Feeling overwhelmed with day-to-day agency activities? This blog shows 8 daily organization tricks to help you plan and organize your day so you can feel
The Benefits Overview screen is a centralized area of Applied Epic for anyone servicing Employee Benefits accounts. This blog will walk you through what you
Got questions about Accounting in Applied Epic? This blog has answers! Check out this blog for the most frequently asked questions about Applied Epic Accounting.
Got questions about Activities and Attachments in Applied Epic? This blog has answers! Activities and Attachments are key to helping your agency create clear audit
Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do’s and don’ts in Applied Epic
In this blog, explore what bank reconciliation is in Applied Epic, how to do it, why you should reconcile, and tips for helping your agency
Learn how to properly close the year in Applied Epic with this updated step-by-step guide. Review key reports, understand year-end journal entries, and ensure your
Multi-Factor Authentication (MFA) is now essential for protecting sensitive agency data. This guide explains how to enable MFA in Applied Epic through Microsoft 365, including
The Download Results screen in Applied Epic is an interactive Communication Log. Explore how to navigate, filter, and review the results found on this screen.
Looking for how to modify Applied Epic Dashboards or create your own? Check out Asset Builder! Learn how to access Asset Builder and how to
Applied Epic Dashboards for the Principal/Owner role allow agency leaders to view the data most relevant to them. This includes key data about the agency’s
What are the data columns in Applied Epic’s Client Transaction Screen? Check out this blog to get a straightforward walkthrough of each column’s meaning.
Next up in our Applied Epic Dashboard series, we explore dashboards relevant to IT and Operations Managers. Check out the security and data quality dashboards
In this next installment in our Applied Epic Dashboard series, we look at the dashboards designed specifically for Accountants. Read this in-depth tour of these
If you are an Account Manager, Servicing Rep, or Department Manager, here is your guide to Applied Epic Dashboards and how to squeeze the most
Applied Epic offers a wide variety of reports that agencies can use to unlock insights, trends, and pattern. In this blog, dig into the top
Insurance agencies face increasing pressure to deliver consistent, high-quality services to keep up with client demands. Standardizing Applied Epic workflows is essential for any successful
Get ready for Applied Net 2024 in Nashville, TN! To avoid FOMO, here are tips for attending sessions and networking with agencies and vendors. Take
Applied Epic Dashboards give agencies the ability to answer their key questions with helpful visuals. Learn about user roles, how to display data, and much
Don’t let Direct Billing issues in Applied Epic interrupt your workflow. Learn how to overcome the most common Direct Billing issues in this blog.
A variety of Agency Billing scenarios exist in Applied Epic, and each come with their own discrepancies that can arise. Learn how to overcome these
Migrating to Applied Epic can elevate your insurance agency’s operations, but it’s no small feat to accomplish. Here we explore what to expect through the
Why is retention important? It costs much more to attract new clients than keep current clients. Learn how to measure your retention in Applied Epic
A major advantage of having an agency management system like Applied Epic is that you can wield reports for evaluation, decision making, identifying problems, and
Are you still torn between using Applied Epic on your Desktop vs your Browser? This blog continues our exploration of the new features of Applied
Building on our previous Applied Epic Accounting Glossary blog, we’re now diving into a more general glossary of terms. We’ve put together this list to
It’s that time of year when agency management teams are working on performance reviews for their teams. If your agency uses Applied Epic, you are
Hiring a new employee is a significant undertaking, but the work doesn’t end once they join. The process of employee onboarding includes both the process
Applied Epic’s accounting features introduce a range of terms that may vary from traditional accounting vocabularies or those in other agency management systems. To assist,
If your agency is using Applied Systems’ Hosted Exchange, you’ll need to transition to a new service by December 31, 2023. Learn what you need
There are many advantages to using the Applied Epic Browser. Learn how it can help you get more done, whether you’re in the office or
Despite the initial unease performance audits may provoke, they can be invaluable for your agency’s growth and success. Learn how to use AMS360 audits to
Learn how performing general ledger account reconciliations in Applied Epic ensure accurate financial records and improve data integrity.
Achieving accurate financial reporting in Applied Epic is essential to your agency’s operations and management. Explore 10 best practices for ensuring accuracy in your financial
Applied Epic EXPERT OUTSOURCED BOOKKEEPING Are you struggling to keep up with the demands of accounting in your agency? Kite Technology can help! Our Agency
To better protect your agency’s data from malicious actors, learn 7 best practices for effectively managing security groups in Applied Epic.
As we near the conclusion of our Applied Epic Reports Series, this article will highlight the last section of Reports – Transaction Reports. Utilizing transaction
The second part of this installment will cover the remaining reports found under the Policy section. These reports can provide beneficial information, reduce E&O risk,
The Policy reports in Applied Epic can be very helpful in reducing your E&O risk and finding gaps in data on an account. Review more
In our latest article of our Applied Epic Reports series, we will cover Management and Opportunities Reports. Management Reports in Applied Epic are a great
In our latest installment of our Applied Epic Reports series, we will review the Interface Reports. Interface Reports can be used in conjunction with your
Applied Epic offers an array of reports based on the Account Detail screens. While most reports are based on Client accounts, don’t forget that the
In this second article of our series on Applied Epic reports, we will review those found in the Activity report group. The default reports in
In the last of this Accounting series, we will review various tips and tricks that may prove useful to furthering efficiency, ensuring accurate reporting, and
Applied Epic offers an array of reports based on the Account Detail screens. While most reports are based on Client accounts, don’t forget that the
In the first installment of our Epic Accounting Series, we discussed the importance and steps involved with Premium Payables. For the second in the series,
It has become an ongoing trend for agencies to transition their accounting processes from QuickBooks to their Applied Epic system. There are two main advantages
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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.
