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.
A strong AMS360 foundation starts with the right setup and consistent processes. Learn the essential elements every agency needs to improve efficiency, maintain clean data,
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
Among the many questions our Help Desk fields every day, there are some that we answer more frequently than others. Here are the top 5
Microsoft offers two different versions of its generative AI, Copilot: Copilot Chat and the premium Copilot for Microsoft 365 apps. Learn what each version offers
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.
Did you know Microsoft Excel offers many pre-built Templates to help you get started with a project quickly and easily? Learn where to find the
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
With Windows 10 reaching End of Support on October 14, 2025, businesses need to make the switch to Windows 11. From security, support, and new
Looking for information about Applied Epic Dashboards relevant to Producers and Sales Managers? This blog covers relevant dashboards and their features.
Windows AI-enabled PCs and Copilot+ devices are set for a 2025 debut. Here’s what your business should know about these devices and how to prepare.
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
There’s always a new trick to learn in Microsoft Teams. Read through 11 Microsoft Teams meeting tricks to help your meetings go smoother and be
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
Switching from one Managed Service Provider to another has a significant business impact. Here are 4 pitfalls to avoid for a smooth transition.
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
Conflict is inevitable in any team unit. Let’s discuss what happens when you avoid conflict, as well as the role that trust plays for healthy
Having a work culture rich with recognition is incredibly valuable. Let’s talk about why that is, who should give it, and how to infuse it
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
Discover how Microsoft OneNote transformed a colorfully chaotic desk into a digital utopia. Learn how OneNote can revolutionize your productivity.
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.
KiteTech Webinar Recording Accelerate your Microsoft 365 Adoption You can watch the on-demand webinar below at any time Our Microsoft Consulting team is eager to
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
The New Microsoft Teams offers significant enhancements and new features for streamlined collaboration. Upgrading is easy and quick. Learn what you need to know in
Windows 10 End of Life arrives October 14, 2025. While that may seem far away, your business should have a plan for your workstations and
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
The KiteTech Client Experience team conducts Periodic Business Reviews (PBRs) with each of our Managed Services clients. In this article, we provide insights to help
Running into performance issues on your laptop? We’ve noticed an unusual quirk with newer Intel CPUs. Check out our tips for fixing this with Windows’
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
Microsoft Windows has helpful keyboard shortcuts to make you more productive. In this article, we summarize the most common Windows 10 and 11 shortcuts.
No matter what type of fiscal period your agency operates by, year-end procedures should be performed in Applied Epic for accounting. This process should be
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
Aiming for self-development in your insurance career? Whether you’re aiming to boost your agency’s efficiency or master new features, hone your AMS360 skills with fantastic
When it comes to communicating effectively with your team, your choice of words is just the tip of the iceberg. In this post, we discuss
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
If you are involved in the hiring process, you know how difficult it can be to attract good talent. For this reason, it is absolutely
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
We have recently seen an uptick in threat actor activities designed specifically to thwart current and existing Multi-Factor Authentication security. While most have come in
It is very exciting to be alive in a time where we can start to use AI to do automated tasks in business operations! However,
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,
As a team leader, it is crucial to proactively seek ways to connect with your members. Establishing robust and consistent connections can lead to happier,
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
AMS360 CONSULTING NOW AVAILABLE! Expert Insights to Drive Your Agency’s Success AMS360 ASSESSMENT Whether your agency just migrated to AMS360 or you have been using
Encouraging your team to provide their input is critical to coming up with the best and most creative solutions in your business. Learn how to
Learn how performing general ledger account reconciliations in Applied Epic ensure accurate financial records and improve data integrity.
Greg DiDio, KiteTech’s CEO, shares his thoughts on his experience using ChatGPT. Read his story and suggestions for how we should approach ChatGPT.
Work-related stress can have a huge impact on your overall well-being. Use these 8 strategies to manage your work-related stress more effectively.
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
AMS360 CONSULTING NOW AVAILABLE! Achieve Compliance, Accuracy, and Efficiency AMS360 AUDITING Kite Technology offers comprehensive AMS360 auditing services to help agencies ensure compliance, maximize accuracy,
Microsoft Forms is a app included with your Microsoft 365 subscription that gives users the ability to collect information from their customers or employees. In
As a leader, you have a vision for your team, which includes what you want to achieve, where you want to be, and the path
AMS360 CONSULTING NOW AVAILABLE! Expert Guidance to Boost Efficiency OPTIMIZATION SERVICES Are you ready to take your insurance agency to new heights? Look no further!
AMS360 CONSULTING NOW AVAILABLE! Onboard Your Employees with Confidence AMS360 & IMAGERIGHT TRAINING Training your agency’s new employees to use AMS360 and ImageRight effectively can
Streamline Your AMS360 AMS360 MIGRATION SERVICES & SUPPORT Migrating to a new system can be a daunting process, especially when it comes to something as
AMS360 CONSULTING NOW AVAILABLE! Improve Your Insurance Agency’s Performance With AMS360 CONSULTING Here at Kite Technology Group, we’re pleased to offer a comprehensive range of
To better protect your agency’s data from malicious actors, learn 7 best practices for effectively managing security groups in Applied Epic.
We’re excited to share that Kite Technology Group was spotlighted as one of Baltimore’s top recommended and reviewed IT service providers of 2023! Read more
Here are four essential elements of the business technology assessment process that you should expect of a new IT Service Provider, or your existing one,
It is with great pride we announce that Adam Atwell, Cloud Solutions Architect at Kite Technology Group has been awarded as a Microsoft Most Valuable
As you may have recently heard, LastPass (a popular password management software used by millions and recommended by KiteTech) was the recent target of a
As the world around us becomes increasingly digital, it has never been more crucial to know the threats that we face and how to avoid
Just as quickly as it came, 2022 is coming to an end, which means it is time to think about how we want next year
Check out what the KiteTech team thinks would be awesome technology gifts for your family and friends–or even yourself–in 2022!
As we near the conclusion of our Applied Epic Reports Series, this article will highlight the last section of Reports – Transaction Reports. Utilizing transaction
Review this Clutch case study to learn about a Pennsylvania insurance agency’s experience working with Kite Technology for Managed IT Services.
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,
To understand how to best recognize and avoid phishing attacks, it’s helpful to first understand exactly what phishing is and why it’s a serious threat.
So far in our Digital Hygiene Series, we have focused on keeping your systems neat and orderly. However, the most important part of digital hygiene
Having a reliable phone system is essential to conducting business. Gain more insights into how a cloud business phone system could work for your business.
Improve team collaboration and the quality of your documents with Microsoft’s Share and Comments features. Review its features in this blog.
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
Digital hygiene doesn’t just apply to your computer. It’s also important for your mobile devices. Follow these five recommendations concerning your phones and tablets to
Microsoft is retiring Basic Authentication in favor of more advanced security measures. Explore what this means for you and your business in this blog.
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
An independent insurance agency using AMS360 and located in San Fransisco, California hired Kite Technology Group for managed IT services. They handle the server, provide
Email is an invaluable tool for both personal and professional communication. Still, an excessive volume of emails can accumulate in your inbox, making it difficult
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
If you have any experience working with a horribly messy file cabinet room, you know how important it is to practice good hygiene when storing
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
Over the past several years, cybersecurity awareness has become much more prevalent in mainstream media, and for a good reason. In this article, I want
We all love working on a brand-new computer because it is fast and responsive. However, over time, our new computers seem to slow down until
Done right, your insurance agency’s website can help you make a fantastic first impression before you even talk to a prospect. In today’s guest post,
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
Sometimes you don’t know what you don’t know. There are so many tools available that could improve your workflows, so we’ve gathered some of our
The world is filled to the brim with technology. Our day-to-day consists of constantly logging in and out of devices, applications, and websites. However, the
When you hit the market to find a good IT Service Provider, you will immediately realize two things. One, there is no shortage of IT
A topic that frequently comes up in our leadership meetings is how do we ensure our employees feel connected with their teammates. We want to
Your email signature is an integral part of business operations and branding. Having a high-quality design that includes important information can significantly improve how professional
Delivering extraordinary client service is a truly noble pursuit and the cornerstone of every successful business. It is certainly more art than science, but I
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
Scheduling meetings with multiple participants at a time that suits everyone can be a real challenge. FindTime is a Microsoft add-in that you can install
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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.
