Insurance agencies face increasing pressure to deliver consistent, high-quality services to keep up with client demands. Standardizing Applied Epic workflows is essential for any successful
Get ready for Applied Net 2024 in Nashville, TN! To avoid FOMO, here are tips for attending sessions and networking with agencies and vendors. Take
Applied Epic Dashboards give agencies the ability to answer their key questions with helpful visuals. Learn about user roles, how to display data, and much
Don’t let Direct Billing issues in Applied Epic interrupt your workflow. Learn how to overcome the most common Direct Billing issues in this blog.
A variety of Agency Billing scenarios exist in Applied Epic, and each come with their own discrepancies that can arise. Learn how to overcome these
Migrating to Applied Epic can elevate your insurance agency’s operations, but it’s no small feat to accomplish. Here we explore what to expect through the
Why is retention important? It costs much more to attract new clients than keep current clients. Learn how to measure your retention in Applied Epic
A major advantage of having an agency management system like Applied Epic is that you can wield reports for evaluation, decision making, identifying problems, and
No matter what type of fiscal period your agency operates by, year-end procedures should be performed in Applied Epic for accounting. This process should be
Are you still torn between using Applied Epic on your Desktop vs your Browser? This blog continues our exploration of the new features of Applied
Building on our previous Applied Epic Accounting Glossary blog, we’re now diving into a more general glossary of terms. We’ve put together this list to
It’s that time of year when agency management teams are working on performance reviews for their teams. If your agency uses Applied Epic, you are
Hiring a new employee is a significant undertaking, but the work doesn’t end once they join. The process of employee onboarding includes both the process
Applied Epic’s accounting features introduce a range of terms that may vary from traditional accounting vocabularies or those in other agency management systems. To assist,
If your agency is using Applied Systems’ Hosted Exchange, you’ll need to transition to a new service by December 31, 2023. Learn what you need
There are many advantages to using the Applied Epic Browser. Learn how it can help you get more done, whether you’re in the office or
Despite the initial unease performance audits may provoke, they can be invaluable for your agency’s growth and success. Learn how to use AMS360 audits to
Learn how performing general ledger account reconciliations in Applied Epic ensure accurate financial records and improve data integrity.
Accurate bookkeeping in Applied Epic is an area where many agencies struggle and lack confidence in the integrity of their accounting data and financial reports.
Applied Epic EXPERT OUTSOURCED BOOKKEEPING Are you struggling to keep up with the demands of accounting in your agency? Kite Technology can help! Our Agency
Effective management of security groups is a critical aspect of ensuring the security and integrity of your data in Applied Epic. Security groups are a
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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.
