Are you struggling to keep up with the demands of accounting in your agency? Kite Technology can help! Our Agency Consulting team has bookkeepers on staff with expertise in Applied Epic, ready to provide customized solutions that meet your agency’s needs.

We understand that every insurance agency is unique and has specific accounting needs. Our expert team takes a custom approach to outsourcing and will develop a plan that meets your agency’s specific accounting requirements. We will also implement our KiteTech Best Practices to ensure that you get the best possible service.

With our outsourced bookkeeping services, you’ll have a dedicated KiteTech bookkeeping team member who will be focused on all of your agency’s accounting needs.

Do you have concerns about the accuracy of your agency’s current accounting data? We can also provide forensic accounting and cleanup services to help agencies achieve accuracy in their financial reporting.

Evaluating Your Workflows


If you answered no to any of the questions above, then your agency would benefit from taking the time to standardize your workflows.


You can create efficiency with configured streamlined functions such as putting activities in the background, utilizing field defaults for descriptions, and using one main activity per workflow.

It allows you to prevent potential E&O exposures by ensuring information is accurate in your database and processed in a timely manner.

Employees can easily pick up and work on an account, no matter who the account belongs to.

It provides a clear and defined workflow for users to follow whether they are brand new employees or have been with the agency for several years.

adam atwell

Adam Atwell

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.