AMS360 Resources

Workflow and user audits play a pivotal role in optimizing efficiency and maintaining accuracy within your AMS360 system. By conducting these audits, agencies can improve operational efficiency and deliver better client service.

Join us for our next webinar hosted by KiteTech’s Senior AMS360 Consultant Michael Trouillon as he shares how your agency can leverage workflow and user audits in AMS360 to gain valuable insights.

THURSDAY, JULY 13 | 2:30 PM ET

Many insurance agencies have yet to take advantage of a powerful tool that’s part of their AMS360 system – My Expiring Policies & Renewal List Tool. These tools give your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Hosted by KiteTech’s Senior AMS360 Consultant, Michael Trouillon, this webinar will provide tips for configuring and implementing My Expiring Policies & Renewal List Tool in your agency.

Recorded on May 24, 2023

Whether you’ve been using AMS360 for years or your agency just recently migrated, there is always room to improve and grow your skills. In our next webinar we’ll provide valuable strategies to help you maximize your productivity in AMS360. From automating routine tasks to improving data entry and leveraging the latest features, we’ll be sharing expert advice for how you can get more done in less time.

Recorded on April 19, 2023