Kite Technology's Blog

TECH INSIGHTS

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

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 to help increase revenue and reduce acquisition costs.

What to Expect in a 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 you get the most out of your PBRs.

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' Power Plans.

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 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.

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.

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 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.

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 Epic Browser and how they can simplify and enhance your experience.

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 resources that are available to you.

Unlocking Effective Communication: The Power of Tone and Body Language

When it comes to communicating effectively with your team, your choice of words is just the tip of the iceberg. In this post, we discuss the roles that tone and body language play in conveying messages with impact. Discover how mastering these non-verbal cues can take your communication skills to a whole new level.

Understanding Applied Epic Terminology: A User-Friendly Glossary

Building on our previous Applied Epic Accounting Glossary blog, we're now diving into a more general glossary of terms. We've put together this list to help clear up some confusing terms and answer common questions that often puzzle Epic users. While it's not an exhaustive list, we hope this glossary can serve as a valuable resource designed to address those elusive terms found within Applied Epic.

Data-Driven Performance Reviews: How Applied Epic Reports Can Help

It's that time of year when agency management teams are working on performance reviews for their teams. If your agency uses Applied Epic, you are fortunate to have access to a wide range of customizable reports that provide valuable data about employee performance.

4 Keys to Effectively Onboarding a New Employee

If you are involved in the hiring process, you know how difficult it can be to attract good talent. For this reason, it is absolutely essential that you do everything in your power to retain the good team members when you find them.
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All
  • All
  • AMS360
  • Applied Epic
  • Business Strategy
  • Case Study
  • Company Culture
  • Consulting
  • General
  • Guest Blog Post
  • Insurance
  • Leadership
  • Microsoft 365
  • Microsoft 365 Webinar
  • Productivity
  • Security
  • Tech Tips
  • Tech Trends
  • Upcoming
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 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 →
Effective communication between people
Company Culture

Unlocking Effective Communication: The Power of Tone and Body Language

When it comes to communicating effectively with your team, your choice of words is just the tip of the iceberg. In this post, we discuss ...
Read More →
Applied Epic

Understanding Applied Epic Terminology: A User-Friendly Glossary

Building on our previous Applied Epic Accounting Glossary blog, we're now diving into a more general glossary of terms. We've put together this list to ...
Read More →
Women professionals in performance review
Applied Epic

Data-Driven Performance Reviews: How Applied Epic Reports Can Help

It's that time of year when agency management teams are working on performance reviews for their teams. If your agency uses Applied Epic, you are ...
Read More →
Company Culture

4 Keys to Effectively Onboarding a New Employee

If you are involved in the hiring process, you know how difficult it can be to attract good talent. For this reason, it is absolutely ...
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.