KITE TECHNOLOGY WEBINARS

The Kite Technology Agency Consulting team is thrilled to now offer small group consultations with the first two sessions focusing on Applied Epic reports. These sessions provide you with the valuable opportunity to enhance your reporting skills and maximize the value of your agency’s Epic data.

Join to learn valuable tips, shortcuts, and advanced techniques to streamline the reporting process, save time, and generate more accurate and insightful reports.

WED, JUNE 7TH | 12:30 PM ET
OR THU, JUNE 8TH | 2 PM ET

Many insurance agencies have yet to take advantage of a powerful tool that’s part of their AMS360 system – My Expiring Policies & Renewal List Tool. These tools give your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Hosted by KiteTech’s Senior AMS360 Consultant, Michael Trouillon, this webinar will provide tips for configuring and implementing My Expiring Policies & Renewal List Tool in your agency. With Michael’s expertise, you’ll learn how to use these tools to better manage renewals, improve workflow efficiency, and save valuable time and resources.

May 24 | 2 p.m. ET

Whether you’ve been using AMS360 for years or your agency just recently migrated, there is always room to improve and grow your skills. In our next webinar we’ll provide valuable strategies to help you maximize your productivity in AMS360. From automating routine tasks to improving data entry and leveraging the latest features, we’ll be sharing expert advice for how you can get more done in less time.

Recorded on April 19, 2023

The SharePoint Intelligent Intranet is a robust platform that can revolutionize workplace collaboration by offering innovative features and capabilities designed to enhance productivity, knowledge-sharing, and communication. It provides a centralized location for all company information, documents, and communication.

In our next webinar, we’re going to discuss considerations for developing an intranet site for your business. Attend for a better understanding of the SharePoint intranet and how you can use it to drive engagement and collaboration in your business.

WED, APRIL 12 | 2 PM ET

In our work helping agencies utilize Applied Epic more effectively, we often find a significant number of errors associated with company and broker configuration and data in Epic. Ensuring that this information is correct provides numerous benefits

Watch the webinar with the Agency Consulting team and get started on some Applied Epic spring cleaning! We’ll cover how to correct and maintain accurate company and broker data in Applied Epic. This will help your agency operate more efficiently, reduce the risk of errors, and help you make more informed business decisions.

Recorded on March 15, 2023

New York’s DFS Cybersecurity Regulation (23 NYCRR 500), implemented in 2017, is a pioneering effort to establish standards for the financial industry in safeguarding nonpublic information. The regulation mandates that financial institutions and services companies establish a comprehensive plan for assessing and mitigating cybersecurity risk.

In this webinar, Jason Gobbel, Chief Solutions Officer and Cybersecurity Expert at Kite Technology, provides an overview of the current DFS regulations and upcoming changes to help attendees understand the compliance requirements and prepare for future developments.

Recorded on February 22, 2023

One of the most valuable benefits of using Applied Epic is that it comes with a myriad of options allowing agencies to customize the platform in a way that works best for their unique operational needs.

In this session, KiteTech’s Agency Consulting Team answered the audience’s Applied Epic configuration questions submitted at registration and in the live Q&A. Watch it and learn how you can set up your system in a way that works best for your agency. 

Recorded on February 8, 2023.

While your business may not be currently using cloud PCs or virtual desktops, you might still be wondering if they are right for your technology needs.

In this webinar, Adam Atwell, Cloud Solutions Architect at Kite Technology will unpack what cloud PCs and virtual desktops are all about, and explain the difference in features and cost.

Adam will also share an overview and comparison of Microsoft’s two cloud solutions: Azure Virtual Desktop (AVD) and Windows 365 Cloud PC Service. 

Recorded on January 25, 2023.

Applied Epic has a myriad of configuration options along with new features and functionality to help your agency work smarter, boost operational efficiency, and improve overall business performance. By taking the time to evaluate your current setup and identify areas that need to be optimized can ensure that your agency is getting the most from its Epic investment.

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar will outline what’s involved in the optimization process and how you can get started.

Recorded on January 11, 2023.

This session is a continuation of our previous webinar: A Front-End User’s Guide to Transactions in Applied Epic. In this presentation we’ll provide a more in-depth look at the different types of transactions that you can make at the policy level and we’ll provide additional information related to entering Agency bill transactions from the policy screen.

This webinar will be beneficial for servicing staff or anyone new to Applied Epic accounting. The session can also serve as a resource for management and training staff.

Recorded on December 15, 2022

While, you may have already migrated your files, moved your email, and started using Teams, you’ve really only scratched the surface of what’s possible with Microsoft 365. What’s fantastic about the Microsoft ecosystem is the cadence by which new features and capabilities continue to be released. Are you taking advantage of the full value of your Microsoft 365 investment?

Join our next webinar to learn how your organization can leverage the full value of Microsoft 365 by developing a strategic plan and adoption roadmap.

Recorded on November 17, 2022

According to the US Federal Bureau of Investigation, phishing attacks may increase by as much as 400% year-over-year, making more important than ever to know how to recognize and avoid these threats.

In this security awareness training, Dillon will discuss the different types of phishing attacks, how they work and what you should look for in order to evade these threats. What you learn will help you protect your identity, personal data, and the businesses where you are employed.

Recorded on October 26, 2022

Whether you just started working in Applied Epic or you’ve been using it for a while now, there is always room to improve how efficiently you use the system. Over the years, our Agency Consulting team has acquired lots of valuable Applied Epic tips and tricks that can help you work smarter and get more work done in less time.

Hosted by Kellie Halfpap and Jenny Honican, Agency Consultants at KiteTech, this webinar will be great for anyone that would like to learn how to improve their efficiency in Applied Epic.

Recorded on October 19, 2022

As a business owner, you know how critical it is to have a reliable phone system for your business. However, with all the options out there, choosing the right phone system for your organization can a challenging endeavor.

In this webinar, KiteTech webinar, Jason Gobbel will aim to provide guidance on what to look for and consider when choosing your next business phone system.

Recorded on September 29, 2022

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covered the basics of Applied Epic’s accounting functionality to help your users be more efficient. You’ll also learn how transactions in Applied Epic affect accounting to make reporting easier and more valuable. Lauren reviews important fields that need to be entered correctly and how to read the Transaction screen to efficiently find answers to your accounting questions.

Recorded on September 22, 2022

VIRTUAL EXPERT PANEL DISCUSSION AND Q&A

Technology is changing at an unprecedented rate, making it challenging even for the most innovative agencies to keep up.

During this webinar, we gave our attendees the opportunity to lead the discussion by focusing on the insurance technology topics that they cared most about. The discussion outline was developed using the questions that attendees submitted.

Recorded on July 28, 2022

Microsoft Teams Phone is a cloud-based phone system in Microsoft Teams built for productivity no matter where you work. It can become your all-in-one communication platform that brings together calling, meetings, and messaging into a single application, Microsoft Teams. Watch the on-demand webinar for an in-depth session on the many benefits Microsoft Teams Phone can offer your business.

Recorded on May 19, 2022

The dynamic threat landscape has resulted in cyber insurance carriers to alter their underwriting standards, with many carriers increasing rates, limiting coverage, and limiting capacity for certain risks.

Watch the webinar to better understand the increasing technology requirements you and your clients will need to meet in order to purchase or renew your cyber liability policies.

Recorded on April 20, 2022

Microsoft Teams is a fantastic collaboration platform with a myriad of new features meant to maximize your productivity and elevate your user experience. In our next webinar, Adam Atwell, Cloud Solutions Architect at Kite Technology will show you how you can use Microsoft Teams to improve the way you collaborate with your team and communicate inside and outside your organization.

Recorded on March 3, 2022.

Renewals Manager gives your agency the ability to process renewals more efficiently by providing you a centralized location for viewing, monitoring, and managing the entire renewal process from start to finish.

Hosted by KiteTech Director of Agency Consulting, Lauren Roberts, this webinar covers how your agency can benefit from using Renewals Manager and how you can get started using it to better manage renewals in your agency.

Recorded on February 16, 2022.

Microsoft 365 is the champion of business cloud-based productivity suites. It offers a multitude of tools, applications and features designed to enhance your agency’s ability to work, collaborate, and serve your clients no matter where you are working from.

Watch the webinar to learn how Microsoft 365 can benefit your insurance agency.

Recorded on December 2, 2021

In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. Hosted by KiteTech Executive Consultant Aurora Burg, CIC, CPCU, this webinar will provide you with everything you need to know to get started with Applied Epic sales automation so you can better manage your sales pipeline and capitalize on new and existing business opportunities.

Recorded on July 20, 2021

Join us for an informative webinar with Adam Atwell, Cloud Solutions Architect at Kite Technology, as he shares how your business can accelerate adoption of your Microsoft 365 suite.

You’ll walk away understanding the immense value that a Microsoft 365 adoption plan offers your business. We’ll share key strategies to help you get started on the road of your cloud adoption journey.

Recorded on May 25, 2021

Reports play an integral role in the effective management of your insurance agency. When utilized correctly, Applied Epic reports can provide a more accurate picture of your agency’s processes, workflow adherence, and data integrity.
​During this session, we go beyond the basics and share how you can use Applied Epic’s advanced reporting capabilities to audit your agency’s processes and maximize your operational efficiency.

Recorded on March 2, 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 storage to improved collaboration and endpoint management, Microsoft 365 delivers incredible functionality and value with state-of-the-art cybersecurity.

Watch this informative webinar and learn how your business can take advantage of everything Microsoft 365 has to offer.

Recorded on January 20, 2021

Check out our latest webinar and learn how to take advantage of Applied Epic’s robust reporting functionality to build better reports for your agency. We cover how to create high-level reports containing useful and actionable data that will drive your agency’s process improvement and workflow development. What you learn will save you valuable time!

Recorded on September 10, 2020

In our latest webinar, Microsoft Tips and Tricks, we bring you the latest practical information on both Microsoft 365 and Windows 10. Increasing your skills and knowledge of these systems will help you boost productivity and efficiency and ensure ongoing security for your organization. You’ll learn all about how to handle updates, as well as simple shortcuts that will make your day a lot smoother.

Recorded on August 4, 2020

Join us to learn the 8 qualities of a best-in-class IT provider and how to determine the value your agency is getting from your technology investment. Whether you are in the market for a new provider or just want to know how well your current provider is serving you, this will be a dynamic discussion you’ll gain value from.

Creating an effective security awareness program for your employees is a vital component of your company’s cybersecurity strategy. Watch the webinar to learn what it takes to implement an engaging and relevant security awareness program that your employees will actually enjoy!

Adopting Microsoft 365 can improve the efficiency and security of your insurance agency’s internal operations and help you maximize collaboration and prepare for future growth. Join us for a lively discussion on developing your Microsoft 365 strategy.

COVID-19 has significantly changed our daily life and the way we work. Join us for this webinar to learn how to use Microsoft Teams to collaborate with your team and communicate with your customers while you are working from home.

Watch our latest on-demand webinar to learn how performing procedural and data auditing in Applied Epic can improve your insurance agency’s workflow efficiency and data accuracy.​

With today’s ever-evolving threat landscape, it’s hard to know exactly what to focus your cybersecurity strategy on. This webinar will explore today’s top cyber threats and review tools and best practices for fighting back.

Join our industry experts for an in-depth discussion of what the Dark Web is, why there is reason for concern and the steps that you should take now to protect your organization.