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Practical guidance on business technology, security, and AI to help you stay productive and protected. We also provide expertise on agency management systems like Applied Epic and AMS360 so you can get the most value from the tools you rely on every day.

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A Spring Reset for Your AMS360 System

Spring is a natural time to reset. If workflows feel clunky, reports lack clarity, or backlogs continue to build, it may be time to refine how your agency uses AMS360. The S.P.R.I.N.G. framework provides a practical structure for strengthening setup, processes, reporting, and overall performance.
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Bookkeeping in Applied Epic: Do’s and Don’ts for Accurate Reporting

Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do's and don'ts in Applied Epic for best practices to help teams stay organized, reconciled, and in control.
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The CLEAR-Q Method: How to Build AI GPTs and Copilot Agents that Don’t Go Off the Rails

CLEAR-Q is a practical framework for writing system prompts or agent instructions for your AI GPT or Copilot Agent. This blog breaks down this framework and walks you through an example.
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The Importance of Bank Reconciliation in Applied Epic

In this blog, explore what bank reconciliation is in Applied Epic, how to do it, why you should reconcile, and tips for helping your agency better track financials, client balances, and carrier payables.
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Strategies for Success with AMS360 Downloads

Downloads in AMS360 can save insurance agencies time by automating data transfers for carrier documents. So how do you start using this feature in AMS360? This blog explains how, as well as provides key tips on using Downloads to their fullest potential.
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Is It Safe to Use Public Wi-Fi? 4 Things You Should Know Before You Connect

As convenient as public Wi-Fi networks are on the go, these networks come with significant security risks. Here are 4 things you should know before you connect to a public Wi-Fi.
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Closing the Year in Applied Epic: What You Need to Know

Learn how to properly close the year in Applied Epic with this updated step-by-step guide. Review key reports, understand year-end journal entries, and ensure your accounting data is accurate for the new fiscal year.
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AMS360 Data Cleanup: Using the Merge Tool to Eliminate Duplicate Customer Records

Duplicate customer records can create reporting issues, accounting discrepancies, and workflow challenges in AMS360. This article explains why duplicates occur, how to prevent them, and walks you through the steps to merge records safely and effectively so your agency can maintain clean, reliable data.
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How to Enable Multi-Factor Authentication (MFA) in Applied Epic: A Must Have for Your Agency’s Security

Multi-Factor Authentication (MFA) is now essential for protecting sensitive agency data. This guide explains how to enable MFA in Applied Epic through Microsoft 365, including prerequisites, setup steps, and expert recommendations from Kite Technology Group. Strengthen security, simplify access, and keep your agency compliant.
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A Quick Guide to the Download Results Screen in Applied Epic

The Download Results screen in Applied Epic is an interactive Communication Log. Explore how to navigate, filter, and review the results found on this screen.
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Building a Strong AMS360 Foundation: Essential Elements for Success

A strong AMS360 foundation starts with the right setup and consistent processes. Learn the essential elements every agency needs to improve efficiency, maintain clean data, and reduce E&O exposure, so your team can work smarter and your system can perform at its best.
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Creating and Modifying Applied Epic Dashboards with Asset Builder

Looking for how to modify Applied Epic Dashboards or create your own? Check out Asset Builder! Learn how to access Asset Builder and how to modify and create your own dashboards with this tool.
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Spring Reset for your AMS360 System - KiteTech
AMS360

A Spring Reset for Your AMS360 System

February 20, 2026 No Comments
Spring is a natural time to reset. If workflows feel clunky, reports lack clarity, or backlogs continue to build, it may be time to refine ...
Read More →
Do's and Don'ts for Bookkeeping in Applied Epic
Applied Epic

Bookkeeping in Applied Epic: Do’s and Don’ts for Accurate Reporting

February 16, 2026 No Comments
Bookkeeping in Applied Epic is the foundation of accurate financial reporting, regulatory compliance, and day-to-day operational confidence. Explore bookkeeping do's and don'ts in Applied Epic ...
Read More →
KiteTech - CLEAR-Q Framework Blog
AI

The CLEAR-Q Method: How to Build AI GPTs and Copilot Agents that Don’t Go Off the Rails

January 26, 2026 No Comments
CLEAR-Q is a practical framework for writing system prompts or agent instructions for your AI GPT or Copilot Agent. This blog breaks down this framework and walks ...
Read More →
The Importance of Bank Reconciliation in Applied Epic
Applied Epic

The Importance of Bank Reconciliation in Applied Epic

January 24, 2026 No Comments
In this blog, explore what bank reconciliation is in Applied Epic, how to do it, why you should reconcile, and tips for helping your agency ...
Read More →
Strategies for Success with AMS360 Downloads
AMS360

Strategies for Success with AMS360 Downloads

January 15, 2026 No Comments
Downloads in AMS360 can save insurance agencies time by automating data transfers for carrier documents. So how do you start using this feature in AMS360? ...
Read More →
What to Know Before You Connect to Public WiFi
General

Is It Safe to Use Public Wi-Fi? 4 Things You Should Know Before You Connect

December 18, 2025 No Comments
As convenient as public Wi-Fi networks are on the go, these networks come with significant security risks. Here are 4 things you should know before ...
Read More →
Closing the Year in Applied Epic - KiteTech Blog
Applied Epic

Closing the Year in Applied Epic: What You Need to Know

December 11, 2025 No Comments
Learn how to properly close the year in Applied Epic with this updated step-by-step guide. Review key reports, understand year-end journal entries, and ensure your ...
Read More →
AMS360 Data Cleanup - KiteTech Blog
AMS360

AMS360 Data Cleanup: Using the Merge Tool to Eliminate Duplicate Customer Records

December 2, 2025 No Comments
Duplicate customer records can create reporting issues, accounting discrepancies, and workflow challenges in AMS360. This article explains why duplicates occur, how to prevent them, and ...
Read More →
MFA in Applied Epic
Applied Epic

How to Enable Multi-Factor Authentication (MFA) in Applied Epic: A Must Have for Your Agency’s Security

November 12, 2025 No Comments
Multi-Factor Authentication (MFA) is now essential for protecting sensitive agency data. This guide explains how to enable MFA in Applied Epic through Microsoft 365, including ...
Read More →
KiteTech Blog: Guide to Download Results Screen in Applied Epic
Applied Epic

A Quick Guide to the Download Results Screen in Applied Epic

October 27, 2025 No Comments
The Download Results screen in Applied Epic is an interactive Communication Log. Explore how to navigate, filter, and review the results found on this screen.
Read More →
Building a Strong AMS360 Foundation
AMS360

Building a Strong AMS360 Foundation: Essential Elements for Success

October 23, 2025 No Comments
A strong AMS360 foundation starts with the right setup and consistent processes. Learn the essential elements every agency needs to improve efficiency, maintain clean data, ...
Read More →
Applied Epic Dashboards Asset Builder
Applied Epic

Creating and Modifying Applied Epic Dashboards with Asset Builder

July 23, 2025 No Comments
Looking for how to modify Applied Epic Dashboards or create your own? Check out Asset Builder! Learn how to access Asset Builder and how to ...
Read More →
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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. 

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