Webinar Library - Kite Technology Group

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

Applied Epic Month-End and Year-End Accounting and Reporting – Exclusive Small Group Virtual Consultations

The Kite Technology Agency Consulting team is excited to invite you to our exclusive sessions dedicated to enhancing your expertise in Applied Epic's month-end and ...

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Performing an Accounting Fresh Start in Applied Epic

Mistakes, oversights, or a simple desire for a fresh start – we all have our reasons to yearn for an accounting clean slate, especially in ...

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Webinar Archive

Applied Epic Sales Automation

Applied Epic

Sales Automation and Opportunities in Applied Epic

In today’s competitive business environment, insurance agencies need an effective and efficient way to manage their sales opportunities and pipeline. Our next webinar will provide ...

Security

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

In a rapidly changing digital landscape, the security risks your business faces are constantly evolving. Don't miss our upcoming webinar featuring KiteTech’s cybersecurity experts, Dillon ...

TARTS Webinar

Applied Epic

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

To stay ahead in today’s fast-paced insurance industry, it’s essential to ensure that your team has the necessary skills and knowledge to consistently utilize Applied ...

Accounting Small Group Consult Thumbnail

Applied Epic

Applied Epic Accounting: Exclusive Small Group Virtual Consultations

The Kite Technology Agency Consulting team is thrilled to offer you the opportunity to join a small group consultation focused on Applied Epic accounting. This ...

Workflow and User Audits in AMS360

AMS360

How Workflow and User Audits in AMS360 Can Drive Your Agency’s Performance

Workflow and user audits play a pivotal role in optimizing efficiency and maintaining accuracy within your AMS360 system. By conducting these audits, agencies can improve ...

Microsoft 365 Ecosystem

Business Strategy

Microsoft 365 – Discover the Latest Features and Upcoming Releases

During this webinar, we explored the latest features and upcoming releases coming to the Microsoft 365 suite. Microsoft MVP Adam Atwell provided a detailed overview ...

AMS360 My Expiring Policies

AMS360

Streamline Your Renewals Process with AMS360’s “My Expiring Policies”

Many insurance agencies have yet to take advantage of a powerful tool that’s part of their AMS360 system – My Expiring Policies & Renewal List ...

boosting efficiency in AMS360

AMS360

Boosting Your Efficiency in AMS360 – Strategies for Working Smarter & Faster

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 ...

Business Strategy

Discover how the SharePoint Intelligent Intranet can Transform your Workplace Collaboration

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 ...

Cleaning Up Applied Epic

General

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

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 ...

Updates to New York's DFS Cybersecurity Regulations

Business Strategy

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

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 ...

Applied Epic Configuration Webinar

General

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

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 ...

Virtual Desktop

Business Strategy

Understanding Cloud PCs and Virtual Desktops

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 ...

Applied Epic Optimization Webinar

Drive Operational Excellence with an Applied Epic Optimization

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 ...

Applied Epic

Agency Bill Transactions in Applied Epic

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 ...

Business Strategy

Microsoft 365 – A Journey Not a Destination

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 ...

Phishing Threats

Business Strategy

Security Awareness Training – How to Identify and Prevent Phishing Attacks

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 ...

Working Smarter in Epic

Applied Epic

Working Smarter and Faster in Applied Epic

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 ...

Business Phone System

Business Strategy

Selecting Your Next Business Phone System

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 ...

Transactions in Applied Epic

Applied Epic

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

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 ...

Business Strategy

Technology Trends and Challenges Facing the Insurance Industry

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. ...

Microsoft Teams Phone Communication

Business Strategy

Modernize Communication with Microsoft Teams Phone

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 ...

Business Strategy

Navigating the Changing Cyber Liability Landscape

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 ...

Microsoft Teams Features

Insurance

Using Microsoft Teams to Drive Engagement and Collaboration in your Business

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 ...

applied epic renewals manager

Applied Epic

Implementing Applied Epic’s Renewals Manager in Your Agency

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 ...

Microsoft 365 Webinar

Growing your Insurance Agency with Microsoft 365

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 ...

people in office working on laptops

Microsoft 365 Webinar

Webinar: Accelerate your Microsoft 365 Adoption

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 ...

hands holding tablet with graphs

Applied Epic

Advanced Reporting in Applied Epic

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 ...

microsoft-365

Microsoft 365 Webinar

MICROSOFT 365 – ONE CLOUD ENDLESS POSSIBILITIES FOR YOUR BUSINESS

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 ...

Applied Epic

FOUNDATIONS OF REPORTING IN APPLIED EPIC

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 ...

Microsoft Tips and Tricks Webinar

MICROSOFT TIPS AND TRICKS WEBINAR

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 ...

Evaluating Your Agency's IT Provider

EVALUATING YOUR AGENCY’S IT PROVIDER- DOES YOUR TECHNOLOGY SUPPORT PASS THE TEST?

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 ...

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

DEVELOPING AN EFFECTIVE SECURITY AWARENESS PROGRAM

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 ...

Applied Epic

Planning Your Office 365 Strategy

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. ...

An Introduction to Microsoft Teams

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 ...

dark-web-webinar

Revealing the Dark Web

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 ...