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 agencyβs success. https://t.co/o0pThxcPZ3
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. π₯οΈποΈ
https://t.co/3GvTX6glRg
We're kicking off this summer with a splash with a few exciting upcoming webinars! π 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: https://t.co/d84AfXDlSp
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. https://t.co/SOFmGEIX3D
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. https://t.co/Pn0WBOxDz1
Register today to learn best practices for policy configuration in AMS360! Youβll gain practical guidance to improve accuracy, reduce cleanup work, and protect revenue reporting. Sign up to attend the webinar or receive the recording:
https://t.co/sAfq6Z38qp
This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. From all of us at KiteTech, we thank those who served with courage and dedication.β€οΈπ
Explore KiteTechβs AMS360 Resource Hub, your go-to destination for expert insights and tools designed to help you get more out of AMS360. Access a growing collection of videos, user guides, webinars, blogs, and more.π»βοΈ https://t.co/EfXBjcShFn
π£ Tomorrow, May 21 at 2 pm ET, we're talking about accounting cleanup strategies for agencies using Applied Epic. Be sure to sign up now to either attend the webinar live or to get a copy of the recording! https://t.co/cTJGMgztcc
This week, Adam, Greg, Christian, and Jak volunteered for Junior Achievement's BizTown program πΌ This fantastic program gives students the roles of employees, taxpayers, and consumers, managing businesses and contributing to a thriving micro-economy.
To tighten security, enabling Multi-Factor Authentication (MFA) is one of the most effective ways to secure your Applied Epic information. Explore how to implement MFA in Applied Epic in this article β‘οΈ https://t.co/o4upu7rMNn
We have one webinar on Applied Epic Accounting Cleanup Strategies, yes. But what about a second Accounting Cleanup webinar? π₯ We're hosting TWO upcoming webinars about strategies for keeping your accounting in Applied Epic clean! Part 1 is on 5/21: https://t.co/8WUF0M2Q6p
What does good Applied Epic administration look like? In Consulting Corner 40, Lauren Tippett walks through the many responsibilities that fall under Applied Epic administration and why having clear ownership is critical to your agency's success. β‘οΈ https://t.co/lwZuRQwa7X
β Looking for answers to common Applied Epic Activities and Attachments questions? Check out Jenny Honican's latest blog, which addresses those common questions! β‘οΈ https://t.co/1iGiIRMWFa
Jason Gobbel is heading up another NetVU+ AI Session next Wednesday, May 13th, this time talking about other AI tools that insurance agencies can use to save time, improve consistency, and scale output. π NetVU members can learn more and sign up here: https://t.co/ov1faMrmqq
Wondering if your agency is doing its bookkeeping correctly in Applied Epic? π€ Check out our blog covering the do's and don'ts of bookkeeping in this AMS to achieve more accurate reporting β‘οΈ https://t.co/YfjRGjEVzd
Does your agency use Applied Epic for its accounting? If so, we have a webinar coming up on Thursday, May 21st dedicated to Applied Epic accounting cleanup strategies. Sign up on our website here: https://t.co/GqqdAS1HEw