Kite Technology Group @KiteTechGroup
Helping businesses boost their performance and security through exceptional Managed IT and Consulting Services. We'll take IT from here! kitetechgroup.com Owings Mills, MD Joined November 2011-
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Today, we're celebrating the fathers, father figures, and mentors who inspire us with their wisdom, unwavering support, and endless dad jokes. Happy Father's Day to all the amazing dads who make a difference in the lives of those around them. Thank you for everything you do.💙
In this video, Shelly Werfelmann walks through the Active Clients Report in My Agency Reports (MAR) and shares practical ways agencies can use it to improve data quality, reporting accuracy, and workflow consistency. Check it out today! bit.ly/4ozPcbX
Today, we honor Juneteenth and celebrate freedom, resilience, and progress. We recognize the importance of fostering inclusion, opportunity, and innovation in the communities we serve and the work we do.✊🏾 #Juneteenth #FreedomDay #Inclusion
Shelly is back to explain why downloads are essential, walk you through the setup process step by step, and share the daily maintenance practices that help keep everything running smoothly. Don't miss today’s featured blog! bit.ly/4velOKM
In just 20 minutes, Lauren shares five practical ways to help minimize errors and omissions risks in Applied Epic. No matter your role, this episode offers valuable tips to tighten up your processes and minimize your agency’s E&O risk. Watch now! bit.ly/43nP19V
From gaining access to a shared drive to securely sharing files externally, Krystal Son is answering some of the most common tech questions to help make your workday easier. Check out our featured blog and get the answers you've been looking for! bit.ly/3QthpV7
Join us in this on-demand webinar to learn how smarter AMS360 commission setup can improve reporting accuracy, strengthen data integrity, and help your team work more efficiently. Watch now and discover practical tips you can put to use right away! bit.ly/49N35xb
Join us for the second part of our comprehensive Accounting Cleanup series on Thursday, July 2nd! During this session, Lauren Tippett and Buffy Johnson will highlight key cleanup methods needed for tidying up your accounting. bit.ly/3QaEbAQ
Having trouble navigating the “Download Results” feature in Applied Epic? We’ve got you covered! Jenny Honican is back with a step-by-step guide that shows you how to quickly search, filter, and review your Download Results Screen with ease. bit.ly/4ur4MYK
Ready to take a closer look at your AMS360 data? 🕵️🔎 In this blog, Shelly Werfelmann, Vertafore AMS360 Agency Consultant, highlights key AMS360 reports that can help you effectively audit your database. Check out the blog today! bit.ly/43RXpP0
Get expert optimization guidance brought to you by our team of consultants. This checklist highlights high-level opportunities to help you streamline operations and support smarter, data-driven decisions.✅ bit.ly/4ojIBlJ
Our on-demand webinar on data governance is available now! During this session, Adam Atwell and Jason Gobbel will break down what data governance actually means for agencies, without the confusing jargon. Catch the full recording today at the link below. bit.ly/3Qv9syC
Please join us in welcoming the newest member of our Applied Epic Consulting team, Katie Neiderer! 👏👏👏 With her strong background in Applied Epic, Katie joins us as an Agency Consultant. Welcome to the KiteTech team, Katie! We're thrilled to have you join us! 😁
Stop by our Applied Epic page to explore all of our resources in one convenient place! From insightful webinars to shareable handouts, we have it all. Access all of these resources and more at the link below: bit.ly/3Qex9Ly
In case you missed it, check out our featured blog post on bookkeeping do’s and don’ts in Applied Epic. These items will highlight best practices to help teams stay organized, reconciled, and in control. bit.ly/43K0xfI
In this episode of Consulting Corner, Lauren Tippett, Chief Agency Consultant at Kite Technology Group, walks through the many responsibilities that fall under Applied Epic administration and why having clear ownership is critical to your agency’s success. bit.ly/3RRVrLJ
Jenny Honican is back to answer some of the most common questions about using and documenting Activities and Attachments in Applied Epic. Learn best practices for keeping client information consistent, searchable, and accessible to your entire team. 🖥️🗃️ bit.ly/49sRPWD
We're kicking off this summer with a splash with a few exciting upcoming webinars! 🌊 Join our team of experts for two informative presentations packed with valuable insights. Register today to attend live or catch the recordings on your own schedule: bit.ly/4eanBKz
During this 90-minute on-demand webinar our agency consultants will provide an in-depth walk through on how to align your accounting methods with your workflows and clean up the key problem areas that impact your financial accuracy the most. bit.ly/4uyhDsR
Jason Gobbel, our Chief Solutions Officer, is back again with a 3-Part AI Webinar Series! Artificial Intelligence is everywhere nowadays, and Jason is here to help you understand what it can do for you and your organization. bit.ly/3PNttjJ
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