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.
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:
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:
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:
*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.
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:
After getting to know your agency and its AMS360 usage better, your consultant will provide your agency’s leaders with the following deliverables electronically:
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.
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Thursday, July 13 | 2:30 pm ET
Presenter: Michael Trouillon
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.
