Our library of videos, articles, and other content to help you along your AMS360 journey
AMS360 has enormous value and functionality to offer you and your insurance agency! When utilized to its fullest potential, AMS360 can drive your agency’s operational efficiency and transform the way you operate.
The AMS360 Consulting team here at KiteTech, believes in empowering AMS360 users to take advantage of everything it has to offer. So, we’ll consistently add new resources to this page to help you along the journey of becoming an AMS360 power user! Be sure to stop by often to check it out!
Our AMS360 videos are designed to deliver meaningful insights quickly and efficiently. Through these clips, we share AMS360 updates, practical tips, and proven best practices to help you get more out of your system and work more effectively.
Accurate and complete customer and policy information is foundational to agency operations. This guide serves as a practical reference for how to accurately enter both customers and policies into AMS360.
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When reviewing your agency’s lost business report, does the data look different than you expect? In KiteTech’s latest AMS360 guide, review cancellation best practices for non-pays, cancellations, non-renewals, and expired policies so that your agency’s reports and data remain reliable.
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While we don't have anything listed here, we will soon offer more webinars to sign up for! Visit again soon!
View the recordings of our past AMS360 webinars at your convenience to catch up on the latest information and tips. Webinars are listed from most recent to oldest. Additionally, all our webinars and other videos can also be found on KiteTech’s YouTube Channel.
Webinar Recorded on 3/19/2026
In this webinar, Shelly Werfelmann and Lauren Tippett walk through how commission agreements function within AMS360, common setup challenges agencies face, and best practices to ensure clean financial data and efficient workflows. Whether you’re validating your current setup or addressing reporting inconsistencies, this session will help you approach commission configuration with greater clarity and confidence.
Webinar Recorded on 1/29/2025
Learn how to properly set up and apply Producer and Broker Commission Agreements in AMS360. This webinar covers how agreements work, common setup issues, and best practices to support accurate commission calculations and consistent reporting.
If reading is more your style, be sure to check out our library of articles written by our team of AMS360 experts!
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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.
