Whether you want to better leverage your agency management system or migrate to a new platform, our consulting services are designed to take your insurance agency's performance to a new level. For more than 28 years, we’ve partnered with agencies across the country to define policies, implement best practices and help them gain true value from their agency management systems. We’re a local business with a national presence. Our team of technology and insurance experts frequently work remotely with agencies, providing support and insurance IT consulting.
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