insurance

How to Streamline Your New Employee Onboarding with Applied Epic

September 18, 2023 by Laura Whaley

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

Applied Client Network Resources for New Employee Onboarding

You can find several resources on the Applied Client Network for New Hire Onboarding. They offer a:

New Hire Checklist for Agency Hiring Managers
Customizable Onboarding Education Tracker for New Employees
Industry and Company Terminology Resources for New Employees template

In addition to these documents there is an entire Communications Template Package with various email and word templates that can be used in communication with your new hire.

Managing New Employee Onboarding Tasks with Applied Epic

The Agency Consulting Team here at Kite Technology Group also recommends using Applied Epic to help manage some of the additional tasks that you need to complete for your new employee.

We recommend adding an activity when adding a new employee. This activity may be tied to the event of adding a new account or a manual activity. Once the activity is decided upon, tasks can be added and/or assigned for all the items that need to be done for that new employee. These could include:

Adding User Login
Adding User to the Security Group
Assign the employee’s lookup code to the User
Assign/Schedule Reports
Process Workload Reassignments
Assign access to Carrier Websites
Documenting User Access at hire
Assigning rights to access other employees’ signatures, activities, tasks or renewals.
Assign Applied University Courses or other Training Modules

With a good onboarding process, you can tailor the new hire experience, keep new employees engaged and improve your time to productivity. A good onboarding program will help to improve your employee retention and retention means less time and money on rehiring and retraining.

Managing Employee Offboardings

We also recommend creating a manual activity for employee exits. Like employee onboarding, the activity and tasks will be started as soon as HR notifies the employee will be exiting. These tasks will create a checklist that can be shared across a team to ensure that your system access is terminated, and all of the proper procedures are followed upon the employee’s departure.

Training for Applied Epic Users

Ensuring that your new employees are proficient in Applied Epic is vital for both their success and that of your agency. Applied Epic training that focuses on your agency’s workflows boosts operational efficiency and guarantees consistent, high-quality service. If you don’t have the internal resources to provide training, KiteTech can help. Check out our Applied Epic Resources Page for our collection of on-demand webinars, blog posts, and training videos.

Our suite of Applied Epic Consulting Services includes customized training solutions for your new employees or those transitioning to a different role. With our expertise, your team will be equipped to harness the full potential of Applied Epic, driving productivity and fostering a culture of excellence. Contact us today to learn more!

Laura Whaley

Agency Consultant
Kite Technology Group

AMS360 Assessment

AMS360 CONSULTING NOW AVAILABLE!

Expert Insights to Drive Your Agency’s Success

AMS360 ASSESSMENT

Whether your agency just migrated to AMS360 or you have been using it for years, conducting a comprehensive assessment of your system configuration can yield immense value. A thorough assessment can help your agency identify areas for improvement, streamline workflows, and enhance data accuracy and integrity. By addressing inefficiencies, you can in turn increase profitability, drive efficiency, and stay up-to-date with industry best practices.

The assessment results can help your agency make more informed business decisions, maximize your AMS360 system’s potential, and prepare for future growth.

AMS360 Servicing Assessment Process

A consultant will assess the effectiveness of AMS360 utilization and provide an action plan to address your most pressing issues. Areas of review include configuration, use of Vertafore AMS360 updates, workflows, policy processing, invoicing, marketing, and more.

The assessment is conducted in four phases:

Phase 1: Discovery Questionnaire

Before meeting to conduct your live data review and assessment with Kite Technology’s AMS360 Consulting team, you will receive a questionnaire to complete. This questionnaire will cover key information, such as:

An overview of your agency's operations
Target markets and lines of business (Commercial, Personal, Benefits, etc)
Your agency's organizational structure, key team members, and roles
Third-party tools and integrations that your team uses or plans to implement
Challenges and pain points that must be tackled to meet your business objectives

Phase 2: Live Data review & Configuration Deep Dive

During this 2-hour virtual meeting, your KiteTech assigned Agency Consultant will review your AMS360 database*, audit your staff’s workflow activity, and run various AMS360 system reports to:

Check over key configuration settings
Assess your agency's current workflows
Spot data and process issues
Evaluate how consistently team members follow processes
Compare agency's utilization of AMS360 to KiteTech's best practices

*For the live data review, your agency must assign one member of your team to log into AMS360 to share their screen. This user must have Admin access and be familiar with navigating AMS360 and generating reports.

Phase 3: Follow-Up meeting

During your virtual 1-hour follow-up meeting, your KiteTech AMS360 Agency Consultant will meet with your leaders and invited team members to continue the live data review. This meeting is dedicated to:

Reviewing any additional findings
Addressing additional questions from both teams
Identifying areas of strengths and opportunity
Recommending next steps in AMS360
Discussing potential AMS360 project plans

Phase 4: Proposal & Documentation

After getting to know your agency and its AMS360 usage better, your consultant will provide your agency’s leaders with the following deliverables electronically:

Unlock Your Agency’s

FULL POTENTIAL

We are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your AMS360 system.

Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.

AMS360 Auditing Services

AMS360 CONSULTING NOW AVAILABLE!

Achieve Compliance, Accuracy, and Efficiency

AMS360 AUDITING

Kite Technology offers comprehensive AMS360 auditing services to help agencies ensure compliance, improve data accuracy, and drive efficiency. Our experienced consulting team has the knowledge and expertise to uncover hidden errors, identify inconsistencies, and highlight opportunities for improvement within your agency’s AMS360 system. Whether you’re preparing for a compliance review or simply want to optimize your AMS360 environment, our auditing services provide the insights and guidance you need to move forward with confidence.

OUR AMS360 Auditing SERVICES

Our auditing services include a thorough review of your AMS360 data, processes, and workflows to identify the areas that would benefit from an optimization. We also provide recommendations and solutions to help you address any issues and improve the overall performance of your AMS360 system.

Our team understands the unique challenges faced by AMS360 agencies, and we work closely with you to tailor our services to meet your specific needs and goals. Whether you’ve just recently migrated to AMS360 or have been using it for years, we provide customized services that fit your agency’s size, structure, and workflows, ensuring that you get the most out of your AMS360 investment.

Benefits of optimization

Improved data integrity and compliance
Streamlined workflows and processes
Custom report generation and analysis
AMS360 configuration review and optimization
Targeted process improvement strategies

We are committed to providing you with expert guidance and exceptional service so your agency can achieve greater levels of efficiency, profitability, and success with your AMS360 system. Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.

AMS360 SYSTEM AUDIT

Our comprehensive AMS360 system audits go beyond a simple review of settings and features. We conduct a thorough analysis of your AMS360 system, identifying areas for optimization and improvement. Our experienced AMS360 specialists review your data, workflows, and processes to identify inefficiencies, gaps, and opportunities for greater efficiency and profitability.

Through our audit process, we provide you with customized recommendations and solutions that fit your agency’s unique needs and goals. We also provide detailed reports and insights, allowing you to make informed decisions and implement changes that will maximize the potential of your AMS360 system.

Benefits of Conducting an AMS360 system audit:

Identify Errors and Inconsistencies

An AMS360 system audit can uncover hidden errors and inconsistencies within your AMS360 system, ensuring that your data is accurate, clean, and up to date.

Optimize Workflows

By identifying areas for improvement, an AMS360 system audit can help you optimize your agency’s workflows, saving time and increasing efficiency.

Ensure Compliance

An audit can help you ensure that your agency is compliant with industry regulations and best practices, reducing risk and potential penalties.

Increase Profitability

By optimizing your AMS360 system and workflows, you can reduce errors, save time, and improve overall agency performance, ultimately leading to increased profitability.

An AMS360 system audit can help you maximize the potential of your AMS360 system, ensuring that it operates at peak efficiency and providing you with the tools and insights you need to succeed in the competitive insurance industry. To start your AMS360 audit, reach out to KiteTech’s AMS360 Consulting team today.

AMS360 WORKFLOW COMPLIANCE AUDIT

Our AMS360 Workflow Compliance Audits can help you ensure that your agency’s procedures are being followed accurately and consistently by your entire team. Our consultants will take your existing procedures and create a customized worksheet that outlines expected waypoints, timelines, action types, suspense, and document types.

To ensure that your agency’s procedures are being followed, we select at least two transactions of each type (New Business, Renewal, Endorsement, and Cancellation) from different customers, spanning different time periods. This approach allows us to assess compliance for both small and large customers, ensuring that all customers receive the same high level of service.

We present the worksheet and our findings in a live web session with managers, allowing you to identify areas for improvement and take action to optimize your agency’s workflow. If your agency does not have formal procedures, we conduct the audit using “best practice” standards to ensure compliance with industry regulations and guidelines.

Our AMS360 Workflow Compliance Audits can be used to confirm adherence to standards/procedures, as well as to identify areas where additional training is needed. With our help, you can achieve greater compliance, efficiency, and profitability for your agency.

Key Benefits of an AMS360 workflow compliance audit:

Ensure Compliance

By conducting an audit of your AMS360 workflows, you can identify any gaps or discrepancies in your agency’s processes and ensure that your workflows align with industry best practices and regulatory requirements.

Increase Efficiency

An AMS360 Workflow Compliance Audit can identify any inefficiencies in your agency’s workflows and provide recommendations for streamlining processes and improving overall efficiency.

Mitigate Risk

By ensuring that your agency’s workflows are compliant with industry standards and regulations, you can reduce the risk of errors and avoid potential penalties or legal issues.

Improve Performance

An audit can provide you with valuable insights into your employees’ execution of workflows, helping you pinpoint areas for improvement and training needs.

Boost Client Satisfaction

Compliance with your agency’s AMS360 workflows can help you provide better service to your clients, leading to increased satisfaction and loyalty.

Overall, an AMS360 Workflow Compliance Audit can help you ensure that your agency’s workflows are efficient, compliant, and optimized for success. By conducting regular audits, you can stay ahead of the competition and position your agency for long-term growth and profitability.

Unlock Your Full Potential in AMS360

With Kite Technology’s AMS360 auditing services, your agency works with industry experts to optimize your system, improve daily workflows, and ensure alignment with regulatory compliance. Interested in getting started with an AMS360 system or workflow audit? Contact our team to start the discussion today!

AMS360 Optimization Services

AMS360 CONSULTING NOW AVAILABLE!

Expert Guidance to Boost Efficiency

Optimization Services for AMS360

Are you ready to elevate your insurance agency’s performance? At Kite Technology, we specialize in AMS360 optimization services designed to transform your operations, enhance efficiency, and drive sustainable growth.

Our team is committed to helping you unlock the full potential of your AMS360 system. By streamlining workflows, enhancing data management, and customizing user settings, we ensure your agency can operate at peak performance.

Discover the difference that our AMS360 Optimization Services can make for your agency’s operational efficiency. Experience improved productivity, increased profitability, and a competitive edge in the market.

Expert System Optimization

UNLOCK PEAK PERFORMANCE

AMS360 system optimization is a strategic approach to enhancing the performance and efficiency of your agency management system. By fine-tuning key system components, your agency can streamline workflows, improve data accuracy, and boost overall productivity.

When done right, an AMS360 system optimization can significantly enhance your insurance agency’s performance, leading to increased productivity, improved customer service, and ultimately, higher profitability.

Kite Technology’s AMS360 experts will work closely with your team to unlock the full potential of your AMS360 system so your agency is empowered to operate at its best.

KEY ASPECTS OF AMS360 SYSTEM OPTIMIZATION:

DATA CLEANUP

Organizing and cleaning up data tables help to improve data entry efficiency, reduce errors, and assist service and sales team members in accessing information quickly.

COVERAGE AND LINE OF BUSINESS OPTIMIZATION

Ensuring that coverages and lines of business are properly organized and connected with the correct corresponding data entry items and ACORD applications. This enhances data flow and reduces discrepancies in the system.

CHARGE TYPES MANAGEMENT

Analyzing and optimizing charge types to improve billing processes, financial management, and overall operational efficiency.

Efficiency

Thoroughly cleaning up and managing eForms (ACORD) ensures that your agency maintains compliance with state regulations, displays only the relevant forms for licensed states, and uses the most recent form versions.

SYSTEM INTEGRATION

Ensuring that AMS360 is seamlessly integrated with other essential tools, platforms, and third-party applications used within your insurance agency, which helps to improve data sharing and overall efficiency.

Achieve your goals and unlock the full potential of your AMS360 system

Expert User Optimization

Master AMS360 with Confidence

AMS360 user optimization is all about enhancing the experience and efficiency of individual users within your agency. With refined user-specific settings and workflows, your team can work smarter, reduce the learning curve for new employees, and fully leverage the capabilities of AMS360.

Through personalized support, targeted training, and strategic system adjustments, we empower your team to maximize productivity and proficiency with AMS360. By working with Kite Technology’s Consulting Team, your agency can identify areas for improvement, customize user settings, and provide the necessary training and support to empower your team operates at its best.

KEY ASPECTS OF AMS360 USER OPTIMIZATION:

USER SETTINGS CUSTOMIZATION

Tailoring user settings, preferences, and options according to individual requirements, which helps users to work more efficiently and effectively.

TABLE AND VIEW CUSTOMIZATION

Rearranging and organizing tables within center views, policies, and lines of business to enhance data visibility and minimize clutter.

KEYBOARD SHORTCUTS AND HOTKEYS

Educating users on the use of keyboard shortcuts and hotkeys within the system can significantly speed up their work and minimize the need for mouse clicks.

VIEW OPTIONS OPTIMIZATION

Adjusting view options across different centers and modules to ensure users can access the information they need more quickly and easily.

PERFORMANCE MONITORING AND FEEDBACK

Monitoring user performance, gathering feedback, and addressing any issues or bottlenecks they may encounter in using the AMS360 system, which contributes to continuous improvement and overall user satisfaction.

QUICK ACCESS TOOLBAR OPTIMIZATION

Configuring the Quick Access toolbar to include frequently used commands and functions, allowing users to access them quickly and save time.

USER TRAINING AND SUPPORT

Providing comprehensive training and ongoing support to users helps them to become more proficient in using AMS360, ensuring that they can utilize the system’s features to their fullest potential.

Partner With Kite Technology

REVOLUTIONIZE YOUR AGENCY OPERATIONS

Don’t let inefficiencies hold your insurance agency back from reaching its full potential. Embrace the power of our AMS360 Optimization services and consulting to unlock higher productivity, streamlined workflows, and exceptional growth. Our team is committed to delivering tailored solutions for both system and user optimization that will revolutionize the way you conduct business.

Take the first step towards a more efficient and profitable future – reach out to us today to schedule a consultation, and let’s embark on this journey of transformation together. Your agency’s success is our top priority, and we’re eager to help you achieve it.

AMS360 Employee Training

AMS360 CONSULTING NOW AVAILABLE!

Onboard Your Employees with Confidence

AMS360 TRAINING

Training your agency’s new employees to use AMS360 effectively can be a time-consuming and overwhelming process for both your existing team and your new hires. However, effective employee training is critical in ensuring a successful and efficient onboarding experience, and can significantly impact your new employees’ confidence and their relationship with your agency.

At Kite Technology Group, we offer comprehensive, role-based training for AMS360. Our customized approach enables your employees to quickly learn the ropes so they can feel confident and capable in their roles. Our training is customized based on each employee’s current level of experience with AMS360 and on the skills they’ll need to have based on their specific role within the agency.

Kite Technology’s New Employee

TRAINING PROCESS

1

To ensure effective training, we begin by creating a customized list of AMS360 tasks based on the employee’s role and responsibilities. We then consult with their manager to identify the top priorities to be covered in the first 60 days and tailor the sessions accordingly.

2

Our training sessions are tailored to your agency’s specific needs by gathering information on your agency’s procedures and standards before we get started. If a procedures manual is not available, we ask targeted questions to help us create a customized training plan that aligns with your agency’s unique workflows and industry best practices.

3

We cater our training approach based on the employee’s familiarity with AMS360 and ImageRight:

If they are a prior AMS360 user, we would focus on the “highlights” and fine-tune the topics according to the agency’s process. This approach results in less time spent on training.
For those familiar with agency operations but new to AMS360, we will provide in-depth training sessions that cover a wide range of topics. This comprehensive approach may require more time, but will ensure that new employees are equipped with the skills they need to use the system effectively.
For those completely new to agency operations, we offer a gradual crawl-walk-sprint-marathon approach to help them become completely comfortable in process and procedure over time. We start with mid-level introduction to certain features and workflows to get them “crawling”. Then we move on to a deeper dive into their tasks in the “walk” level after a few weeks. The “sprint” level comes a few more weeks down the road with even deeper workflows, and the “marathon” level takes many months, perhaps a year, to achieve complete comfort with the process and procedure.

4

For certain workflows, we offer written handouts that provide detail of the steps we cover during training. This way, new employees can reference the material and refresh their knowledge as needed, ensuring a smooth transition to using AMS360 effectively.

AMS360 EMPLOYEE ASSESSMENT

Empower your employees to excel in their roles with training tailored to their skills and positions!

Transitioning to a new role or department can be both exciting and challenging, especially when it requires additional skills in AMS360. To help you excel in your new position, Kite Technology starts by conducting a thorough assessment of your current AMS360 skill set. This evaluation enables us to compare your existing abilities with the skills required for your new role

Using the gathered information, we develop a tailored list of AMS360 tasks that you’ll either need to learn from scratch or refresh your knowledge on. The time commitment for this customized training depends on the number of tasks identified.

With our comprehensive and customized approach to skill development, the AMS360 Consultants at Kite Technology aim to help you transition smoothly and succeed in your new role. Let us guide you through this important phase in your career!

Kite Technology’s New Employee

TRAINING PROCESS

1

Skill Assessment: We begin with a thorough evaluation of the employee’s current AMS360 skill set. This helps us identify gaps between existing knowledge and the requirements of their new role.

2

Flexible Evaluation Options: To ensure a comfortable and accurate assessment, employees can record themselves performing a task rather than participating in a live evaluation. Live sessions are available, but optional, recognizing that some individuals perform better without real-time pressure.

3

Customized Training Plan: Based on the assessment, KiteTech’s AMS360 Consultants create a tailored list of tasks that the employee needs to learn or refresh on. The training duration is determined by the number and complexity of these tasks.

Targeted Training with KiteTech. Optimized Employee Performance.

Outcomes of AMS360 Training

Targeted Skill
Development

Increased Confidence and
System Proficiency

Smoother Transitions Into
New Roles

Enhanced Overall Agency Performance

Our Commitment to Your Success in AMS360

Let Kite Technology’s AMS360 Agency Consultants guide your employees through this important stage of their careers. With our tailored approach to training, they’ll be equipped to succeed and contribute meaningfully to your agency’s goals. Contact us today to discuss your agency’s employee training needs!

AMS360 Migration Support

Streamline Your AMS360

AMS360 MIGRATION SERVICES & SUPPORT

Migrating to a new system can be a daunting process, especially when it comes to something as integral as your agency’s management system. At Kite Technology Group, we understand the complexities involved in migrating to AMS360, and we’re here to help streamline the process.

Our team of experts has years of experience working with insurance agencies of all sizes, and we have the expertise to help guide you through the entire migration process. We’ll work with you every step of the way to ensure that your new system is set up to meet your specific needs, and that your staff is equipped with the tools and training necessary to operate efficiently.

With our guidance, you can be confident that your migration to AMS360 will be a smooth and seamless process. So why wait? Contact us today to learn more about how our expert consulting services can help your agency transition to AMS360 with ease.

Navigate Your AMS360 Migration With Ease

OUR COMPREHENSIVE APPROACH

Pre-migration data clean-up

Before the migration begins, we will work with you to identify and clean up any unnecessary data in your old system. This helps ensure that your new system is set up as efficiently as possible.

Pre-migration admin and workflow training

To help your staff feel prepared and confident in the new system, we provide training on administrative tasks and workflows before the migration.

Agency and system settings in your set-up database

Our team will work with you to configure your new system settings to align with your agency’s specific needs and processes.

Live week triage

Our team will be available on-site during the first week of the migration to provide real-time support and troubleshooting.

Post-migration feature adoption

We’ll work with you to identify any new or underutilized features in your new system, and provide training and support to help your team make the most of them.

Ongoing support

Our commitment to your agency doesn’t end with the migration process. We offer ongoing support and training to ensure that your team is always using your new system as effectively and efficiently as possible.

Let’s Get Started

OUR AGENCY CONSULTING TEAM IS HERE TO HELP

Are you ready to upgrade your agency’s management system to AMS360? Let Kite Technology Group’s expert consultants guide you through a seamless transition. Our comprehensive migration process is designed to help you avoid common roadblocks and make the most of your investment. From pre-migration data clean-up to ongoing support during the first week, we’ll be there every step of the way to ensure a smooth migration.

Don’t let the fear of a difficult migration hold you back from experiencing the benefits of AMS360. Contact us today to learn more about our migration services and how we can help you navigate the process with ease.

AMS360 Consulting Services

AMS360 CONSULTING NOW AVAILABLE!

Improve Your Insurance Agency's Performance With

AMS360 CONSULTING

At Kite Technology Group, we’re proud to offer a comprehensive suite of AMS360 consulting services designed to help your insurance agency get the most from your AMS360 management system. Our team of seasoned professionals bring deep industry expertise and a thorough understanding of AMS360, allowing us to deliver customized solutions that align with your agency’s unique needs and and operational needs.

Our services are designed to help you streamline your workflows, improve operational efficiency, and enhance customer experiences. We’ll work closely with your team to identify pain points and opportunities for improvement and develop tailored strategies to address them.

Whether you’re looking to implement new AMS360 functionality, optimize your workflows, or leverage third-party integrations, we can help. We leverage the latest tools and technologies, as well as best practices from across the industry, to deliver solutions that drive meaningful results.

How we can help

AMS360 Assessments

In order to optimize your AMS360 system, you need to know where to start. Our comprehensive assessment will review your system and identify areas for improvement.

AMS360 OPTIMIZATION

By streamlining workflows, enhancing data management, and customizing user settings, we ensure your agency can operate at peak performance.

AUDITING SERVICES

We have the knowledge and expertise to discover hard-to-find errors and inconsistencies, as well as identify opportunities for improvement.

EMPLOYEE TRAINING

Our training is customized based on each employee’s current level of experience with AMS360 and on the skills they’ll need to have based on their specific role.

Key Benefits of Kite Technology’s

AMS360 CONSULTING SERVICES

Enhanced Efficiency

By streamlining workflows, automating routine tasks, and minimizing manual data entry, our consulting services can help your agency operate more efficiently. This can save time and money, while also freeing up resources to focus on higher-value activities.

Improved Data Quality

We can help you ensure that your AMS360 data is accurate, complete, and current. This will empower your agency to make more informed business decisions and provide superior client service.

Better Reporting and Analytics

Unlock the full potential of AMS360’s reporting tools. Our Agency Consultants optimize your reporting and analytics capabilities so you can gain deeper insights into business performance and make more informed data-driven decisions.

Improved Utilization

As your agency grows, system usage can become more complex, and training your team to use AMS360 correctly can become challenging. KiteTech’s AMS360 Consultants provide tailored training for both new and existing staff to ensure AMS360 is used correctly and efficiently across your organization.

Enhanced Customer Experience

A well-optimized AMS360 system translates to better client service. With our AMS360 Consulting Services, your agency gains elevated client satisfaction and improved retention rates.

Our Commitment to Your Success in AMS360

At Kite Technology Group, we’re dedicated to delivering exceptional service and support. We take the time to understand your agency and objectives, and work collaboratively with your team to ensure that our AMS360 Consulting Services align with your goals. With our expertise and personalized approach, you can be confident that you’re receiving the guidance and support needed to thrive in today’s competitive insurance marketplace.

Contact us today to learn more about our AMS360 consulting services and how we can help your agency operate more efficiently and get the most value from your investment. We look forward to working with you!