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Practical guidance on business technology, security, and AI to help you stay productive and protected. We also provide expertise on agency management systems like Applied Epic and AMS360 so you can get the most value from the tools you rely on every day.

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Getting to Know the Benefits Overview Screen in Applied Epic

The Benefits Overview screen is a centralized area of Applied Epic for anyone servicing Employee Benefits accounts. This blog will walk you through what you can find in this screen and what each element means.
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The Keys to Effective AMS360 Administration: Setting Your Agency Up for Success

Effective AMS360 administration is essential to keeping your agency efficient, organized, and positioned for long-term success. Learn the key elements of successful administration, why many agencies struggle, and the options available to ensure your AMS360 environment stays healthy and up to date.
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Active Client Reports in AMS360: What You Need to Know

Your agency can squeeze more value from AMS360's Active Clients Report. Uncover how this report can help you review customer records, validate policy information, and identify data inconsistencies. You'll also learn common issues that this report helps uncover.
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Accounting in Applied Epic: Frequently Asked Questions

Got questions about Accounting in Applied Epic? This blog has answers! Check out this blog for the most frequently asked questions about Applied Epic Accounting.
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Activities and Attachments in Applied Epic: Frequently Asked Questions

Got questions about Activities and Attachments in Applied Epic? This blog has answers! Activities and Attachments are key to helping your agency create clear audit trails, reduce missed steps, and avoid E&O claims.
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Let’s Talk Auditing in AMS360 and the Core Reports to Run

Is your agency ready to start identifying and resolving data issues earlier? Think auditing in AMS360! Read through this blog to learn key reports to support auditing and best practices for approaching auditing to keep clean data in AMS360.
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A Spring Reset for Your AMS360 System

Spring is a natural time to reset. If workflows feel clunky, reports lack clarity, or backlogs continue to build, it may be time to refine how your agency uses AMS360. The S.P.R.I.N.G. framework provides a practical structure for strengthening setup, processes, reporting, and overall performance.
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Bookkeeping in Applied Epic: Do’s and Don’ts for Accurate Reporting

Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do's and don'ts in Applied Epic for best practices to help teams stay organized, reconciled, and in control.
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The CLEAR-Q Method: How to Build AI GPTs and Copilot Agents that Don’t Go Off the Rails

CLEAR-Q is a practical framework for writing system prompts or agent instructions for your AI GPT or Copilot Agent. This blog breaks down this framework and walks you through an example.
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The Importance of Bank Reconciliation in Applied Epic

In this blog, explore what bank reconciliation is in Applied Epic, how to do it, why you should reconcile, and tips for helping your agency better track financials, client balances, and carrier payables.
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Strategies for Success with AMS360 Downloads

Downloads in AMS360 can save insurance agencies time by automating data transfers for carrier documents. So how do you start using this feature in AMS360? This blog explains how, as well as provides key tips on using Downloads to their fullest potential.
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Is It Safe to Use Public Wi-Fi? 4 Things You Should Know Before You Connect

As convenient as public Wi-Fi networks are on the go, these networks come with significant security risks. Here are 4 things you should know before you connect to a public Wi-Fi.
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  • AMS360
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Applied Epic Benefits Overview Screen
Applied Epic

Getting to Know the Benefits Overview Screen in Applied Epic

July 27, 2026 No Comments
The Benefits Overview screen is a centralized area of Applied Epic for anyone servicing Employee Benefits accounts. This blog will walk you through what you ...
Read More →
Insurance Profession providing AMS360 Administration
AMS360

The Keys to Effective AMS360 Administration: Setting Your Agency Up for Success

July 27, 2026 No Comments
Effective AMS360 administration is essential to keeping your agency efficient, organized, and positioned for long-term success. Learn the key elements of successful administration, why many ...
Read More →
AMS360 Active Client Report
AMS360

Active Client Reports in AMS360: What You Need to Know

June 10, 2026 No Comments
Your agency can squeeze more value from AMS360's Active Clients Report. Uncover how this report can help you review customer records, validate policy information, and ...
Read More →
Applied Epic Accounting FAQ
Applied Epic

Accounting in Applied Epic: Frequently Asked Questions

June 8, 2026 No Comments
Got questions about Accounting in Applied Epic? This blog has answers! Check out this blog for the most frequently asked questions about Applied Epic Accounting.
Read More →
Applied Epic Attachments and Activities
Applied Epic

Activities and Attachments in Applied Epic: Frequently Asked Questions

April 30, 2026 No Comments
Got questions about Activities and Attachments in Applied Epic? This blog has answers! Activities and Attachments are key to helping your agency create clear audit ...
Read More →
Let's Talk About Auditing in AMS360
AMS360

Let’s Talk Auditing in AMS360 and the Core Reports to Run

March 30, 2026 No Comments
Is your agency ready to start identifying and resolving data issues earlier? Think auditing in AMS360! Read through this blog to learn key reports to ...
Read More →
Spring Reset for your AMS360 System - KiteTech
AMS360

A Spring Reset for Your AMS360 System

February 20, 2026 No Comments
Spring is a natural time to reset. If workflows feel clunky, reports lack clarity, or backlogs continue to build, it may be time to refine ...
Read More →
Do's and Don'ts for Bookkeeping in Applied Epic
Applied Epic

Bookkeeping in Applied Epic: Do’s and Don’ts for Accurate Reporting

February 16, 2026 No Comments
Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do's and don'ts in Applied Epic ...
Read More →
KiteTech - CLEAR-Q Framework Blog
AI

The CLEAR-Q Method: How to Build AI GPTs and Copilot Agents that Don’t Go Off the Rails

January 26, 2026 No Comments
CLEAR-Q is a practical framework for writing system prompts or agent instructions for your AI GPT or Copilot Agent. This blog breaks down this framework and walks ...
Read More →
The Importance of Bank Reconciliation in Applied Epic
Applied Epic

The Importance of Bank Reconciliation in Applied Epic

January 24, 2026 No Comments
In this blog, explore what bank reconciliation is in Applied Epic, how to do it, why you should reconcile, and tips for helping your agency ...
Read More →
Strategies for Success with AMS360 Downloads
AMS360

Strategies for Success with AMS360 Downloads

January 15, 2026 No Comments
Downloads in AMS360 can save insurance agencies time by automating data transfers for carrier documents. So how do you start using this feature in AMS360? ...
Read More →
What to Know Before You Connect to Public WiFi
General

Is It Safe to Use Public Wi-Fi? 4 Things You Should Know Before You Connect

December 18, 2025 No Comments
As convenient as public Wi-Fi networks are on the go, these networks come with significant security risks. Here are 4 things you should know before ...
Read More →
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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. 

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