Kite Technology's Blog

TECH INSIGHTS

Kite Technology’s blog features helpful articles about tech tips, security, business strategy and leadership. 

A variety of Agency Billing scenarios exist in Applied Epic, and each come with their own discrepancies that can arise. Learn how to overcome these discrepancies and create a better cohesiveness between servicing and accounting.
Migrating to Applied Epic can elevate your insurance agency’s operations, but it’s no small feat to accomplish. Here we explore what to expect through the process and why your mindset is so important for success.
The New Microsoft Teams offers significant enhancements and new features for streamlined collaboration. Upgrading is easy and quick. Learn what you need to know in our latest blog.
Windows 10 End of Life arrives October 14, 2025. While that may seem far away, your business should have a plan for your workstations and the switch to Windows 11.
Why is retention important? It costs much more to attract new clients than keep current clients. Learn how to measure your retention in Applied Epic to help increase revenue and reduce acquisition costs.
The KiteTech Client Experience team conducts Periodic Business Reviews (PBRs) with each of our Managed Services clients. In this article, we provide insights to help you get the most out of your PBRs.
Running into performance issues on your laptop? We've noticed an unusual quirk with newer Intel CPUs. Check out our tips for fixing this with Windows' Power Plans.
A major advantage of having an agency management system like Applied Epic is that you can wield reports for evaluation, decision making, identifying problems, and much more. One of the most powerful tools in your arsenal is the Book of Business report. To squeeze the most out of this report, let’s dig into the Book of Business report process.
Microsoft Windows has helpful keyboard shortcuts to make you more productive. In this article, we summarize the most common Windows 10 and 11 shortcuts.
No matter what type of fiscal period your agency operates by, year-end procedures should be performed in Applied Epic for accounting. This process should be done once you've ensured all items for that year are recorded and all adjustments have been made. This blog explains why running year-end in Applied Epic is important, how to do it, and what to expect after the process is done.
Are you still torn between using Applied Epic on your Desktop vs your Browser? This blog continues our exploration of the new features of Applied Epic Browser and how they can simplify and enhance your experience.
Aiming for self-development in your insurance career? Whether you're aiming to boost your agency's efficiency or master new features, hone your AMS360 skills with fantastic resources that are available to you.
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  • All
  • AMS360
  • Applied Epic
  • Business Strategy
  • Case Study
  • Company Culture
  • Consulting
  • General
  • Guest Blog Post
  • Insurance
  • Leadership
  • Microsoft 365
  • Microsoft 365 Webinar
  • Productivity
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  • Tech Tips
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  • Upcoming
Applied Epic Agency Billing
Applied Epic

Applied Epic Agency Billing: Common Discrepancies and How to Address Them

A variety of Agency Billing scenarios exist in Applied Epic, and each come with their own discrepancies that can arise. Learn how to overcome these ...
Read More →
Applied Epic

Why Your Mindset Matters for an Applied Epic Migration (Plus What to Expect)

Migrating to Applied Epic can elevate your insurance agency’s operations, but it’s no small feat to accomplish. Here we explore what to expect through the ...
Read More →
New Microsoft Teams
General

Discover the Power of New Microsoft Teams: A Game-Changer for Productivity

The New Microsoft Teams offers significant enhancements and new features for streamlined collaboration. Upgrading is easy and quick. Learn what you need to know in ...
Read More →
Windows 10 End of Life on October 14th, 2025
Business Strategy

Windows 10 End of Life Is Approaching – Are Your Ready for Windows 11?

Windows 10 End of Life arrives October 14, 2025. While that may seem far away, your business should have a plan for your workstations and ...
Read More →
Retaining Clients
Applied Epic

Mastering Applied Epic’s Retention Report and Why It’s Essential for Insurance Agencies

Why is retention important? It costs much more to attract new clients than keep current clients. Learn how to measure your retention in Applied Epic ...
Read More →
Periodic Business Review with team
Company Culture

What to Expect in a Managed IT Services Periodic Business Review (PBR)

The KiteTech Client Experience team conducts Periodic Business Reviews (PBRs) with each of our Managed Services clients. In this article, we provide insights to help ...
Read More →
Computer battery power
General

Modern Intel CPU Power Settings: What’s Best?

Running into performance issues on your laptop? We've noticed an unusual quirk with newer Intel CPUs. Check out our tips for fixing this with Windows' ...
Read More →
Working on Book of Business in Applied Epic
Applied Epic

Book of Business Report: A How-To Guide for Running this Essential Applied Epic Report

A major advantage of having an agency management system like Applied Epic is that you can wield reports for evaluation, decision making, identifying problems, and ...
Read More →
Keyboard Shortcuts
General

22 Must-Know Windows Keyboard Shortcuts 

Microsoft Windows has helpful keyboard shortcuts to make you more productive. In this article, we summarize the most common Windows 10 and 11 shortcuts.
Read More →
Applied Epic User Closing Year-End
Applied Epic

Closing the Year in Applied Epic: Why It’s Important and How to Do It

No matter what type of fiscal period your agency operates by, year-end procedures should be performed in Applied Epic for accounting. This process should be ...
Read More →
Insurance agent using Applied Epic Browser
Applied Epic

Why Should I Switch to the Applied Epic Browser?

Are you still torn between using Applied Epic on your Desktop vs your Browser? This blog continues our exploration of the new features of Applied ...
Read More →
AMS360 Resources
AMS360

Resources to Help You on Your AMS360 Journey

Aiming for self-development in your insurance career? Whether you're aiming to boost your agency's efficiency or master new features, hone your AMS360 skills with fantastic ...
Read More →
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.