Kite Technology's Blog

TECH INSIGHTS

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

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.

Onboarding New Employees in Your Insurance Agency with AMS360

Now that you are welcoming a new team member, there are several things you can do to make sure they become more comfortable using AMS360 during their onboarding process. In addition to teaching them your agency’s own documented best practices and workflows, Vertafore and NetVU (The Network of Vertafore Users) have some great resources to help with the setup and learning process.

Protecting Your Business from Cyber Attacks Using Microsoft Multi-Factor Authentication

We have recently seen an uptick in threat actor activities designed specifically to thwart current and existing Multi-Factor Authentication security. While most have come in the way of email phishing campaigns, some have come in the form of phone calls to our Help Desk (known as “vishing”).

Understanding AI and How it Can Benefit Your Business Operations

It is very exciting to be alive in a time where we can start to use AI to do automated tasks in business operations! However, AI is still relatively new to the business place to be used in this manner, and as such our experience to guide your business decisions around this are limited.

How to Streamline Your New Employee Onboarding with Applied Epic

Hiring a new employee is a significant undertaking, but the work doesn't end once they join. The process of employee onboarding includes both the process of familiarizing your employees with your organization as well as managing the necessary administrative tasks. In this post, we share how Applied Epic can help you better manage your new employee onboarding process.

Decoding Applied Epic Accounting: Your Comprehensive Glossary

Applied Epic's accounting features introduce a range of terms that may vary from traditional accounting vocabularies or those in other agency management systems. To assist, we've provided a list of commonly used words and phrases in Applied Epic as they relate to various accounting workflows.
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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
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 →
AMS360

Onboarding New Employees in Your Insurance Agency with AMS360

Now that you are welcoming a new team member, there are several things you can do to make sure they become more comfortable using AMS360 ...
Read More →
General

Protecting Your Business from Cyber Attacks Using Microsoft Multi-Factor Authentication

We have recently seen an uptick in threat actor activities designed specifically to thwart current and existing Multi-Factor Authentication security. While most have come in ...
Read More →
General

Understanding AI and How it Can Benefit Your Business Operations

It is very exciting to be alive in a time where we can start to use AI to do automated tasks in business operations! However, ...
Read More →
How to Streamline Your New Employee Onboarding with Applied Epic
Applied Epic

How to Streamline Your New Employee Onboarding with Applied Epic

Hiring a new employee is a significant undertaking, but the work doesn't end once they join. The process of employee onboarding includes both the process ...
Read More →
Applied Epic

Decoding Applied Epic Accounting: Your Comprehensive Glossary

Applied Epic's accounting features introduce a range of terms that may vary from traditional accounting vocabularies or those in other agency management systems. To assist, ...
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.