party integrations, we can help. We leverage the latest tools and technologies, as well as best practices from across the industry, to deliver solutions that drive meaningful results.

How we can help

AMS360 Assessments

In order to optimize your AMS360 system, you need to know where to start. Our comprehensive assessment will review your system and identify areas for improvement.


By streamlining workflows, enhancing data management, and customizing user settings, we ensure your agency can operate at peak performance.


We have the knowledge and expertise to discover hard-to-find errors and inconsistencies, as well as identify opportunities for improvement.


Our training is customized based on each employee’s current level of experience with AMS360 and on the skills they’ll need to have based on their specific role.

Key Benefits of Kite Technology’s


By streamlining workflows, automating processes, and reducing manual data entry, our consulting services can help your agency operate more efficiently. This can save time and money, while also freeing up resources to focus on higher-value activities.

We can help you ensure that your AMS360 data is accurate, complete, and up-to-date. This can help you make more informed business decisions and provide better service to your clients.

We can help you optimize your reporting and analytics capabilities, enabling you to gain deeper insights into your business performance and make data-driven decisions.

As your agency grows, it can become more complex and challenging to train your team to use AMS360 correctly. We can provide training to current and new employees to ensure that they are utilizing the system correctly and efficiently. 

By optimizing your AMS360 management system, we can help you provide better service to your clients. This can lead to higher satisfaction rates, increased customer loyalty, and improved retention.


At Kite Technology Group, we’re committed to delivering exceptional service and support to our clients. We take the time to understand your agency and objectives, and work collaboratively with your team to ensure that our solutions align with your goals and priorities. With our AMS360 Consulting Services, you can be confident that you’re getting the support and expertise you need to thrive in today’s competitive insurance marketplace.

Contact us today to learn more about our AMS360 consulting services and how we can help your agency operate more efficiently and get the most value from your investment.. We look forward to working with you!

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.