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AMS360 Resources

AMS360 Resources

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

your AMS360 journey

Helping you get the most from AMS360

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.

THURSDAY, JULY 13 | 2:30 PM ET

Watch Now »
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

Watch Now »
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

Watch Now »

AMS360 Consulting Blog

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

Outsourced Applied Epic Bookkeeping

outsourced applied epic bookkeeping

Expert Outsourced Applied Epic Bookkeeping Services for Your Insurance Agency

Are you struggling to keep up with the demands of accounting in your agency? Kite Technology can help! Our Agency Consulting team has bookkeepers on staff with expertise in Applied Epic, ready to provide customized solutions that meet your agency’s needs. 

We understand that every insurance agency is unique and has specific accounting needs. Our expert team takes a custom approach to outsourcing and will develop a plan that meets your agency’s specific accounting requirements. We will also implement our KiteTech Best Practices to ensure that you get the best possible service.

With our outsourced bookkeeping services, you’ll have a dedicated KiteTech bookkeeping team member who will be focused on all of your agency’s accounting needs. 

Do you have concerns about the accuracy of your agency’s current accounting data? We can also provide forensic accounting and cleanup services to help agencies achieve accuracy in their financial reporting.

We provide a comprehensive range of bookkeeping services, for Applied Epic agencies, including but not limited to:

Entry of Receipts, Disbursements, and Journal Entries

We will handle the accurate and timely entry of all bank transactions, which is vital to your agency’s accounting data and report integrity.

Direct Bill Commission Reconciliation

We will ensure that your direct bill commissions are accurately recorded and reconciled to your financial records, including manual recording, importing, and direct bill commission download processing. 

Premium Payable Reconciliation

We will reconcile your agency bill invoices and statements, ensuring that all transactions are paid on time and recorded in Applied Epic. This ensures that your premium payable reports are balanced to your financial records.

Vendor Payables

We will manage your vendor payables, ensuring that all bills are paid accurately and on time, ensuring that expenses are appropriately allocated.

Producer/Broker Payables

We will provide a method for producer and broker payables whether that be by producer commission reports, production reports, or by utilizing the Pr/Br reconciliation in Applied Epic.

Month-End Bank Reconciliation

We will reconcile your bank accounts at the end of each month, ensuring that all transactions are recorded accurately and that all discrepancies are identified and resolved.

Accounting Management Reports

Our team will deliver regular accounting management reports, providing an accurate picture of your agency’s financial health.

Regular Scheduled Meetings

We will schedule regular meetings with your bookkeeper to review progress, discuss any accounting issues, and ensure that all your accounting needs are being met.

Maximize Your Agency's Potential with Kite Technology's
Outsourced Applied Epic Bookkeeping Services

Maximize your agency’s growth potential by outsourcing your bookkeeping tasks to our team of experts. KiteTech’s Agency Consulting team understands that your time and resources are valuable, which is why we provide efficient and cost-effective solutions that allow you to focus on your agency.

By choosing our services, you’ll have peace of mind knowing that your accounting and bookkeeping needs are being handled by a team of professionals with extensive Applied Epic expertise. Our customized solutions are tailored to meet the unique needs of your agency, and we work closely with you to ensure that all your requirements are met.

Benefits of outsourcing your Applied Epic bookkeeping tasks with Kite Technology:

Contact us today to learn how we can eliminate your agency's accounting headaches

Ready to take your Applied Epic agency to the next level? Let our team of professionals handle the complicated and time-consuming bookkeeping tasks, so you can focus on more important areas of your agency operations. Contact us today to learn more about how our Outsourced Applied Epic Outsourced Bookkeeping Services can help you achieve greater efficiency and success.

The Value of Metrics in Achieving Your Business Goals

How do you measure success?

Often, we resort to how we feel about the job we have completed or other subjective goals. If our feelings are positive, then we claim success. The issue is feelings can be fleeting or misleading and goals can be vague and unmeasurable.

One reason many people struggle to mark success is they do not have numbers or metrics attached to their goals. This is not for lack of effort, but often, employees do not know where to start or what questions to ask. There are pieces of your job that will not be numerically gauged, however, if you think creatively, you can almost always find numbers that can tell the story of your success.

SMART Goals

Prior to identifying goals, we first must understand how goals should be written in order to objectively measure success. A common goal-setting concept is called SMART.

S – Specific

M – Measurable

A – Attainable

R – Relevant

T – Time-Sensitive

When we identify a goal that we want to hold for the next quarter we ask ourselves a few questions to ensure our goal is SMART.

Specific: Is this goal specific or vague? Will I be able to know if I completed this goal by the end of the period or will it be left up to “point-of-view?”

Measurable: Can you mark success based on a black-and-white determination? If possible, is there a number associated with your goal?

Attainable: Do you have the resources and time to achieve this goal by the end of the period? Will you be able to fulfill your other duties AND achieve success with this goal?

Relevant: Does this goal warrant the time and resources required for achievement? Will this goal help the company be more successful?

Time-Sensitive: Have you identified a time constraint or is this goal potentially never-ending?

It is important to set goals, but make sure that at the end of the period you are able to objectively claim success. Rather than state a goal of “complete more prospect meetings,” include metrics. For instance, you could say, “by the end of June, I will have completed 18 prospect meetings face-to-face, averaging 6 per month and 1-2 per week.” As long as you have the resources to achieve this goal and the goal will help the company be successful, then this goal is SMART.

What, How, Who?

Now that we understand SMART goals, we turn our attention to 3 important questions everyone should ask when identifying business metrics that will help you achieve your SMART goals:

First, what business metrics should you track?

Second, how often should you track your business metrics?

Third, who is accountable for your business metrics?

What business metrics should I track?

The first and most important piece of managing business metrics is determining the what. It might take some time and tinkering to determine the best set of business metrics. Think about your last review with your supervisor. How did they measure your success? Perhaps you should ask your peers or colleagues how they claim success at work. Are you able to back your quarterly SMART goals into metrics that you track monthly, weekly, or even daily?

Some people identify too many numbers to track and when you are tracking so many different numbers, you lose sight of what is most important. A good rule of thumb is thinking through what 5 numbers you could determine success of your job, department, or company if you happened to take an extended leave of absence.

If you are in the Admin Department perhaps you track average days for accounts receivable, G&A expenses last month, or employee satisfaction through a tool like OfficeVibe. Think how you could back into monthly or weekly goals based on quarterly goals. As we were in our hiring phase last quarter, we knew that for every person we hired we would have to perform 5 HR Interviews. We set a goal of completing 15 HR Interviews by the end of the quarter which was 5 per month and 1-2 per week. We wanted to hire 3 people and by quarter end, we had succeeded.

If you are on the Sales Team, you could track won revenue for the previous quarter or product gross margin percentage last month. You could even get more granular and set a goal to make 50 sales calls per week or schedule 15 business reviews with clients every month.

If Operations, maybe you track client satisfaction from customer surveys, monthly recurring revenue, or reaching a specific response time for client requests.

For me, there are 5 numbers that help me understand the state of our company:

  • Customer Satisfaction (through a feedback tool called SmileBack)
  • Earnings % of Revenue
  • Technical Services Gross Margin %
  • “Prospective” Monthly Recurring Revenue Dollars
  • Monthly Administrative Dollars

You may go through different seasons requiring different metrics. If you are trying to achieve certain SMART goals, it is important to set your metrics based on those goals and create incremental goals to achieve your quarterly and annual goals.

From your numbers you should be able to fill in the gaps so you know exactly where you can improve and where you can celebrate success.

How often should I track my business metrics?

The second piece of tracking metrics is determining your timeline. Different metrics require different timelines. However, if you have a goal that is longer than a week, identify the incremental weekly metrics that will help you achieve your monthly, quarterly, or annual goals.

For instance, if your SMART goal is to land $10,000 of new business revenue within the next quarter, you know that you need to land approximately $3,333 per month, and $770 per week (assuming 13 weeks). Rather than arriving at the end of the quarter only to be surprised that you did not achieve your goal, measuring your goal every week allows you time to finetune your process mid-period.

At KiteTech, we track success through daily dashboards and weekly and monthly scorecards. At our annual planning meeting we identify our SMART goals for the following year. We revisit these goals at quarterly meetings, but our weekly scorecards help us determine whether we are on track to reach our annual goals.

Who is accountable for my business metrics?

The final piece for measuring business metrics is crucial. Patrick Lencioni’s fourth dysfunction in his book, The Five Dysfunctions of a Team, is “avoidance of accountability.” Without accountability, a company has little chance of survival. It is crucial that every business metric has ONE accountable owner.

Business metrics can be team goals, but when the dust settles, the success or failure must be delegated to one team member. As the Controller, I am accountable for multiple metrics, one of which is the Monthly Administrative Expenses. I am ruthless when someone wants to add dollars to my account because I know that I am accountable for every dollar spent. Accountability creates a sense of ownership of your department or task. In a sense, I feel as if I own the Monthly Administrative Expenses.

If you find that you have more than a handful of numbers that you are accountable towards, start to delegate numbers to your team. Earlier I mentioned having 5 numbers. “5” is not a magical number, but it emphasizes that we must limit the quantity of numbers that we track so that we do not become overwhelmed and fail to succeed. If you feel that you have too many strings to pull, you probably need to delegate or be more attentive to the significance of certain numbers over others.

The last piece of accountability is a weekly and monthly check-in process with your team. In your team meetings, everyone should explain whether they are On-Track or Off-Track. We use a tool called BrightGauge that allows us to quickly identify On-Track or Off-Track goals and metrics and enter any notes. We are able to review all weekly team goals in under 10 minutes and often any Off-Track goals lead to To-Dos or Issues that are brought up later in the meeting.

Conclusion

Management consultant, Peter Drucker, once said, “what gets measured gets done.” The antithesis of this is also true, “what is not measured does not get done.” When you are asked about your success are you able to give an objective response? Failure is not for lack of determination or effort but is often the result of poor metrics and incremental management. The next time your team sets goals, think about how those goals can be made SMART. Back those goals into monthly, weekly, and daily metrics and now when you get to the end of the quarter and someone asks if you were successful, you can know whole-heartedly that yes, you found success.

Andrew DiDio

Andrew DiDio

Controller
Kite Technology Group

Applied Epic Accounting Services and Training

Applied Epic Accounting Services and Training

Applied Epic Accounting Services & Training

At KiteTech, our Consulting team’s goal is ensuring that our clients get the most out of their Applied Epic investment. One of the main benefits of implementing Applied Epic as your Agency Management system is that there are many functionalities, either built-in or available as an integrated program, keeping everything in one system and mitigating the need to utilize a non-Applied program.

When it comes to accounting, if you are still using an outside program like Quickbooks, Freshbooks, or Xero, you may want to consider merging your information into your agency management system (see our blog article Transitioning Your Accounting Practices From QuickBooks to Applied Epic on ways to help with this transition). Applied Epic includes many of the same processes that other outside accounting software programs have, and provides better tracking of client, carrier and broker receivables while also providing you with reporting functionalities for paying commissions.

How KiteTech Can Help!

Epic Fresh Start

Accounting Training

Forensic Accounting

Outsourced Bookkeeping

Applied Epic Fresh Start

If you migrated to Epic and found that you stumbled through the Accounting side of things, you may find that you are not getting the most accurate reports; balance may look off, or there may be outstanding Premium Payables that look due that were paid but never reflected in the system. If you have a lot of old data, it may be time for an Epic Fresh Start. We can perform a partial or total fresh start depending on your agency’s needs. We will work with you to determine the best course of action and perform the fresh start to clear out the bad data so that, going forward, you will be able to report on more accurate information.

Applied Epic Accounting Training

Like all areas of Applied Epic, Accounting and General Ledger require training to be able to fully understand and utilize properly. It is imperative to remember that when a Transaction is created against a policy in Epic, the process does not end there – there are multiple other procedures within General Ledger that need to take place to ensure accurate reporting, clean month-end bank reconciliation, and proper tracking of funds to and from your clients and carriers. 

We can provide Accounting training for new accounting employees, when migrating to Epic, refresher training if you have recently optimized your system or updated your workflows, and when fresh start is completed to ensure better habits related to accounting are implemented going forward. Our Accounting training services include:

Applied Epic Forensic Accounting and Cleanup

If your agency has been using Applied Epic accounting and you are finding that your financial reports are not accurate, we can help. By performing an Accounting Forensic Evaluation of your General Ledger account balances, we will identify discrepancies and workflow errors. Following the evaluation, we’ll develop a plan to assist your agency with the cleanup that is required. 

Our Applied Epic Accounting Forensic Evaluation includes:

  • A review of your balance sheet and income statement.
  • Utilization of status of accounts reports to discover issues with general ledger balances.
  • Comparative analysis of your general ledger to your monthly accounting reports.
  • A review of your workflows to identify processes that are negatively affecting your accounting data.
  • Analysis of company, broker, Pr/Br configuration and commission agreements.

Are you concerned about the accuracy and integrity of your Applied Epic accounting records? Our Applied Epic Accounting Forensic Evaluation can help you identify potential issues and ensure that your financial records are accurate and up to date.

Contact us today to schedule your Applied Epic Accounting Forensic Evaluation and ensure the financial integrity of your insurance agency.

 

Outsourced Applied Epic Bookkeeping

If you find that your agency does not have the proper bandwidth when it relates to accounting, you can outsource this position to us! Our consultants can step in to reconcile and record all or partial accounting-related information for you. Our Outsourced Applied Epic Bookkeeping Services are customizable to your agency’s needs and include but are not limited to:

  • Entry of Receipts, Disbursements, and Journal Entries
  • Direct Bill Commission Reconciliation
  • Premium Payable Reconciliation
  • Vendor Payables
  • Producer/Broker Payables
  • Month-End Bank Reconciliation
  • Accounting Management Reports
  • Regular Scheduled Meetings

Click here to learn more about Kite Technology’s Outsourced Applied Epic Bookkeeping Services. Ready to schedule a conversation? Contact us now!

Baltimore IT Services and Technical Consulting

Baltimore IT Services

OUR IT SERVICES for Baltimore Businesses

As an IT Service Provider serving Baltimore businesses for more than 30 years, Kite Technology understands the ever changing technology requirements of businesses today. From the onset, our team invests time to get to KNOW your business and fully understand your processes and workflow needs. As your Trusted Technology Advisor we will provide strategic oversight and consulting to ensure alignment of your technology infrastructure with your organization’s initiatives and goals.

Kite Technology’s comprehensive technology management solution includes onsite and remote help desk support provided by our talented team of technicians and system engineers. Our proactive approach to maintaining and supporting your infrastructure leverages an advanced set of IT tools and processes to deliver maximum performance, reliability and security for your business. Our goal is to optimize your technology for your needs allowing your staff to be more productive and you the ability to focus on your core business.

Key Components of
Kite Technology's Managed IT Services

Kite Technology packages its suite of key IT services into a comprehensive support package specifically designed to proactively manage the technology needs of businesses in the Baltimore and Mid-Atlantic region.

INFRASTRUCTURE MANAGEMENT

 

Proactive maintenance and support of your entire IT infrastructure

 

Security & Compliance

 

A risk-based approach ensures your business is protected and meeting regulatory compliance

 

 

HELP DESK
SUPPORT

 

Skilled problem solvers who understand what’s important to your business

 

Strategic IT
consulting

 

Strategic planning of your technology roadmap for ongoing business success

 

CLOUD
SOLUTIONS

 

Bring unmatched scalability, flexibility, and reliability to your business

 

BACKUP &
DISASTER RECOVERY

 

Protect your business and assets and ensure business continuity when it matters most

 

10 Benefits of Kite Technology's
Managed IT Services

1

Proactive Solutions

2

Security & Compliance

3

Lower Operating Costs

4

Scalability for Growth

5

Strategic Planning

6

Increased Productivity

7

Workforce Mobility

8

Business Continuity

9

Consultative Approach

10

National Presence

Baltimore's 5-Star Google Rating IT Services

The best evidence we can provide of KiteTech delivering on our service promises, is our clients’ willingness to share positive reviews.

If you would like to see what it’s like to experience exceptional client services like described here, please reach out to schedule a conversation. We welcome the opportunity to learn more about your business and how we can help you meet your objectives.

Google Rating
5.0
Based on 149 reviews
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Rachel O.
Rachel O.
16:24 28 Sep 23
John Louque was a great IT guy that was able to help me resolved my computer issue within a timely manner.
Sayword C.
Sayword C.
15:26 11 Sep 23
Had a Fantastic Experience! Very kind and straight forward with directions. Fast and Easy Fix! They did a great job!
Tina W.
Tina W.
13:38 08 Sep 23
“Ed was awesome!”
Cary B.
Cary B.
19:20 05 Sep 23
Edward is AWESOME! He helped configure an app in moments!
Marc B.
Marc B.
14:46 18 Aug 23
Very responsive, they always solve my problems
Shaina W.
Shaina W.
12:30 18 Aug 23
Friendly, and solved the problem.. Thank you Kite!
Marguerite P.
Marguerite P.
15:11 10 Aug 23
Kite folks--every one that I've dealt with--are friendly and knowledgeable. They get the job done!
Lori H.
Lori H.
17:45 21 Jul 23
Thank you for helping with my scan snap. Great job and friendly service
Spencer L.
Spencer L.
14:23 14 Jul 23
We have used Kite Technology for our IT Helpdesk and remote technology support for almost seven years. Kite has taken great care of us (123 employees), which allows me to focus my time on new business instead of IT.
santonis M.
santonis M.
14:05 05 Jul 23
Professional, Knowledgeable, friendly staff. From their Help Desk when we have daily issues, to projects and keeping up w/ technology they handle all of our needs. They also collaborate w/ our vendors that require software to make sure we are secure and ask the right questions. Their staff has layers of knowledge and when planning projects or confronted w/ technical challenges, they make sure they pair us w/ the right tech. They also have after hours/emergency support when issues arise outside of normal work hours. Happy to partner w/ Kite Technology and their Team.
Rachel
Rachel
19:39 19 Jun 23
I've had to call into Kite several times now regarding setting up my equipment and software with a new employer. On each occasion, I really appreciated the responsiveness. There was hardly any downtime before someone was answering my call and remoting into my laptop to find a solution. They even knew about an obscure issue only affecting Lenovo products and gave the fix quickly. All the reps I've spoken with thus far are kind, personable and have a sense of humor.
Dustin B.
Dustin B.
20:01 16 Jun 23
Steven was very kind. Easily explained things so I could understand and resolved my issue quickly.”
Monica I.
Monica I.
14:23 15 Jun 23
Alejandra G.
Alejandra G.
18:29 06 Jun 23
Everyone at Kite is so helpful and patient when calling and asking for help. Love having them just a phone call away
Traci M.
Traci M.
20:25 02 Jun 23
Edward is so kind, efficient and personable!
Jessa D.
Jessa D.
13:30 02 Jun 23
Edward was the star! I called in with a simple MFA issue. He went above and beyond laughing during the wait times when we had to have a conference call. His follow-up was very prompt, and very kind. I never once felt "dumb" for having my tech issue - I felt comfortable and informed for future reference. Very proud to have Kite with our agency to help us for times like yesterday. Thank you again Edward.
Elise S.
Elise S.
15:11 30 May 23
Steven K. with Kite helped out our company TREMENDOUSLY! We were having so many issues because of Microsoft, and Steven worked hard until the issue was resolved. I don't normally leave feedback, but had to for him! Thank you, Steven!!
Garrett T.
Garrett T.
18:37 22 May 23
“Justin, who helped with my issue, made the experience! Super friendly and very helpful!”
Corrina G.
Corrina G.
17:45 22 May 23
The responsiveness, professionalism, and kindness from Kite techs is second to none. The techs understand if we are calling, we can't do our job and need help now not in hours. Every person I've spoken with has been top notch.Thank you Kite for your partnership.
julie S.
julie S.
13:39 01 May 23
Very pleased with Josh, Beth & Allison who have helped me so much when my OS had to be rebuilt.
Tom K.
Tom K.
14:46 19 Apr 23
If you need quality, reliable support with fast response time then you should choose Kite. My highest recommendation and I do not provide those readily. Thank you
John J.
John J.
14:00 19 Apr 23
My tech, Axel, took ownership of my computer, got my Vertafore system up and running on my desktop (laptop already done, also with a great assist from Kite) and set me up. Thanks, Kite!”
Tammy T.
Tammy T.
13:50 19 Apr 23
Nate is extremely helpful & quick to respond!
John L.
John L.
15:54 14 Apr 23
Justin does a great job. thanks.
jagadeesh L.
jagadeesh L.
15:04 04 Apr 23
Lindsey S.
Lindsey S.
12:20 30 Mar 23
Easy and helpful IT!!
Traci M.
Traci M.
19:36 29 Mar 23
Nate was pleasant and very helpful, first thing this morning. Although the problem I have been experiencing has to do with Microsoft Edge, Nate was able to give me a work around so I am able to do what I need.
J. Sean F.
J. Sean F.
14:38 29 Mar 23
Kite Tech Group just coordinated with Document Essentials to install a new Lexmark MFP at my office and a great job was done by all involved! Highly recommend both companies and will continue to partner with them!
Meghan S.
Meghan S.
11:41 23 Mar 23
Kite has been very helpful to our business consulting on EPIC. We are always learning big and small things from them that make a difference. Thank you!
rknapp84
rknapp84
13:53 21 Mar 23
Carol B.
Carol B.
14:02 14 Mar 23
Kite Technology support is so helpful and easy to understand when I must navigate to fix the problem. Love them! They always take the time to help me understand and are so wonderful to work with.
Marco O.
Marco O.
16:01 02 Mar 23
Laura F.
Laura F.
13:05 02 Mar 23
Kite Technology is excellent to work with for providing tools and answers to be productive and efficient.
Emily T.
Emily T.
16:46 22 Feb 23
Mr. Taylor was helpful and friendly, and he got everything quickly and correctly installed. Thank you!
Stacie F.
Stacie F.
15:39 14 Feb 23
Nate was pleasant and helpful. No one wants to have to call for IT help, but he made it a quick and painless experience. My issue was resolved quickly, and I was able to get on with my day. Thanks again!
Olga S.
Olga S.
15:26 14 Feb 23
I was working remotely. I had some trouble connecting to the VPN and I had some other issues. I called Kite Tech spoke with Allison Rutters. She was knowledgeable, very helpful and quick resolving the issue in timely matter. Thank you, Allison!”
Lacey R.
Lacey R.
14:45 14 Feb 23
Nate is AMAZING!! He was super helpful and thorough in explaining the differences in the account types we have as an organization, what the best way to solve our concern would be, and set up the solution for me within 5 minutes! Super friendly, helpful, and just all around a great customer service experience!
Diandra C.
Diandra C.
15:14 24 Jan 23
Kite Tech is prompt, knowledgeable, and friendly. We have a wonderful working relationship with the entire team. They strive to go above and beyond expectations. We are appreciative of the partnership and guidance they provide to our business.
Salikha B.
Salikha B.
14:02 22 Jan 23
Bob B.
Bob B.
21:18 17 Jan 23
Awesome experience with Kite Technology they were very patient and helpful!
Diversified I.
Diversified I.
14:14 06 Jan 23
Steven got my request answered, solved, and informed me on what was causing it and where to fix it going forward super quickly.
carissa F.
carissa F.
17:23 16 Dec 22
Everyone at Kite Tech is very helpful and pleasant. Issues, requests and question have always been resolved and answered in a timely manner. I appreciate the great service they supply to myself and the company I work for.
April J.
April J.
20:22 08 Dec 22
Nate always goes above & beyond for Haughn & Associates. Great customer service & very good at what he does! Thank you nate!
Erik O.
Erik O.
22:06 29 Nov 22
The team at Kite is fantastic! They are quick to respond and very knowledgeable.
Colleen C.
Colleen C.
18:53 23 Nov 22
Kim L.
Kim L.
14:18 21 Nov 22
Steven was super helpful and got me connected to the VPN this morning! Thank you!
Kerri R.
Kerri R.
15:39 11 Nov 22
Patient and very helpful - I can't imagine helping folks remotely with tech troubleshooting, but they do it with ease.
Katie H.
Katie H.
18:10 10 Nov 22
I've worked with Kite Technologies for the last 4 years and they have been great! Always responsive and solutions oriented.I love working with Steven! Not only does he always resolve my issue, he makes great conversation while helping me!
Darlene H.
Darlene H.
16:06 10 Nov 22
Nate was fast and efficient. He resolved all of the technical issues in a professional and friendly way. Thank you, Nate!!
Sharie H.
Sharie H.
18:47 09 Nov 22
Hbz Z.
Hbz Z.
13:44 01 Nov 22
KiteTech is responsive, knowledgeable and continue to go the extra mile with a difficult issue.
April A.
April A.
13:17 01 Nov 22
Beth was so helpful this morning, and even went so far to send me instructions for how to fix the problem on my own next time so I didn't have to bug Kite. Thank you so much for a friendly and helpful voice first thing on a Monday morning.
Phyllis S.
Phyllis S.
17:17 31 Oct 22
The techs at Kite Technology are professional, knowledgeable, pleasant and very patient. They almost always can take care of your problem or question immediately and efficiently. If more research is needed or it must be turned over to someone with different expertise, you can count on them to follow through. I’m always amazed by their expertise and wide knowledge base. They follow up every service call with an email to be sure the reason for the call is resolved. They are like a well oiled machine. It is evident that Kite Technology hires the best people and knows how to deliver truly exceptional service.
vicky G.
vicky G.
13:09 28 Oct 22
Nathan was so kind, quick and helpful! Really appreciated his help this morning in resolving my problem. Thank you!
Brianna S.
Brianna S.
14:00 24 Oct 22
They are so quick to fix things every time I have a technical Issue. I absolutely recommend to anyone or company looking for fabulous tech support !!!!!!
Tia C.
Tia C.
14:08 12 Oct 22
“Nathan was quick to find the problem and walk me through what needed to be done. Joked that something so small can cause such a big problem. I was able to get back to work within a few minutes. Kudos to Kite for knowing the system!”
Blaine C.
Blaine C.
13:48 12 Oct 22
All Techs are ALWAYS enthusiastic to solve even the most mundane issues, and ALWAYS display a brilliant combination of Patience, Understanding, and Knowledge and have never thrown their hands up in surrender-- they try and try until the issue is resolved!
Laura S.
Laura S.
13:39 12 Oct 22
Very helpful and I'm so happy that he was able to help me without someone having to call me back!”
Lugina C.
Lugina C.
13:39 12 Oct 22
I use the Kite Technology Group for work. Every time I call them, they are quick to fix my issue and very thorough. The Agents you speak with are always very helpful and make sure you understand what you need before letting you go. Special thanks to Justin for helping me set up my Grammarly last week. He was awesome and even went through the tutorial with me.
Titus O.
Titus O.
13:57 29 Sep 22
Nathan was patient and helpful while communicating very clearly to solve my problem.
Lisa N.
Lisa N.
16:01 28 Sep 22
Deema M.
Deema M.
19:04 26 Sep 22
Fast and professional IT help. Totally recommend.
Debbie M.
Debbie M.
18:13 21 Sep 22
Nate at Kite-Tech did an excellent job resolving my issue. I have always had superior service from all the Kite-Tech employees and would highly recommend them.
Justin W.
Justin W.
18:13 16 Sep 22
Bill S.
Bill S.
21:41 15 Sep 22
Sara A.
Sara A.
16:41 09 Sep 22
Request was handled same day & Beth communicated via email once complete. Professional & knowledgeable staff.
Inday T.
Inday T.
14:55 07 Sep 22
Shane was very patient with me. I had to make several phone calls to him and each time he was very pleasant. Thank you!
Joan K.
Joan K.
16:35 05 Aug 22
Kite Technology is very responsive and so easy to work with. Once again, Nate was able to resolve my issue in a matter of minutes!
Brittany S.
Brittany S.
18:41 29 Jul 22
Kite is always so very helpful. Beth was extremely helpful and friendly when my computer unexpectedly froze. She fixed my issue immediately!
Jennifer R.
Jennifer R.
18:03 26 Jul 22
We've been working with Kite for a few years now and the service has been great! When I submit a service ticket, the response time is usually within a few hours and everyone is very helpful at resolving issues quickly.
Amanda N.
Amanda N.
15:07 15 Jul 22
Kite Tech is always extremely helpful, and able to solve our technical needs efficiently. Their staff is very friendly! Special thank you to Justin for helping me get relogged into my computer so quickly!
Shelby M.
Shelby M.
20:29 07 Jul 22
Kite provides the highest quality IT service in resolving matters quickly and in a friendly manner!! Thank you so much Beth and Ryan!
Matt S.
Matt S.
18:38 15 Jun 22
Gene G.
Gene G.
12:00 10 Jun 22
Michele S.
Michele S.
13:08 07 Jun 22
Everyone here is so personable and professional. Anytime I have an issue, no matter how big or how small, they respond immediately. My problems are investigated thoroughly and resolved quickly and efficiently. They even take the extra step to follow up making sure everything is working smoothly after the fact. A real customer service-oriented team that is always friendly and helpful!I had another, more recent issue and Christian was very helpful and assisted me in many issues all on one call. He was very pleasant to work with
Jannes R.
Jannes R.
18:32 31 May 22
The Technician, Nate, was so kind, helpful and patient .. He was able to figure out the problem in a timely manner. This service helps me so much!Thank you again!
Megan E.
Megan E.
19:43 09 May 22
I have always had a great experience dealing with Kite Tech. Their employees are helpful, knowledgeable, friendly, and prompt when addressing any IT issues. I highly recommend using them as you will not be disappointed.
Susan S.
Susan S.
14:06 06 May 22
Stephanie was extremely patient and helpful in updating my Acrobat, as I was having corrupted files. She also updated my home page. Very patient, polite and professional.
Carrie W.
Carrie W.
17:01 29 Apr 22
Always a pleasure working with the staff at Kite Technology! They are professional, knowledgeable and always provide a quick resolution. Highly recommended!
Amy O.
Amy O.
16:48 08 Apr 22
Helen C.
Helen C.
20:00 07 Apr 22
Kim B.
Kim B.
16:56 01 Apr 22
Quick service, friendly and professional technician. Overall, a great experience.
James B.
James B.
17:27 28 Mar 22
Great service from Christian, who coached me through the process of adding my work E-mail to my new Cell at 6:00 PM. It could not have been any easier or handled better. I work remotely 100% of the time so I am totally dependent on Kite and they come through with flying colors every time in an extremely professional and friendly manner, it's like speaking with your friend!! Thanks Kite Tech!!
Chris R.
Chris R.
12:14 24 Mar 22
Patti D.
Patti D.
17:59 15 Mar 22
I have worked with Kite Tech Group for over 25 years. They are extremely knowledgeable, professional & personable. I would recommend them highly.
Nancy B.
Nancy B.
23:13 11 Mar 22
Called in & Beth was able to fix my computer issue in a matter of minutes. l was very impressed!
James S.
James S.
17:42 08 Mar 22
Sandra B.
Sandra B.
01:58 26 Feb 22
Jean C.
Jean C.
18:43 25 Feb 22
When excellent service is received, I enjoy letting others know. Our church recently had Ryan Cole spend a good part of the day helping us with some problems. Unfortunately for Ryan, one issue turned into about five more requests for help. Fortunately for us, Ryan never acted like it was too much trouble. What a gem Kite has with Ryan. This is not the first time I have interacted with him, and his attitude and helpfulness are consistently the same. Good job, Ryan!!
Inday T.
Inday T.
18:16 25 Feb 22
Christian was very patient and went the extra mile to make sure my computer was up and functioning properly. Thanks so much!!
Karen B.
Karen B.
17:57 25 Feb 22
Kite Tech is always Quick, Reliable and immediately get the problem resolved in no time so that I can get back to my work. They are always very Professional, courteous and take the time to listen and help you at your most crucial moments. If the Technician cannot resolve the issue right away, they let you know they have to escalate the issue to someone higher up with the knowledge needed to correct the problem. I have never had a Tech Team as great as they are or as efficient. I absolutely love them.
Jessica D.
Jessica D.
17:54 25 Feb 22
Shane was super helpful and quick to resolve my issue! He was also very nice. Thanks Shane!
Liz H.
Liz H.
17:50 25 Feb 22
Friendly, helpful and was able to get my problems resolved in a reasonable amount of time. Christian, did a great job!
Bernie L.
Bernie L.
11:55 22 Feb 22
Kite is a great IT company, we use them in our office. They always resolve our issues in a timely manner. Wouldn’t hesitate to recommend them to others.
Becky A.
Becky A.
15:26 15 Feb 22
Kite Technology was the best decision that our agency has ever made. We went from so many open loop holes to now being secure and working smoothly. Kite Tech is very knowledgeable with top of the line implementation, service, and call representatives.
Malinda D.
Malinda D.
02:42 12 Feb 22
Beth was amazing! She turned my work computer from a brick to full access in just a few moments. Couldn't have been nicer or faster. Got me back to work in no time.
samantha A.
samantha A.
20:37 11 Feb 22
Kite Technology Computer Wizards waving magical wands fixing tech issues are greatly appreciated! Thanks for making the troubleshooting less troublesome!!!
Kay H.
Kay H.
13:37 07 Feb 22
Kite Technology is a very good company to have when you are having IT issues.There workers are so patient and very knowledgeble.
Dawn J.
Dawn J.
13:26 07 Feb 22
“Christian got back to me, diagnosed, and resolved the issue quickly. It's always a pleasure to work with the staff at Kite. They are quite knowledgeable and always polite and professional.”
Eric F.
Eric F.
17:59 18 Mar 23
Next Reviewsjs_loader

Experience Extraordinary Client Service

Here at KiteTechnology we pride ourselves in delivering extraordinary client services. This means we do the little things, as well as the big things, that blow people away. We strive to create the kind of experiences that leave clients wanting to tell their friends. We know that there is no greater way to earn Trusted Advisor status than to steadfastly act in our clients’ best interest.​

We are proud of consistently having a Best-In-Class Customer Satisfaction Score.

Baltimore Technical Consulting Services

windows

Microsoft 365 Consulting

As Microsoft continues to expand the features and services included in its Microsoft 365 subscriptions, we find customers are missing out on leveraging these features to drive value to their business. It’s our mission and purpose to help your business realize that value and to grow your bottom line by taking advantage of the functionality available to you.

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Apple Consulting

Kite Technology is proud to participate in the Apple Consultants Network. Apple Consultants are specially trained to help you identify, set up and use Apple technology to help transform the way your business works. We use this expertise to help organizations in a variety of industries identify the best Apple technology for their business needs and assist them in deployment and maintenance over the lifecycle of the solution.

DISCOVER HOW WE CAN HELP YOUR BUSINESS THRIVE

 
Ready to speak with an IT professional? Give us a call!
Supporting over 3600 users
Supporting over 4000 users
Serving organizations coast to coast
Serving organizations coast to coast
More than 28 years experience
More than 30 years' experience

Apple Consulting

Apple Consulting

Transform the way your business works with Apple Technology

APPLE CONSULTING

Kite Technology is proud to participate in the Apple Consultants Network. Apple Consultants are specially trained to help you identify, set up and use Apple technology to help transform the way your business works. We use this expertise to help organizations in a variety of industries identify the best Apple technology for their business needs and assist them in deployment and maintenance over the lifecycle of the solution.

Contact us today to learn how we can help your business leverage Apple Technology. 

Apple Consulting Engagements

Apple Systems Deployment

We can assist your business with any size deployment for macOS, iOS and iPadOS.

Apple Security and Backup

Ongoing monitoring and management against malware and viruses along with backup of data on devices.

Apple Mobile Device Management

Looking to manage multiple company devices? We can assist with a secured managed deployment of both macOS, iOS and iPadOS. We have secured devices for nonprofits, education and healthcare.

Apple Device Procurement

We can assist in initial purchase of Apple hardware and setup of Apple Store Portal for easy purchasing of future equipment.

What our clients say

Kite Technology Group was a savior to me and my business. We recently converted to a new electronic medical record, and as part of the process, we moved documentation for nursing assistants from paper to iPads. Being new to the Apple Consultant Network, I contacted several companies based on my zip code and struggled locating a consultant not only with the experience to support mobile products but also a consultant who was responsive and committed to this project. Adam and Kite Technologies went above and beyond to ensure that we were able to roll out 25+ iPads on a mobile device management platform in less than 2 weeks. With high expectations, Adam responded quickly, developed a plan and implemented that plan faster than I expected. Finding who makes you comfortable and teaches you at the same time is very difficult. During the implementation process, Adam provided a guiding hand that made the transition easy and comfortable. I would highly recommend Kite and Adam to anyone looking for Mac and/or iOS support.

St. Elizabeth Nursing & Rehab Center

Baltimore, MD

Applied Epic Consulting Resources

Applied Epic Consulting Resources

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

your Applied Epic journey

Helping you get the most from Applied Epic

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

Free eBook: Applied Epic Reports to Drive Your Agency's Performance

Applied Epic comes with numerous reports that can provide your agency with valuable insights and information to help you make informed decisions, improve operations, and increase profitability.

This ebook is a compilation of our Applied Epic reports blog series. We hope that this will serve as a valuable reference to help you better understand the different Epic reports and how they can be beneficial to your agency.

Reports discussed include:

  • Account Reports
  • Activity Reports
  • General Ledger Reports
  • Interface Reports
  • Management Reports
  • Opportunities Reports
  • Policy Reports
  • Transaction Reports

Download eBook

 

Consulting Corner Webisodes

Our Consulting Corner videos are meant to provide you with a lot of value in a short amount of time. Usually lasting no more than 10 minutes, we’ll share Applied Epic news, tips, and best practices to help you improve your Applied Epic utilization and boost your productivity. 

On-Demand Applied Epic Webinars

Missed one of our Applied Epic 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 YouTube Channel.

Applied Epic Sales Automation

Sales Automation and Opportunities in Applied Epic

In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. Our next webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.

WED, OCT 18 | 2 PM ET

Watch Now »
TARTS Webinar

Supercharge Your Employees’ Performance in Applied Epic with Targeted Auditing and Refresher Training Sessions

To stay ahead in today’s fast-paced insurance industry, it’s essential to ensure that your team has the necessary skills and knowledge to consistently utilize Applied Epic effectively. This webinar is designed to equip you with practical insights on how to enhance your employees’ performance in Applied Epic by implementing targeted auditing and refresher training sessions. We’ll not only cover the “why’ and the “how” of conducting internal audits but also discuss how to utilize the data you collect to develop training programs that boost your employees’ proficiency in Applied Epic.

Recorded on August 23, 2023

Watch Now »
Accounting Small Group Consult Thumbnail

Applied Epic Accounting: Exclusive Small Group Virtual Consultations

The Kite Technology Agency Consulting team is thrilled to offer you the opportunity to join a small group consultation focused on Applied Epic accounting. This session will provide you with the valuable opportunity to enhance your accounting skills and maximize the value of your agency’s Epic financial data.

Join us and learn how to transform your accounting practices and unlock the full potential of Applied Epic for your organization’s financial success.

3 Sessions available in August 2023

Watch Now »

Agency Bill Transactions in Applied Epic

This session is a continuation of our previous webinar: A Front-End User’s Guide to Transactions in Applied Epic. In this presentation we’ll provide a more in-depth look at the different types of transactions that you can make at the policy level and we’ll provide additional information related to entering Agency bill transactions from the policy screen.

This webinar will be beneficial for servicing staff or anyone new to Applied Epic accounting. The session can also serve as a resource for management and training staff.

Recorded on December 15, 2022

Watch Now »
Working Smarter in Epic

Working Smarter and Faster in Applied Epic

Whether you just started working in Applied Epic or you’ve been using it for a while now, there is always room to improve how efficiently you use the system. Over the years, our Agency Consulting team has acquired lots of valuable Applied Epic tips and tricks that can help you work smarter and get more work done in less time.

Hosted by Kellie Halfpap and Jenny Honican, Agency Consultants at KiteTech, this webinar will be great for anyone that would like to learn how to improve their efficiency in Applied Epic.

Recorded on October 19, 2022

Watch Now »
Transactions in Applied Epic

A Front-End User’s Guide to Transactions in Applied Epic

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covered the basics of Applied Epic’s accounting functionality to help your users be more efficient. You’ll also learn how transactions in Applied Epic affect accounting to make reporting easier and more valuable. Lauren reviews important fields that need to be entered correctly and how to read the Transaction screen to efficiently find answers to your accounting questions.

Recorded on September 22, 2022

Watch Now »
applied epic renewals manager

Implementing Applied Epic’s Renewals Manager in Your Agency

Renewals Manager gives 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 Director of Agency Consulting, Lauren Roberts, this webinar covers how your agency can benefit from using Renewals Manager and how you can get started using it to better manage renewals in your agency.

Recorded on February 16, 2022.

Watch Now »
hands holding tablet with graphs

Advanced Reporting in Applied Epic

Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency’s processes, workflow adherence, and data integrity.
​During this session, we go beyond the basics and share how you can use Applied Epic’s advanced reporting capabilities to audit your agency’s processes and maximize your operational efficiency.

Recorded on March 2, 2021

Watch Now »

Applied Epic Downloads

We know just how much insurance agents love a good handout so this section is for you! Our Applied Epic Consulting team is committed to sharing valuable handouts that you can download and share with other members of your team. Looking for something specific? Be sure to reach out to us and let us know what handouts you would like us to share! 

 

Preparing for your Applied Epic Conversion

We know that migrating to a new agency management system can feel daunting and that a poorly executed migration could cost you and your agency time and money.

To learn more about preparing for your Applied Epic conversion be sure to download our infographic. It includes recommendations for data cleanup and our top tips for a successful conversion.

Sample Workflow Diagram: Cancel Insured Request

This flowchart is an example of what the entire workflow looks like from start to finish when a client requests that their policy be canceled. For experienced Epic users, this can serve as a reminder if they have not done the workflow in a while. But for the newcomer, it makes the Epic steps easier to understand because now you have the why behind all the different clicks on the policy screen

Applied Epic Consulting Blog

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

CONTACT US TODAY FOR A COMPLIMENTARY CONSULTATION

 

Discover how we can help your agency thrive!

Our Agency Consulting team is passionate about helping insurance agencies get the most from their Applied Epic investment! If your agency could benefit from additional training or support to fully utilize your Applied Epic system, take advantage of our complimentary consultation to find out more about how we can help!

Examples of Consulting Engagements we offer:

We look forward to learning more about your agency and are eager for the opportunity to help you use Applied Epic to it’s fullest potential!

Areas Served

industries & AREAS SERVED

Local IT Provider, National Presence

Kite Technology’s headquarters are based in Baltimore, Maryland, but our employees and clients extend far beyond the east coast and mid-Atlantic regions. When we first got started 30 years ago, we focused on providing IT services to local business clients only. Since then, we’ve expanded our service area to include organizations across the United States. As our service area has grown, so has the quality and type of technology services we can offer our clients. 

Kite Technology’s client base includes a large variety of industries including independent insurance agencies, non-profit organizations, retail establishments, construction firms, and professional service organizations. 

Some of the most common industries we serve include:

accounting firm icon

ACCOUNTING
FIRMS

propertymanagment

PROPERTY MANAGEMENT
COMPANY

construction icon

CONSTRUCTION
COMPANIES

“Kite Technology is a valued member of the Junior Achievement team. Their outstanding level or knowledge and customer service keeps all of our technology needs running smoothly. Kite’s expertise and willingness to go above and beyond related to our IT needs allows our staff to remain focused on our core competencies and reach more students with our curriculum.”

We Work With Independent Insurance Agencies Across the U.S.

In 1996, we started serving independent insurance agencies. Over the years we’ve grown from a local IT provider to working with agencies nationwide. Our team, services and expertise have grown alongside our client base. We seek out engineers with insurance backgrounds and carefully monitor and research regulations to keep clients compliant.

In addition to managed IT services, we offer insurance consulting to help you maximize your investment in your agency management system.

Our Insurance Consulting Services Include:

“Once again Kite shines! Everyone I spoke to today was knowledgeable and informative. Daniel made sure I was back up and running before hanging up. Thanks Daniel and to all the awesome techs at Kite. Kite sincerely provide a valuable service and I really appreciate all the hard work, persistence and diligence.”

Kite Technology's IT Services

InfraManagement

Infrastructure Management

When your network is down, your team isn’t working. Proactive network management from Kite decreases downtime and reduces IT frustrations. Learn more here.
securityCompliance

Security & Compliance

Security and compliance are intertwined. Our comprehensive, multi-layered approach to ensure our clients are protected and compliant. Here’s how.

helpdesksupport

Help Desk Support

Kite Technology’s US-based skilled help desk technicians are ready to resolve your IT issues, work with your vendors and provide 24/7 support. Get IT help when you need it.
strategicconsulting

Strategic Consulting

Access the strategic insights, services and support your business needs to drive performance and leverage technology for future growth.​ Leverage our expertise.
cloudSolution

Cloud Solutions

Creating an optimized, flexible, reliable work environment is possible. Partner with Kite Technology to architect your ideal scalable cloud solution.

backupDisasterRecovery

Backup & Disaster Recovery

If you only have one copy of your data, your entire organization can be wiped out in an instant. Protect yourself with a Backup Disaster & Recovery plan.

Have a Question About Our Services and Areas we Operate?

Contact us online or give us a call: 855-290-5483. Our team is happy to answer any questions you have and learn more about your organization.

Training for Applied Epic Users

tRAINING FOR APPLIED EPIC USERS

TRAINING FOR APPLIED EPIC USERS

Migration Training

Implementation of a new agency management system like Applied Epic is stressful. The amount of information and initial training can overwhelm even your best employees. Given this, many agencies find that providing additional training after Applied Epic activation is extremely beneficial. We recommend providing additional training 4-6 months after activation when your staff has had a chance to acclimate to the new system but may not be working as efficiently as they could be. Workflow training done after activation results in better retention and increased productivity.

Optimization Training

If your agency has been using Applied Epic for some time and you’re ready to optimize and standardize workflows for your agency, you will also need to provide employee training. This is vital to ensuring that your employees understand what’s new and updated in your system. It’s important for employees to understand how to properly use the system based on your workflows so that they work efficiently and enter information accurately into your Epic database.

Applied Epic Training for New Hires

Effectively training your new employees on Applied Epic is vital to your agency’s continued success but difficult to accomplish if you don’t have training resources. If you don’t have an in-house trainer or the bandwidth to train internally, we can help! We specialize in training new agency employees how to use the Applied Epic system and will train them to follow your agency’s procedures and workflows. Whether it’s an account manager or accounting administrator, our consulting team can provide the appropriate Applied Epic training they’ll need to be successful in their new role. We accomplish this by taking the time to learn your current workflows, procedures and setup in order to provide your new employee with the tools they’ll need to work efficiently within your Applied Epic system.

How Kite Technology Can Help

Kite Technology’s agency consulting team can provide onsite and remote employee training to meet your agency’s needs whether you’re new to Epic, optimizing your workflows or just have a new employee to train.

Consulting engagements for training your Applied Epic users can focus on a combination of topics including but not limited to:

– Standardized Workflows
– Advanced Reporting
– Working Efficiently in Epic
– Basic Accounting for Administration and Front-End Users
– Quicker Activity and Attachment Filtering Using the Access Icon and Search Functions
– System Configuration and Administration

For additional information about how we can help your agency be more successful by providing Applied Epic training for your users, please complete the form and tell us how we can help. 

KiteTech Helps Independent Insurance Agency Migrate to Epic and Train Their Employees

An insurance agency in Maryland came to us for employee training because they were thinking about doing an Applied Systems Epic migration but didn’t want to disrupt the day-to-day activities of their staff who were long-time TAM users. Although they wanted the flexibility and automation that was possible with Epic, they knew they needed help retraining employees on this new system.

We came in to configure their system and spent several days working closely with staff on functionality and configurations. We helped them learn how to work from the policy screen’s service summary rows and showed them how using “Access” and “Search” features could help streamline their day-to-day tasks.

While on-site, we assisted with writing workflows and ensured that employees could test them with us present so we could offer guidance.

Soon, the agency’s team realized Applied Epic was absolutely the right choice for their business. We helped them pick up work that had been started in TAM and needed to be finished in Epic. The possibilities for control and automation will allow their business to grow and expand while still offering personalized care and attention to every customer.

HUNT VALLEY, MARYLAND

 

Insurance Consulting

Take Your Applied Epic Utilization to a New Level

Applied Epic Consulting

Whether you’re in the process of migrating to Applied Epic or have been using it for years, our comprehensive Applied Epic Consulting Services are designed to propel your insurance agency to new heights of success. We work hand-in-hand with agencies across the country to maximize their investment in Applied Epic by implementing best practices and providing top-notch training.

Our team of seasoned Applied Epic experts can help your agency optimize your system, standardize workflows, create custom reports, and much more. Let us help you streamline your operations, enhance efficiency, and drive growth with our tailored solutions. Contact us today to schedule a consultation and take the first step towards unlocking the full potential of Applied Epic for your agency.

Learn about Kite Technology's Applied Epic Consulting Services

Hear from Lauren Roberts, Director of Agency Consulting at Kite Technology about our passion for helping agencies across the county get the most from their Applied Epic investment.

Learn more about the types of Applied Epic consulting engagements we have available and how we can help your agency improve productivity by using your Epic system more effectively. 

If you have any questions, please don’t hesitate to reach out to start the conversation. We look forward to learning more about your agency and how we can help you meet your business objectives.

Our Applied Epic Consulting Team: Passionate, Driven, and Committed to Your Agency's Success

lauren tripp

LAUREN ROBERTS

Director of Agency Consulting
Kellie Uhlhorn

KELLIE HALFPAP

Agency Consultant
Jenny Honican

JENNY HONICAN

Agency Consultant
Laura Whaley

Laura Whaley

Agency Consultant
Buffy Headshot (1)

Buffy Johnson

Agency Consultant
Laura Fisher

Laura Fisher

Agency Consultant
HOW KITE TECHNOLOGY IMPLEMENTED COST-SAVING WORKFLOW DEVELOPMENT WITH
APPLIED EPIC
HOW KITE TECHNOLOGY IMPLEMENTED COST-SAVING
WORKFLOW DEVELOPMENT WITH APPLIED EPIC

Migrating to a new agency management system and implementing cost-saving workflows is rarely efficient at first. That’s what one of our insurance agency clients in Florida discovered when they came to us for assistance and advice in configuring and optimizing their new Epic database.

To minimize downtime and boost productivity, the agency’s staff needed to quickly learn the functionality of their system. We worked closely with them to develop workflows customized to the needs of their agency, so they could manage everything from existing customer relationships to new sales opportunities.

Once these workflows were created, we completed employee training on how to work within their system and ensured it was configured properly from day one. Every feature, from the system configuration to report automation, functioned to save their team time and boost operational efficiency.

As they began selling, their team knew they could continue to rely on us to offer personalized insurance consulting and technology expertise to their team.

BOCA RATON, FLORIDA

DISCOVER HOW WE CAN HELP YOUR AGENCY THRIVE

 
Ready to speak with an IT professional? Give us a call!
Supporting over 3600 users
Supporting over 4,000 users
Serving organizations coast to coast
Serving organizations coast to coast
More than 28 years experience
More than 30 years' experience

Download Infographic

Applied Epic Conversion Infographic

If you’re planning an Applied Epic conversion in the near future or in the middle of one now, check out our tips and best practices to help your conversion go smoother.

Preparing for your
Applied Epic Conversion

 

Download Sample Worfklow

Sample Workflow Diagram

Sample Workflow: Cancel Insured Request

 
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.