Switching from one Managed Service Provider to another has a significant business impact. Here are 4 pitfalls to avoid for a smooth transition.
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
Conflict is inevitable in any team unit. Let’s discuss what happens when you avoid conflict, as well as the role that trust plays for healthy
Having a work culture rich with recognition is incredibly valuable. Let’s talk about why that is, who should give it, and how to infuse it
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
Discover how Microsoft OneNote transformed a colorfully chaotic desk into a digital utopia. Learn how OneNote can revolutionize your productivity.
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
The New Microsoft Teams offers significant enhancements and new features for streamlined collaboration. Upgrading is easy and quick. Learn what you need to know in
Windows 10 End of Life arrives October 14, 2025. While that may seem far away, your business should have a plan for your workstations and
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
The KiteTech Client Experience team conducts Periodic Business Reviews (PBRs) with each of our Managed Services clients. In this article, we provide insights to help
Running into performance issues on your laptop? We’ve noticed an unusual quirk with newer Intel CPUs. Check out our tips for fixing this with Windows’
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
Microsoft Windows has helpful keyboard shortcuts to make you more productive. In this article, we summarize the most common Windows 10 and 11 shortcuts.
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
When it comes to communicating effectively with your team, your choice of words is just the tip of the iceberg. In this post, we discuss
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
We have recently seen an uptick in threat actor activities designed specifically to thwart current and existing Multi-Factor Authentication security. While most have come in
It is very exciting to be alive in a time where we can start to use AI to do automated tasks in business operations! However,
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,
As a team leader, it is crucial to proactively seek ways to connect with your members. Establishing robust and consistent connections can lead to happier,
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
AMS360 CONSULTING SERVICES: COMING SOON! Expert Insights to Drive Your Agency’s Success AMS360 ASSESSMENT Whether your agency just migrated to AMS360 or you have been
Encouraging your team to provide their input is critical to coming up with the best and most creative solutions in your business. Learn how to
I recall a seminal moment when I first recognized that the Internet had real value. It was 1995 and I received a multiple choice scratch
April is Stress Awareness Month, making it the perfect time to recognize the impact that work-related stress can have on our overall physical and mental
AMS360 CONSULTING SERVICES: COMING SOON! Achieve Compliance, Accuracy, and Efficiency AMS360 AUDITING Kite Technology offers comprehensive AMS360 auditing services to help agencies ensure compliance, maximize
Microsoft Forms is a app included with your Microsoft 365 subscription that gives users the ability to collect information from their customers or employees. In
As a leader, you have a vision for your team, which includes what you want to achieve, where you want to be, and the path
AMS360 CONSULTING SERVICES: COMING SOON! Expert Guidance to Boost Efficiency OPTIMIZATION SERVICES Are you ready to take your insurance agency to new heights? Look no
AMS360 CONSULTING SERVICES: COMING SOON! Onboard Your Employees with Confidence AMS360 & IMAGERIGHT TRAINING Training your agency’s new employees to use AMS360 and ImageRight effectively
Streamline Your AMS360 AMS360 MIGRATION SERVICES & SUPPORT Migrating to a new system can be a daunting process, especially when it comes to something as
AMS360 CONSULTING SERVICES: COMING SOON! Improve Your Insurance Agency’s Performance With AMS360 CONSULTING Here at Kite Technology Group, we’re pleased to offer a comprehensive range
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
IT plays an integral role in business and markets this generation. Big or small, your business will ultimately struggle if you don’t have a strong
Here are four essential elements of the business technology assessment process that you should expect of a new IT Service Provider, or your existing one,
It is with great pride we announce that Adam Atwell, Cloud Solutions Architect at Kite Technology Group has been awarded as a Microsoft® Most Valuable
As you may have recently heard, LastPass (a popular password management software used by millions and recommended by KiteTech) was the recent target of a
As the world around us becomes increasingly digital, it has never been more crucial to know the threats that we face and how to avoid
Just as quickly as it came, 2022 is coming to an end, which means it is time to think about how we want next year
At KiteTech, we love helping people find the right technology solutions for their business. But, we also love technology in general! So, for the holidays
An independent insurance agency using Applied Epic and located in York, Pennsylvania has been working with Kite Technology Group for Managed IT Services since January
To understand how to best recognize and avoid phishing attacks, it’s helpful to first understand exactly what phishing is and why it’s a serious threat.
So far in our Digital Hygiene Series, we have focused on keeping your systems neat and orderly. However, the most important part of digital hygiene
As a business owner, you know how critical it is to have a reliable phone system for your business. However, choosing a new system can be
Need to quickly share a spreadsheet with a colleague? Did you notice a typo in that important document about to be shared with clients? How
Digital hygiene doesn’t just apply to your computer. It’s also important for your mobile devices. Follow these five recommendations concerning your phones and tablets to
Authenticate: au-then-tic-cate; /ôˈTHen(t)əˌkāt/ – a computer user or process having one’s identity verified. Why Basic Authentication is Being Retired Nearly 3 years ago, Microsoft indicated
In our latest article of our Applied Epic Reports series, we will cover Management and Opportunities Reports. Management Reports in Applied Epic are a great
An independent insurance agency using AMS360 and located in San Fransisco, California hired Kite Technology Group for managed IT services. They handle the server, provide
Email is an invaluable tool for both personal and professional communication. Still, an excessive volume of emails can accumulate in your inbox, making it difficult
How do you measure success? Often, we resort to how we feel about the job we have completed or other subjective goals. If our feelings
If you have any experience working with a horribly messy file cabinet room, you know how important it is to practice good hygiene when storing
In our latest installment of our Applied Epic Reports series, we will review the Interface Reports. Interface Reports can be used in conjunction with your
Over the past several years, cybersecurity awareness has become much more prevalent in mainstream media, and for a good reason. In this article, I want
We all love working on a brand-new computer because it is fast and responsive. However, over time, our new computers seem to slow down until
Done right, your insurance agency’s website can help you make a fantastic first impression before you even talk to a prospect. In today’s guest post,
In this second article of our series on Applied Epic reports, we will review those found in the Activity report group. The default reports in
Sometimes you don’t know what you don’t know. There are so many tools available that could improve your workflows, so we’ve gathered some of our
The world is filled to the brim with technology. Our day-to-day consists of constantly logging in and out of devices, applications, and websites. However, the
When you hit the market to find a good IT Service Provider, you will immediately realize two things. One, there is no shortage of IT
A topic that frequently comes up in our leadership meetings is how do we ensure our employees feel connected with their teammates. We want to
Your email signature is an integral part of business operations and branding. Having a high-quality design that includes important information can significantly improve how professional
Delivering extraordinary client service is a truly noble pursuit and the cornerstone of every successful business. It is certainly more art than science, but I
Scheduling meetings with multiple participants at a time that suits everyone can be a real challenge. FindTime is a Microsoft add-in that you can install
Microsoft Bookings is a free app that is part of the Microsoft 365 Suite. If your business pays for a Microsoft 365 subscription, it’s a
In the first installment of our Epic Accounting Series, we discussed the importance and steps involved with Premium Payables. For the second in the series,
Zero-Day vulnerabilities are vulnerabilities in software actively being exploited in the wild but have not yet been disclosed to the software developer, or a patch
Microsoft Outlook has been around for decades now, and in that time has established itself as the most widely used email application in the professional
Insurance carriers have significantly increased the underwriting requirements of coverage this year beyond what has been previously in place. Though requirements vary somewhat depending on
Equipping your company with the right IT solution is critical to your success. For some companies, this may mean outsourcing their IT needs entirely, while
Microsoft OneNote, a notetaking application included in the Microsoft 365 suite of apps, has become an essential productivity tool for businesses today. However, many people
As news of Russian forces launching an attack on Ukraine hit the headlines on February 24th, it is vital that you keep security top-of-mind as
When it comes to the General Ledger section of Applied Epic, we find that there tends to be numerous accounting workflows that agencies do not
We have learned over the years that to stay competitive, agencies need to keep up with these changes. Here’s my list of the top four
For most businesses today, the year 2022 marks almost two full years of operating remotely in at least some capacity. Some leaders couldn’t wait to
Whether you are working from home or are back in the office, creating and maintaining a proper routine is vital for a successful workday. How
With the wide variety of phones on the market today and new ones coming out every year, it can be challenging to choose the right
Like many of us here at Kite Technology, you likely spend some time working from home or have at least several employees working remotely. We
It has become an ongoing trend for agencies to transition their accounting processes from QuickBooks to their Applied Epic system. There are two main advantages
Leadership is no easy task and requires considerable ongoing effort to get it right. With 2022 on the horizon, now is the time to identify
Over time, we install a lot of software applications on our computers and many of these applications are specifically coded to automatically start after every
A reliable internet connection is critical to the productivity of most businesses today. Without it, your employees cannot work, teams cannot be productive, and you
Most will agree that Microsoft Edge is a huge improvement over Internet Explorer. This proves true in many aspects, such as better performance, enhanced security,
There is no question that having high-quality IT support gives your business tremendous advantages. Technology touches almost every facet of your organization. As such, you
As smartphones and tablets become increasingly common in the workplace, hackers aren’t necessarily just using your device to infect it with malware, but also to
When selecting an IT service provider there’s a lot to consider. You want to trust your business to a tech company that can keep your
Windows 11 was officially announced on June 24th, confirming rumors and leaks from several different sources over the past few months. But what can you
Microsoft has made us aware of a new threat against Windows operating systems and Office products. Known as CVE-2021-40444 this vulnerability is being actively exploited
With the Worldwide Intel Chip shortage creating a limited supply of most consumer equipment, including desktop computers and laptops, making sure your devices last a
We’ve all been there. You sit down at your computer to get some work done when you receive a notification alerting you that Microsoft updates
If you are among the many agencies utilizing the Applied Epic platform, do you know there are a myriad of configurations and uses that you
Since starting Kite Technology more than 28 years ago, I’ve spoken with many insurance agency owners. Over the past years, people have increasingly asked questions
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We would love the opportunity to learn more about your business and how we can help.
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.
