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outsourced applied epic bookkeeping

Expert Outsourced Applied Epic Bookkeeping Services for Your Insurance Agency

Are you struggling to keep up with the demands of accounting in your agency? Kite Technology can help! Our Agency Consulting team has bookkeepers on staff with expertise in Applied Epic, ready to provide customized solutions that meet your agency’s needs. 

We understand that every insurance agency is unique and has specific accounting needs. Our expert team takes a custom approach to outsourcing and will develop a plan that meets your agency’s specific accounting requirements. We will also implement our KiteTech Best Practices to ensure that you get the best possible service.

With our outsourced bookkeeping services, you’ll have a dedicated KiteTech bookkeeping team member who will be focused on all of your agency’s accounting needs. 

Do you have concerns about the accuracy of your agency’s current accounting data? We can also provide forensic accounting and cleanup services to help agencies achieve accuracy in their financial reporting.

We provide a comprehensive range of bookkeeping services, for Applied Epic agencies, including but not limited to:

Entry of Receipts, Disbursements, and Journal Entries

We will handle the accurate and timely entry of all bank transactions, which is vital to your agency’s accounting data and report integrity.

Direct Bill Commission Reconciliation

We will ensure that your direct bill commissions are accurately recorded and reconciled to your financial records, including manual recording, importing, and direct bill commission download processing. 

Premium Payable Reconciliation

We will reconcile your agency bill invoices and statements, ensuring that all transactions are paid on time and recorded in Applied Epic. This ensures that your premium payable reports are balanced to your financial records.

Vendor Payables

We will manage your vendor payables, ensuring that all bills are paid accurately and on time, ensuring that expenses are appropriately allocated.

Producer/Broker Payables

We will provide a method for producer and broker payables whether that be by producer commission reports, production reports, or by utilizing the Pr/Br reconciliation in Applied Epic.

Month-End Bank Reconciliation

We will reconcile your bank accounts at the end of each month, ensuring that all transactions are recorded accurately and that all discrepancies are identified and resolved.

Accounting Management Reports

Our team will deliver regular accounting management reports, providing an accurate picture of your agency’s financial health.

Regular Scheduled Meetings

We will schedule regular meetings with your bookkeeper to review progress, discuss any accounting issues, and ensure that all your accounting needs are being met.

Maximize Your Agency's Potential with Kite Technology's
Outsourced Applied Epic Bookkeeping Services

Maximize your agency’s growth potential by outsourcing your bookkeeping tasks to our team of experts. KiteTech’s Agency Consulting team understands that your time and resources are valuable, which is why we provide efficient and cost-effective solutions that allow you to focus on your agency.

By choosing our services, you’ll have peace of mind knowing that your accounting and bookkeeping needs are being handled by a team of professionals with extensive Applied Epic expertise. Our customized solutions are tailored to meet the unique needs of your agency, and we work closely with you to ensure that all your requirements are met.

Benefits of outsourcing your Applied Epic bookkeeping tasks with Kite Technology:

Contact us today to learn how we can eliminate your agency's accounting headaches

Ready to take your Applied Epic agency to the next level? Let our team of professionals handle the complicated and time-consuming bookkeeping tasks, so you can focus on more important areas of your agency operations. Contact us today to learn more about how our Outsourced Applied Epic Outsourced Bookkeeping Services can help you achieve greater efficiency and success.

adam atwell

Adam Atwell

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.