Take Your Agency Performance to a New Level

INSURANCE CONSULTING

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.

CONSULTING SERVICES

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Applied Epic Migrations

Poor migrations cause lost productivity as well as frustration for your employees and customers. Detailed planning is the key to a smooth transition and our team is here for you. Kite Technology’s experts lead you through the migration process, properly configuring your system from day one. To further reduce lost productivity and maximize your investment, we provide process training for your team.

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Applied Epic Optimization

Surprises are an inevitable part of migrations to Applied Epic, but lengthy disruptions are avoidable. Work with our consulting team to mitigate the pain in the short run. Our goal is to configure Epic so it works the way you want it to after a migration and you can recognize the benefits of your investment much more quickly. As part of the optimization service, we'll effectively address any issues, review and develop workflows and audit data.

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Auditing Services

Audits can improve data accuracy, reveal compliance gaps, prevent errors and omissions and standardize workflows. They’re powerful, but most independent insurance agencies don’t have time to regularly conduct audits. Our customizable insurance audit service unlocks the benefits without adding to your team’s workload. Before running an audit, we learn about your agency’s values, processes and objectives. We’ll review results with you and discuss how to use the findings to reduce issues and become more efficient.

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Employee Training

The crush of information agencies need to process when new management systems are adopted can quickly overwhelm even your best employees. Additional training prevents stressful situations and shows your team how to best harness the features of your agency management system. Follow-up training sessions refresh everyone’s skills and are a chance to discover better, more productive ways of working.

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INSURANCE CONSULTING TEAM

Aurora Burg
AURORA BURG, CIC, CPCU
Director- Agency Consulting

Aurora Burg has over 30 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 CPCU (Chartered Property Casualty Underwriter) and CIC (Certified Insurance Consultant) designations. Aurora graduated from Lehigh University with a B.S. in Marketing. Areas of expertise include Epic migration and utilization, workflow efficiency, reports, marketing and quoting accounts, group benefits and sales automation. Aurora can often be found sharing her Applied Epic expertise at Applied Client Network Meetings across the country.

Lauren Tripp
LAUREN TRIPP
Senior Agency Consulting

Lauren Tripp began her insurance career as a licensed agent, working in both benefits and commercial lines and gaining extensive knowledge of differing workflows. Her varied background prepared her for a successful transition to administration and accounting. She quickly became an expert in agency accounting and support functions. Lauren played an integral role in her agency’s migration from Applied TAM to Epic and she maintains a deep knowledge of both systems. As Senior Agency Consultant, she leads projects for Applied Epic optimization, provides employee training and workflow development, performs data and procedural audits and assists with Applied Epic migrations. Lauren also actively presents at national and regional Applied Client Network meetings.

Kellie Uhlhorn
KELLIE UHLHORN
Agency Consultant

Kellie has held various roles in the insurance industry for the last 6 years. She received her Property & Casualty Insurance license and ACSR (Accredited Customer Service Representative) designation while working in commercial lines, gaining knowledge in Applied Epic before joining the Kite Tech Consulting team. As an Agency Consultant, Kellie's primary role is helping our clients achieve and maintain agency efficiency and productivity through Data and Procedural auditing. She also assists with workflow development, commission entry and data testing as well as providing support to other Consulting Team projects where needed.

Well-run independent insurance agencies deploy processes to maximize their agency management systems. Contact us to see how we can help take your agency to the next level. 855-290-5483.

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HOW KITE TECHNOLOGY DEVELOPED COST-SAVING WORKFLOWS 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 trained their team 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

DISCOVER HOW WE CAN HELP

YOUR AGENCY THRIVE

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Supporting over 3600 users
Serving agencies coast to coast
More than 100 years of combined industry experience
More than 28 years' experience serving insurance agencies
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© 2020 - Kite Technology Group

10989 Red Run Blvd, Suite 209, Owings Mills, MD 21117

Corporate Headquarters

10989 Red Run Blvd, Suite 208

Owings Mills, MD 21117

855-290-5483 / engage@kitetechgroup.com