Webinar Library

KITE TECHNOLOGY WEBINARS

At KiteTech, we’re committed to sharing valuable content and resources to help you improve your productivity and help you better leverage the technology your business has adopted. Our team of experts enjoy sharing the latest in technology innovation, business strategies, and Applied Epic best practices.

Be sure to keep an eye on our upcoming webinars! Did you miss a webinar that you wanted to watch? No worries! You can view the recording of the presentation to catch up on the latest information. Webinars are listed from most recent to oldest.

Register for Upcoming Webinars

KiteTech's Webinar on Company Commission Agreements in Applied Epic

How to Set Up and Apply Company Commission Agreements in Applied Epic

Mark your calendar for July 22nd, where we'll be running a webinar designed to walk you through the intricacies of company commission agreements, best practices ...

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KiteTech's Webinar on Pr/Br Commission Agreements in Applied Epic

How to Set Up and Apply Producer and Broker Commission Agreements in Applied Epic

Gain a deeper understanding of how to effectively manage and customize Pr/Br commission agreements in Applied Epic. Join our upcoming webinar on August 13th--which will ...

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Webinar Archive

KiteTech Webinar - Epic Dashboards

Applied Epic

Applied Epic Dashboards 101: Visualize Your Agency’s Performance

Webinar Recorded on 6/5/2025
Make more data-driven decisions for your agency with Applied Epic Dashboards. Check out this webinar designed to help you navigate and ...

Person with questions on a computer

AI

Ask Us Anything: Solving Your Agency’s IT and Applied Epic Challenges One Question at a Time

Webinar Recorded on 5/21/2025
In our live Q&A designed for independent insurance agencies using Applied Epic, our experts covered key topics like Microsoft 365, AI, cybersecurity, ...

Applied Epic Workflows

Applied Epic

Developing and Optimizing Your Applied Epic Workflows

Webinar Recorded on 4/30/2025
To deliver consistent, high-quality service to your clients, developing and optimizing your Applied Epic workflows is a must. In this webinar ...

Team Reviewing Risk Assessment

General

Cyber Risk Assessments: What Businesses Need to Know

Webinar Recorded on 4/10/2025
Cyber risk assessments are a critical part of your cybersecurity plan. Get expert guidance from KiteTech's Jason Gobbel and RLS Consulting's ...

Auditing and Reporting in Applied Epic Webinar Image

Applied Epic

Effective Strategies for Auditing and Reporting in Applied Epic

Webinar Recorded on 3/25/2025
Your Applied Epic data should be your one source of truth. But the reality is that data gets messy one way or ...

Applied Epic Security Essentials Image

Applied Epic

Applied Epic Security Essentials

Webinar recorded on 2/20/2025
Bolster your agency's security stance by watching our on-demand webinar, Applied Epic Security Essentials. You will learn about the IT and Applied ...

MicrosoftTeams-AppUpdates

Microsoft 365

What’s New in Microsoft Teams: A Review of the Latest Features

Webinar Recorded on 1/30/2025
What are the key productivity and collaboration features to know in Teams? Find out in our on-demand webinar featuring Adam Atwell, ...

Streamline your year-end accounting

Applied Epic

Streamline Your Agency’s Year-End Accounting in Applied Epic

Webinar Recorded on 1/16/2025
In this session, our Agency Consulting team provides exceptional guidance on best practices for year-end procedures, report generation, and managing Applied Epic ...

KiteTech Webinar: Demystifying AI

AI

Getting Started with AI: Practical Insights for Agencies

Webinar Recorded on 11/14/2024
Does your business have a good handle on how to approach and use Artificial Intelligence? If not, watch this webinar to make ...

KiteTech Webinar Applied Epic Retention Report

Applied Epic

Applied Epic Retention Report: Transforming Data into Action

Webinar Recorded on 10/17/2024
Client retention is a key focus for insurance agencies. Join our webinar on October 17th at 2pm ET to explore the ...

KiteTech Webinar Microsoft SharePoint

General

SharePoint Essentials: Understanding Its Role and Function in Your Organization

Webinar Recorded on 9/26/2024
Microsoft SharePoint's tools and features can take your organization's collaboration to the next level. Whether you've never used SharePoint before or have ...

Applied Epic Webinar

Applied Epic

Applied Epic Tips and Tricks – Strategies to Drive End User Efficiency

Webinar Recorded on 8/21/2024
Looking for strategies to make your day-to-day work in Applied Epic more efficient? Watch this webinar for must-know tips and tricks!

MDM/MAM

Business Strategy

Securing Your Data in a BYOD World

Webinar Recorded on 6/12/2024
In a world where personal devices are integral to our work, securing your agency’s data has never been more essential. Join us ...

Working Remotely

General

Azure Virtual Desktop: Unleashing the Power of Cloud-Based Workspaces

Webinar Recorded on 5/16/2024
Formerly known as Windows Virtual Desktops (WVD), Azure Virtual Desktop (AVD) is a cloud service from Microsoft. In this session, Adam Atwell ...

insurance professional looking at Applied Epic reports on a laptop

Applied Epic

Mastering Applied Epic Reports Webinar Series

Webinars Recorded in Spring 2024
Watch our complimentary webinar series, Mastering Applied Epic Reports, where we will delve into all the essential reports within the Applied ...

Applied Epic

Performing an Accounting Fresh Start in Applied Epic

Webinar Recorded on 1/23/2024
If you’ve ever felt a need to take a Mulligan on your accounting setup, you’re not alone. In the dynamic world of ...

Applied Epic Sales Automation

Applied Epic

Sales Automation and Opportunities in Applied Epic

Webinar Recorded on 10/18/2023
In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. This webinar ...

Cybersecurity Threats and Trends

Security

Cybersecurity Threats and Trends – What’s on the Horizon and How to Fight Back

Webinar Recorded on 10/11/2023
In a rapidly changing digital landscape, the security risks your business faces are constantly evolving. Understanding the risks is vital, but implementing ...

TARTS Webinar

Applied Epic

Supercharge Your Employees’ Performance in Applied Epic with Targeted Auditing and Refresher Training Sessions

Webinar Recorded on 8/23/2023
This webinar is designed to equip you with practical insights on how to enhance your employees’ performance in Applied Epic by implementing ...

Microsoft 365 Ecosystem

Business Strategy

Microsoft 365 – Discover the Latest Features and Upcoming Releases

Webinar Recorded on 7/20/2023
This webinar explores the latest features and upcoming releases coming to the Microsoft 365 suite. Microsoft MVP Adam Atwell provides a detailed ...

Business Strategy

Discover How the SharePoint Intelligent Intranet Can Transform Your Workplace Collaboration

Webinar Recorded on 4/12/2023
The SharePoint Intelligent Intranet is a robust platform that can revolutionize workplace collaboration by offering innovative features and capabilities designed to enhance ...

Cleaning Up Applied Epic

General

Applied Epic Spring Cleaning – Correcting Company and Broker Configuration and Data

Webinar Recorded on 3/5/2023
Get started on some Applied Epic Spring Cleaning! This webinar will cover how to correct and maintain accurate company and broker data ...

Updates to New York's DFS Cybersecurity Regulations

Business Strategy

Understanding the Upcoming Changes to the New York DFS Cybersecurity Regulation (23 NYCRR 500)

Webinar Recorded on 2/22/2023
New York's DFS Cybersecurity Regulation (23 NYCRR 500), implemented in 2017, is a pioneering effort to establish standards for the financial industry ...

Applied Epic Configuration Webinar

General

Customize Your Applied Epic Configuration – A Virtual Expert Panel Discussion and Q&A Session

Webinar Recorded on 2/8/2023
One of the most valuable benefits of using Applied Epic is that it comes with a myriad of options allowing agencies to ...

Virtual Desktop

Business Strategy

Understanding Cloud PCs and Virtual Desktops

Webinar Recorded on 1/25/2023
In this presentation, unpack what cloud PCs and virtual desktops are all about and understand the difference in features and cost. ...

Applied Epic Optimization Webinar

Applied Epic

Drive Operational Excellence with an Applied Epic Optimization

Webinar Recorded on 1/11/2023
Applied Epic has a myriad of configuration options along with new features and functionality to help your agency work smarter, boost operational ...

Applied Epic

Agency Bill Transactions in Applied Epic

Webinar Recorded on 12/15/2022
In this presentation, we’ll provide a more in-depth look at the different types of transactions that you can make at the policy ...

Microsoft 365

Microsoft 365 – A Journey Not a Destination

Webinar Recorded on 11/17/2022
While, you may have already migrated your files, moved your email, and started using Teams, you’ve really only scratched the surface of ...

Phishing Threats

Security

Security Awareness Training – How to Identify and Prevent Phishing Attacks

Webinar Recorded on 10/26/2022
In this security awareness training, learn the different types of phishing attacks, how they work, and what you should look for in ...

Working Smarter in Epic

Applied Epic

Working Smarter and Faster in Applied Epic

Webinar Recorded on 10/19/2022
Whether you just started working in Applied Epic or you've been using it for a while now, there is always room to ...

Business Phone System

Business Strategy

Selecting Your Next Business Phone System

Webinar Recorded on 9/29/2022
With all the options available for business phone systems, choosing the right one for your organization can a challenging endeavor. In this ...

Transactions in Applied Epic

Applied Epic

A Front-End User’s Guide to Transactions in Applied Epic

Webinar Recorded on 9/22/2022
This webinar covers the basics of Applied Epic's accounting functionality and how transactions in Applied Epic affect accounting to make reporting easier ...

Business Strategy

Technology Trends and Challenges Facing the Insurance Industry

Webinar Recorded on 7/28/2022
During virtual expert panel webinar, we gave our attendees the opportunity to lead the discussion by focusing on the insurance technology topics ...

Microsoft Teams Phone Communication

Microsoft 365

Modernize Communication with Microsoft Teams Phone

Webinar Recorded on 5/19/2022
Microsoft Teams Phone is a cloud-based phone system that can become your all-in-one communication platform. It brings together calling, meetings, and messaging ...

Business Strategy

Navigating the Changing Cyber Liability Landscape

Webinar Recorded on 4/20/2022
The dynamic threat landscape has resulted in cyber insurance carriers to alter their underwriting standards, with many carriers increasing rates, limiting coverage, ...

Microsoft Teams Features

Insurance

Using Microsoft Teams to Drive Engagement and Collaboration in Your Business

Webinar Recorded on 3/3/2022
Microsoft Teams is a fantastic collaboration platform with features meant to maximize your productivity and elevate your user experience. In this webinar, ...

applied epic renewals manager

Applied Epic

Implementing Applied Epic’s Renewals Manager in Your Agency

Webinar Recorded on 2/16/2022
Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and ...

General

Growing Your Insurance Agency with Microsoft 365

Webinar Recorded on 12/2/2021
Microsoft 365 is the champion of business cloud-based productivity suites. It offers a multitude of tools, applications and features designed to enhance ...

people in office working on laptops

General

Webinar: Accelerate Your Microsoft 365 Adoption

Webinar Recorded on 5/25/2021
Learn key strategies to help accelerate your organization's adoption of your Microsoft 365 suite. You'll walk away understanding the immense value that ...

hands holding tablet with graphs

Applied Epic

Advanced Reporting in Applied Epic

Webinar Recorded on 3/2/2021
Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a ...

microsoft-365

General

Microsoft 365 – One Cloud Endless Possibilities for Your Business

Webinar Recorded on 1/20/2021
Microsoft 365 has so much to offer your business and can be your all-in-one cloud solution. From hosted email and cloud file ...

Applied Epic

Foundations of Reporting in Applied Epic

Webinar Recorded on 9/10/2020
Learn how to take advantage of Applied Epic's robust reporting functionality to build better reports for your agency. This webinar covers how ...

Evaluating Your Agency's IT Provider

Evaluating Your Agency’s IT Provider: Does Your Technology Support Pass the Test?

Webinar Recorded on 8/6/2020
Hear about the 8 qualities of a best-in-class IT provider and how to determine the value your agency is getting from your ...

privacy, information leak and cybersecurity concept, protection of private data, emails and documents, virtual diagram with icons

Developing an Effective Security Awareness Program

Webinar Recorded on 8/6/2020
Creating an effective security awareness program for your employees is a vital component of your company's cybersecurity strategy. Watch the webinar to ...