New FTC Safeguards Rule: What Insurance Agencies Need To Know
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.
Jason Gobbel
July 24, 2023
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.
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
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.
Review this Clutch case study to learn about a Pennsylvania insurance agency’s experience working with Kite Technology for Managed IT Services.
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
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,
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
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
KiteTech Webinar Recording Growing your Insurance Agency with Microsoft 365 You can watch the on-demand webinar below at any time https://youtu.be/M5VpwZETluw Kite Technology’s Managed IT
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
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.
If you are among the many agencies utilizing the Applied Epic platform, do you know there are a myriad of configurations and uses that you
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
Since starting Kite Technology more than 28 years ago, I’ve spoken with many insurance agency owners. Over the past years, people have increasingly asked questions
Meeting compliance is often burdensome for insurance agencies. Requirements constantly change, and many are technical – like making alterations to ensure your server and configurations
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
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.
