Your agency can squeeze more value from AMS360’s Active Clients Report. Uncover how this report can help you review customer records, validate policy information, and
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
Is your agency ready to start identifying and resolving data issues earlier? Think auditing in AMS360! Read through this blog to learn key reports to
Spring is a natural time to reset. If workflows feel clunky, reports lack clarity, or backlogs continue to build, it may be time to refine
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
Downloads in AMS360 can save insurance agencies time by automating data transfers for carrier documents. So how do you start using this feature in AMS360?
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
Duplicate customer records can create reporting issues, accounting discrepancies, and workflow challenges in AMS360. This article explains why duplicates occur, how to prevent them, and
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
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
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
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
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
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
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
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
Is your insurance agency required to be in compliance with the new FTC Safeguards Rule? Learn what’s involved and if it applies to you.
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
To better protect your agency’s data from malicious actors, learn 7 best practices for effectively managing security groups in Applied Epic.
In this final installment of our Reports series, this article will highlight more Transaction reports that are most effective for agency management and daily operations.
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
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
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,
Cyber Liability Policy Requirementsare Changing. Is Your Business Prepared? What your business needs to know About New Cyber Insurance Requirements Cyber crime is now one
When it comes to the General Ledger section of Applied Epic, we find that there tends to be numerous accounting workflows that agencies do not
We have learned over the years that to stay competitive, agencies need to keep up with these changes. Here’s my list of the top four
Whether you are working from home or are back in the office, creating and maintaining a proper routine is vital for a successful workday. How
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
There is no question that having high-quality IT support gives your business tremendous advantages. Technology touches almost every facet of your organization. As such, you
Though attending Applied Net in person offers a much more interactive approach to the conference, the best part about it being virtual is the fact
When selecting an IT service provider there’s a lot to consider. You want to trust your business to a tech company that can keep your
Insurance agencies have an abundance of daily responsibilities on their plates so it can be challenging to delegate the time for crucial operational tasks such
One of the many benefits of being an Applied Epic user is the number of integrated platforms developed to enhance your Epic experience and boost
As you look ahead into 2021, you may be wondering if there are specific procedures you should be implementing to set your insurance agency up
Did your agency just migrate to Applied Epic, or is in the process of migrating now? Regardless of the platform you are migrating from, transitioning
Many insurance agencies across the country are still dealing with remote work challenges. Agencies are struggling to hold virtual meetings, collaborate effectively and share documents.
The Download feature in Applied Epic is one that can automate tasks and create efficiencies in multiple areas: policy applications, transactions, activities, attachments, for example.
Like most companies, your agency’s staff has probably been working from home or coming to the office intermittently for the past few months. Moving and
Applied Epic’s advanced customization can be tricky for the everyday user to put into practice. Especially when you don’t have the time to sit through
Many agencies we work with have questions about how to use SharePoint and their agency management system together to increase efficiency. For example, during a
With the new release of Applied Epic 2020 coming your way soon, there are a multitude of new features and improvements that will better optimize
Like everyone else, we here at KiteTech have experienced swift and unprecedented changes in our lives. In mid-March we emptied our offices and headed home
Meeting compliance is often burdensome for insurance agencies. Requirements constantly change, and many are technical – like making alterations to ensure your server and configurations
Change is inevitable. With the rapidly growing and ever-changing field of technology, many businesses are finding it difficult to keep up which is putting them
We’re going to let you in on a secret. For years, we’ve applied the NIST Cybersecurity Framework in our work to secure clients’ networks. We’ve
Do you keep encountering the same problems in your agency? Do your producers, managers, and CSRs feel stressed with little to show for their effort?
Maybe your insurance agency has used Applied Epic for quite some time or maybe you just migrated to it recently. No matter how long you’ve
As an IT professional, I constantly stress the importance of training staff how to recognize security threats. The response I most often receive is “We
Hacking is big business. It’s been estimated that cybercrime will cost the global economy $600 billion this year[i]. While some attacks will happen behind the
Let’s face it; it’s time to replace your workstation. You come into work one day, and a brand-new PC is at your desk. It’s likely
In my last article, I provided advice on how healthy, operationally mature agencies should be investing their IT spend to achieve high performance. In this
Working with scores of small and mid-size insurance agencies over the last twelve years has given me an interesting vantage point to compare agencies. I
When asked about telecommuting, the practice of allowing employees to work from home, many agency owners may acknowledge the benefits but will more frequently focus
My first job after college was as an engineer at an electric utility company. When I had been there a couple of years, I remember
The shift from premise-based to cloud-based technology is well underway. In fact, it’s likely that your agency already has adopted cloud solutions in one form
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
