insurance

How to Streamline Your New Employee Onboarding with Applied Epic

September 18, 2023 by Laura Whaley

Hiring a new employee is a significant undertaking, but the work doesn’t end once they join. Effective employee onboarding includes both the process of familiarizing your employees with your organization as well as managing the necessary administrative tasks. Did you know that Applied Epic can help you with that? In this blog post, we share how you can use Epic to better manage your new employee onboarding process.

Applied Client Network Resources for New Employee Onboarding

You can find several resources on the Applied Client Network for New Hire Onboarding. They offer a:

New Hire Checklist for Agency Hiring Managers
Customizable Onboarding Education Tracker for New Employees
Industry and Company Terminology Resources for New Employees template

In addition to these documents there is an entire Communications Template Package with various email and word templates that can be used in communication with your new hire.

Managing New Employee Onboarding Tasks with Applied Epic

The Agency Consulting Team here at Kite Technology Group also recommends using Applied Epic to help manage some of the additional tasks that you need to complete for your new employee.

We recommend adding an activity when adding a new employee. This activity may be tied to the event of adding a new account or a manual activity. Once the activity is decided upon, tasks can be added and/or assigned for all the items that need to be done for that new employee. These could include:

Adding User Login
Adding User to the Security Group
Assign the employee’s lookup code to the User
Assign/Schedule Reports
Process Workload Reassignments
Assign access to Carrier Websites
Documenting User Access at hire
Assigning rights to access other employees’ signatures, activities, tasks or renewals.
Assign Applied University Courses or other Training Modules

With a good onboarding process, you can tailor the new hire experience, keep new employees engaged and improve your time to productivity. A good onboarding program will help to improve your employee retention and retention means less time and money on rehiring and retraining.

Managing Employee Offboardings

We also recommend creating a manual activity for employee exits. Like employee onboarding, the activity and tasks will be started as soon as HR notifies the employee will be exiting. These tasks will create a checklist that can be shared across a team to ensure that your system access is terminated, and all of the proper procedures are followed upon the employee’s departure.

Training for Applied Epic Users

Ensuring that your new employees are proficient in Applied Epic is vital for both their success and that of your agency. Applied Epic training that focuses on your agency’s workflows boosts operational efficiency and guarantees consistent, high-quality service. If you don’t have the internal resources to provide training, KiteTech can help. Check out our Applied Epic Resources Page for our collection of on-demand webinars, blog posts, and training videos.

Our suite of Applied Epic Consulting Services includes customized training solutions for your new employees or those transitioning to a different role. With our expertise, your team will be equipped to harness the full potential of Applied Epic, driving productivity and fostering a culture of excellence. Contact us today to learn more!

Laura Whaley

Agency Consultant
Kite Technology Group

AMS360 Assessment

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 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.

Kite Technology’s AMS360

ASSESSMENT PROCESS

A consultant will assess the effectiveness of AMS360 utilization and provide an action plan to address your most pressing issues.

The assessment is conducted in four phases:

Discovery Conversation

A consultant will conduct a conference call with your agency’s leadership and subject-matter experts from your agency to understand:

An overview of your agency's operations
Lines of business (Commercial, Personal, Benefits, etc.), and target markets
Organizational structure, key team members and roles within your agency
Integrations and third-party tools you are using or plan to implement
Pain points and challenges that must be addressed to meet your business objectives

AMS360 Data and Configuration Deep Dive

The consultant will review your AMS360 database*, audit your transaction activity, and execute various AMS360 system reports* to determine:

* Agency will need to provide a log in with admin access to AMS360

Check key configuration settings
Run AMS360 reports
Assess workflow efficiency
Identify data and process issues
Determine consistency of your processes across team members
Evaluate alignment with best practices

Presentation of Findings and Recommendations

The consultant will conduct a conference call with leaders and invited team members to review findings and recommend next steps. Findings will include a breakdown of both strengths and areas of opportunity across various aspects of your AMS360 implementation, including:

Proposal and Documentation

The recommended next steps will include a detailed proposal outlining a planned approach for deriving the most value the quickest. Depending on findings, recommendations will include a combination of various activities such as configuration changes, workflow design and/or documentation. After the presentation, the agency leadership will be provided with the following deliverables electronically:

Unlock Your Agency’s

FULL POTENTIAL

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.

AMS360 Auditing Services

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 accuracy, and drive efficiency. Our consulting team has the knowledge and expertise to discover hard-to-find errors and inconsistencies, as well as identify opportunities for improvement within your agency’s AMS360 system.

OUR SERVICES

Our auditing services include a thorough review of your AMS360 data, processes, and workflows to identify the areas that would benefit from an optimization. We also provide recommendations and solutions to help you address any issues and improve the overall performance of your AMS360 system.

Our team understands the unique challenges faced by AMS360 agencies, and we work closely with you to tailor our services to meet your specific needs and goals. Whether you’ve just recently migrated to AMS360 or have been using it for years, we provide customized services that fit your agency’s size, structure, and workflows, ensuring that you get the most out of your AMS360 investment.

Benefits of optimization

Data integrity and compliance auditing
Workflow analysis and optimization
Custom report generation and analysis
AMS360 system configuration review and optimization
Process improvement recommendations

AMS360 SYSTEM AUDIT

Our comprehensive AMS360 system audits go beyond a simple review of settings and features. We conduct a thorough analysis of your system, identifying areas for optimization and improvement. Our experienced AMS360 specialists review your data, processes, and workflows to identify inefficiencies, gaps, and opportunities for greater efficiency and profitability.

Through our audit process, we provide you with customized recommendations and solutions that fit your agency’s unique needs and goals. We also provide detailed reports and insights, allowing you to make informed decisions and implement changes that will maximize the potential of your AMS360 system.

Conducting an AMS360 system audit can help:

Identify Errors and Inconsistencies

An AMS360 system audit can identify errors and inconsistencies within your AMS360 system, ensuring that your data is accurate and up-to-date.

Optimize Workflows

By identifying areas for improvement, an AMS360 system audit can help you optimize your agency’s workflows, saving time and increasing efficiency.

Ensure Compliance

An audit can help you ensure that your agency is compliant with industry regulations and guidelines, reducing the risk of errors and potential penalties.

Increase Profitability

By optimizing your AMS360 system and workflows, you can reduce the risk of errors and save time, ultimately leading to increased profitability for your agency.

Overall, an AMS360 system audit can help you maximize the potential of your AMS360 system, ensuring that it operates at peak efficiency and providing you with the tools and insights you need to succeed in the competitive insurance industry.

AMS360 WORKFLOW COMPLIANCE AUDIT

Our AMS360 Workflow Compliance Audits can help you ensure that your agency’s procedures are being followed accurately and efficiently by your entire team. Our consultants will take your existing procedures and create a customized worksheet that outlines expected waypoints, timelines, action types, suspense, and document types.

To ensure that your agency’s procedures are being followed consistently, we select at least two transactions of each type (New Business, Renewal, Endorsement, and Cancellation) from different customers, spanning different time periods. This approach allows us to assess compliance for both small and large customers, ensuring that all customers receive the same high level of service.

We present the worksheet and our findings in a live web session with managers, allowing you to identify areas for improvement and take action to optimize your agency’s workflow. If your agency does not have formal procedures, we conduct the audit using “best practice” standards to ensure compliance with industry regulations and guidelines.

Our AMS360 Workflow Compliance Audits can be used to confirm adherence to standards/procedures and to identify areas where additional training is needed. With our help, you can achieve greater compliance, efficiency, and profitability for your agency.

Conducting an AMS360 workflow compliance audit can help:

Ensure Compliance

By conducting an audit of your AMS360 workflows, you can identify any gaps or discrepancies in your agency’s processes, and ensure that your workflows align with industry best practices and regulatory requirements.

Increase Efficiency

An AMS360 Workflow Compliance Audit can identify any inefficiencies in your agency’s workflows, and provide recommendations for streamlining processes and improving overall efficiency.

Mitigate Risk

By ensuring that your agency’s workflows are compliant with industry standards and regulations, you can reduce the risk of errors and avoid potential penalties or legal issues.

Improve Performance

An audit can provide you with valuable insights into your employees’ performance, enabling you to identify areas for improvement and where additional training would be beneficial.

Boost Client Satisfaction

Compliance with your agency’s AMS360 workflows can help you provide better service to your clients, leading to increased satisfaction and loyalty.

Overall, an AMS360 Workflow Compliance Audit can help you ensure that your agency’s workflows are efficient, compliant, and optimized for success. By conducting regular audits, you can stay ahead of the competition and position your agency for long-term growth and profitability.

AMS360 Optimization Services

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 further! At Kite Technology, we specialize in AMS360 optimization services that transform your business processes, maximize efficiency, and drive growth.We are dedicated to helping you unlock the full potential of your AMS360 system. By streamlining workflows, enhancing data management, and customizing user settings, we ensure your agency can operate at peak performance.

Discover the difference our AMS360 Optimization Services can make for your agency’s operational efficiency. Experience improved productivity, increased profitability, and a competitive edge in the market.

Expert System Optimization

UNLOCK PEAK PERFORMANCE

AMS360 system optimization involves a series of actions and strategies aimed at enhancing the performance and efficiency of your insurance agency’s management system. By fine-tuning various aspects of the system, your agency can streamline workflows, improve data management, and boost overall productivity.

When done right, an AMS360 system optimization can significantly enhance your insurance agency’s performance, leading to increased productivity, improved customer service, and ultimately, higher profitability. Our AMS360 experts here at KiteTech can help you achieve these goals and unlock the full potential of your AMS360 system.

KEY ASPECTS OF AMS360 SYSTEM OPTIMIZATION:

DATA TABLE CLEANUP

Organizing and cleaning up data tables help to improve data entry efficiency, reduce errors, and assist service and sales team members in accessing information quickly.

COVERAGE AND LINE OF BUSINESS OPTIMIZATION

Ensuring that coverages and lines of business are properly organized and connected with the correct corresponding data entry items and ACORD applications. This enhances data flow and reduces discrepancies in the system.

CHARGE TYPES MANAGEMENT

Analyzing and optimizing charge types to improve billing processes, financial management, and overall operational efficiency.

Efficiency

Thoroughly cleaning up and managing eForms (ACORD) ensures that your agency maintains compliance with state regulations, displays only the relevant forms for licensed states, and uses the most recent form versions.

SYSTEM INTEGRATION

Ensuring that AMS360 is seamlessly integrated with other essential tools, platforms, and third-party applications used within your insurance agency, which helps to improve data sharing and overall efficiency.

Achieve your goals and unlock the full potential of your AMS360 system

Expert User Optimization

MASTER AMS360

AMS360 user optimization focuses on enhancing the experience and efficiency of individual users within your insurance agency, ensuring they can make the most of the AMS360 system. By optimizing user-related aspects, your agency can improve productivity, streamline workflows, and reduce the learning curve for new employees.

The goal of AMS360 user optimization is to maximize the efficiency of your insurance agency’s staff and ensure they are comfortable and proficient with the system. The KiteTech team can help you identify areas for improvement, customize user settings, and provide the necessary training and support to empower your team members to work at their best.

KEY ASPECTS OF AMS360 USER OPTIMIZATION:

USER SETTINGS CUSTOMIZATION

Tailoring user settings, preferences, and options according to individual requirements, which helps users to work more efficiently and effectively.

TABLE AND VIEW CUSTOMIZATION

Rearranging and organizing tables within center views, policies, and lines of business to enhance data visibility and minimize clutter.

KEYBOARD SHORTCUTS AND HOTKEYS

Educating users on the use of keyboard shortcuts and hotkeys within the system can significantly speed up their work and minimize the need for mouse clicks.

VIEW OPTIONS OPTIMIZATION

Adjusting view options across different centers and modules to ensure users can access the information they need more quickly and easily.

PERFORMANCE MONITORING AND FEEDBACK

Monitoring user performance, gathering feedback, and addressing any issues or bottlenecks they may encounter in using the AMS360 system, which contributes to continuous improvement and overall user satisfaction.

QUICK ACCESS TOOLBAR OPTIMIZATION

Configuring the Quick Access toolbar to include frequently used commands and functions, allowing users to access them quickly and save time.

USER TRAINING AND SUPPORT

Providing comprehensive training and ongoing support to users helps them to become more proficient in using AMS360, ensuring that they can utilize the system’s features to their fullest potential.

Partner With Kite Technology

REVOLUTIONIZE YOUR AGENCY OPERATIONS

Don’t let inefficiencies hold your insurance agency back from reaching its full potential. Embrace the power of our AMS360 Optimization services and consulting to unlock higher productivity, streamlined workflows, and exceptional growth. Our team is committed to delivering tailored solutions for both system and user optimization that will revolutionize the way you conduct business.

Take the first step towards a more efficient and profitable future – reach out to us today to schedule a consultation, and let’s embark on this journey of transformation together. Your agency’s success is our top priority, and we’re eager to help you achieve it.

AMS360 Employee Training

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 can be a time-consuming and overwhelming process for both you and your new hires. However, effective employee training is critical in ensuring a successful and efficient onboarding experience, and can significantly impact your new employees’ confidence and their relationship with your agency.

At Kite Technology Group, we offer comprehensive AMS360 and ImageRight user training that enables your employees to quickly learn the ropes so they can feel confident and capable in their roles. Our training is customized based on each employee’s current level of experience with AMS360 and on the skills they’ll need to have based on their specific role within the agency.

Kite Technology’s New Employee

TRAINING PROCESS

1

To ensure effective training, we begin by creating a customized list of AMS360 and ImageRight tasks based on the employee’s role and responsibilities. We then consult with their manager to identify the top priorities to be covered in the first 60 days and tailor the sessions accordingly.

2

Our training sessions are tailored to your agency’s specific needs by gathering information on your agency’s procedures and standards before we get started. If a procedures manual is not available, we ask targeted questions to help us create a customized training plan that aligns with your agency’s unique workflows and industry best practices.

3

We cater our training approach based on the employee’s familiarity with AMS360 and ImageRight:

If they are a prior AMS360 and/or ImageRight user, we would focus on the “highlights” and fine-tune the topics according to the agency’s process. This approach results in less time spent on training.
For those familiar with agency operations but new to AMS360 or ImageRight, we will provide in-depth training sessions that cover a wide range of topics. This comprehensive approach may require more time, but will ensure that new employees are equipped with the skills they need to use the system effectively.
For those completely new to agency operations, we offer a gradual crawl-walk-sprint-marathon approach to help them become completely comfortable in process and procedure over time. We start with mid-level introduction to certain features and workflows to get them “crawling”. Then we move on to a deeper dive into their tasks in the “walk” level after a few weeks. The “sprint” level comes a few more weeks down the road with even deeper workflows, and the “marathon” level takes many months, perhaps a year, to achieve complete comfort with the process and procedure.

4

For certain workflows, we offer written handouts that provide detail of the steps we cover during training. This way, new employees can reference the material and refresh their knowledge as needed, ensuring a smooth transition to using AMS360 and ImageRight effectively.

AMS360 AND IMAGERIGHT

EMPLOYEE ASSESSMENT

Empower your employees to excel in their roles with training tailored to their skills and positions!

At Kite Technology, we understand that transitioning to a new role or department/team within your agency can be challenging and require additional skills in AMS360 and/or ImageRight. To help you excel in your new position, we start by conducting a thorough assessment of your current AMS360 and ImageRight skill set. This evaluation enables us to compare your existing abilities with the skills required for your new role.

To make the assessment process as accurate and comfortable as possible, we’ll have you perform a task and record the process. While live evaluations with a trainer are an option, we recognize that it can sometimes cause nervousness and lead to errors. That’s why we provide a more flexible approach to assessing your skills.

Using the gathered information, we develop a tailored list of AMS360 and ImageRight tasks that you’ll either need to learn from scratch or refresh your knowledge on. The time commitment for this customized training depends on the number of tasks identified.

With our comprehensive and customized approach to skill development, we aim to help you transition smoothly and succeed in your new role. Let us guide you through this exciting phase in your career!

AMS360 Migration Support

Streamline Your AMS360

AMS360 MIGRATION SERVICES & SUPPORT

Migrating to a new system can be a daunting process, especially when it comes to something as integral as your agency’s management system. At Kite Technology Group, we understand the complexities involved in migrating to AMS360, and we’re here to help streamline the process.

Our team of experts has years of experience working with insurance agencies of all sizes, and we have the expertise to help guide you through the entire migration process. We’ll work with you every step of the way to ensure that your new system is set up to meet your specific needs, and that your staff is equipped with the tools and training necessary to operate efficiently.

With our guidance, you can be confident that your migration to AMS360 will be a smooth and seamless process. So why wait? Contact us today to learn more about how our expert consulting services can help your agency transition to AMS360 with ease.

Navigate Your AMS360 Migration With Ease

OUR COMPREHENSIVE APPROACH

Pre-migration data clean-up

Before the migration begins, we will work with you to identify and clean up any unnecessary data in your old system. This helps ensure that your new system is set up as efficiently as possible.

Pre-migration admin and workflow training

To help your staff feel prepared and confident in the new system, we provide training on administrative tasks and workflows before the migration.

Agency and system settings in your set-up database

Our team will work with you to configure your new system settings to align with your agency’s specific needs and processes.

Live week triage

Our team will be available on-site during the first week of the migration to provide real-time support and troubleshooting.

Post-migration feature adoption

We’ll work with you to identify any new or underutilized features in your new system, and provide training and support to help your team make the most of them.

Ongoing support

Our commitment to your agency doesn’t end with the migration process. We offer ongoing support and training to ensure that your team is always using your new system as effectively and efficiently as possible.

Let’s Get Started

OUR AGENCY CONSULTING TEAM IS HERE TO HELP

Are you ready to upgrade your agency’s management system to AMS360? Let Kite Technology Group’s expert consultants guide you through a seamless transition. Our comprehensive migration process is designed to help you avoid common roadblocks and make the most of your investment. From pre-migration data clean-up to ongoing support during the first week, we’ll be there every step of the way to ensure a smooth migration.

Don’t let the fear of a difficult migration hold you back from experiencing the benefits of AMS360. Contact us today to learn more about our migration services and how we can help you navigate the process with ease.

AMS360 Consulting Services

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 of AMS360 consulting services to help your insurance agency get the most from your AMS360 management system. The KiteTech team is comprised of experienced professionals with deep industry expertise and knowledge, enabling us to offer customized solutions that align with your agency’s unique needs and goals.

Our services are designed to help you streamline your workflows, improve operational efficiency, and enhance customer experiences. We’ll work closely with your team to identify pain points and opportunities for improvement and develop tailored strategies to address them.

Whether you’re looking to implement new AMS360 functionality, optimize your workflows, or leverage third-party integrations, we can help. We leverage the latest tools and technologies, as well as best practices from across the industry, to deliver solutions that drive meaningful results.

How we can help

AMS360 Assessments

In order to optimize your AMS360 system, you need to know where to start. Our comprehensive assessment will review your system and identify areas for improvement.

AMS360 OPTIMIZATION

By streamlining workflows, enhancing data management, and customizing user settings, we ensure your agency can operate at peak performance.

AUDITING SERVICES

We have the knowledge and expertise to discover hard-to-find errors and inconsistencies, as well as identify opportunities for improvement.

EMPLOYEE TRAINING

Our training is customized based on each employee’s current level of experience with AMS360 and on the skills they’ll need to have based on their specific role.

Key Benefits of Kite Technology’s

AMS360 CONSULTING SERVICES

Enhanced Efficiency

By streamlining workflows, automating processes, and reducing manual data entry, our consulting services can help your agency operate more efficiently. This can save time and money, while also freeing up resources to focus on higher-value activities.

Improved Data Quality

We can help you ensure that your AMS360 data is accurate, complete, and up-to-date. This can help you make more informed business decisions and provide better service to your clients.

Better Reporting and Analytics

We can help you optimize your reporting and analytics capabilities, enabling you to gain deeper insights into your business performance and make data-driven decisions.

Improved Utilization

As your agency grows, it can become more complex and challenging to train your team to use AMS360 correctly. We can provide training to current and new employees to ensure that they are utilizing the system correctly and efficiently.

Enhanced Customer Experience

By optimizing your AMS360 management system, we can help you provide better service to your clients. This can lead to higher satisfaction rates, increased customer loyalty, and improved retention.

WE'RE HERE TO HELP YOU GET THE MOST FROM AMS360!

At Kite Technology Group, we’re committed to delivering exceptional service and support to our clients. We take the time to understand your agency and objectives, and work collaboratively with your team to ensure that our solutions align with your goals and priorities. With our AMS360 Consulting Services, you can be confident that you’re getting the support and expertise you need to thrive in today’s competitive insurance marketplace.

Contact us today to learn more about our AMS360 consulting services and how we can help your agency operate more efficiently and get the most value from your investment.. We look forward to working with you!