Why is Kite Technology the right IT provider for your insurance agency?

Serving over one hundred independent insurance agencies, Kite Technology knows exactly what it takes to keep your technology working for you.

  • Does your current provider understand how agencies operate?
  • Are they experienced in supporting your agency management system?  
  • Can they appreciate how important it is to have real-time ratings and company downloads reliably working?
  • Do they understand the unique requirements of carrier websites?
  • Are they experts on agency best practices when it comes to scanning, producer mobility, and remote access?

Number of Insurance Agencies Served

With over thirty years focused on independent insurance agencies, KiteTech has demonstrated an unmatched commitment to providing solutions fine-tuned to the needs of prospering insurance agencies. Several KiteTech employees have employment experience in mid-size agencies in various licensed roles including accounting, sales, customer service, and management. KiteTech even has a dedicated Help Desk exclusively for supporting the technology needs of the agencies we work with.  To learn more about what our Managed IT Support includes, please take a look at our Services.

Contact us to find out why agencies from New York to California depend on KiteTech for all of their technology needs.

Agency Consulting Services

As an independent insurance agency, it’s critical that you are getting the most out of your agency management system. KiteTech’s consultants can help you implement best practices and maximize your agency management investment. Well run agencies invariably deploy processes that get the most from their agency management system.

Kite Technology’s experts can help improve your processes whether you:

  • Need help with your legacy agency management system
  • Are planning to deploy a new agency management system
  • Are looking to take your performace to a new level with a recently deployed agency management system

TAM Utilization

Kite Technology’s experts can review your TAM practices to expose inefficiencies and anomalies that affect your productivity and service quality. Our consultants can provide recommendations and training to help you get the most out of your TAM system. TAM improvements today will leave you better prepared if and when you migrate to a new system later.

Epic Migration and Utilization

The process of migrating to Epic is a complicated multistep process that has the potential to go smoothly or poorly. A poor migration process can cause lost productivity as well as employee and customer frustration. Excellent planning led by experienced resources is the key to a smooth migration. Kite Technology’s experts can lead you through the process to ensure that your agency is well prepared.

We Can:

  • Help you make the right fundamental configuration decisions to ensure your system is properly secured and you are able to access the information necessary to manage your agency effectively
  • Provide process training that goes beyond EPIC functionality emphasizing how your agency should operate to get the most from your new system.
  • Identify and resolve the inevitable issues that arise after migration. Despite the best planning, a change of this magnitude invariably includes unexpected “surprises”. While a move to Epic is a wise one in the long run, Kite Technology Group can help mitigate the pain in the short run by effectively addressing any surprises that crop up. The result is that you recognize the benefits of your investment much more quickly.

Employee Training

Kite Technology can provide onsite training on topics related to your agency management system such as utilization, workflows, best practices, reporting, etc. If you are migrating to Epic, our consultants can complement and reinforce the training provided by Applied Systems

Introducing KiteTech’s

Engagement Manager:  Aurora Burg, CPCU, CIC

Aurora Burg has over 20 years experience in the insurance industry. Her background includes consulting, training, sales, marketing, management, underwriting, and claims. Aurora has held various leadership positions within the Applied Client Network where most recently she served on the Board of Directors.  She is a licensed P&C agent and has earned her CPCU (Chartered Property Casualty Underwriter) and CIC (Certified Insurance Consultant) designations. Aurora graduated from Lehigh University with a BS in Marketing.

Areas of expertise include: Epic migration and utilization, workflow efficiency, reports, marketing and quoting accounts, group benefits, and sales automation.

Aurora has made a tremendous impact on our agency’s migration to Epic! Her experience working for both Applied Systems as well as in a leadership role at a large EPIC agency, has provided her an unmatched perspective on our migration challenges. Aurora instinctively knows the issues we will encounter and has prepared us well to tackle them head on. She has reduced much of the stress our staff was feeling as the migration approached. Aurora guided us in making wise decisions and avoiding common irreversible errors that agencies make when planning a migration to Epic. The decision to work with Aurora during the planning process has been the right one for our agency and has made all the difference!

Richard Davis

The Insurance Center

Aurora’s expertise with Applied Epic and her knowledge of its functionality is absolutely incredible! She has improved the entire attitude of our team toward Epic. Aurora’s involvement has relieved our initial frustration with the migration from TAM. Our staff now recognizes that the migration was a worthy investment of our time and effort. Aurora’s experience working for years in an Epic agency gives her an impressive ability to conceptualize how Epic should be customized to fit our agency needs. Her talent and contribution to our success is beyond anything we have received from other consultants.

Steve Hartlaub

Weber Agency

Contact us today to find out how we can help your agency run like a Champion!