Kite Technology Group

KiteTech's leadership team was hard at work today during their quarterly planning meeting! 💪 Lots of fantastic discussions about where we can focus our efforts to continue to serve our clients and our employees the best we can every day! 🌟

Happy Father's Day to all the incredible dads out there! ❤️ Today we celebrate the love, guidance, and invaluable presence of dads in our lives. Here's to you! 🙌 (PS Apparently, you can get away with dad jokes more today. Feel free to test it out!)

Need help squeezing the most out of Applied Epic Reports? Our team just wrapped up our massive 3-part webinar series, Mastering Applied Epic Reports. These videos are available to you on demand! Watch them to get more insights into the reports you run for your agency—and ones that you may consider running in the future!

On-Demand Webinar Series: Mastering Applied Epic Reports Join us for our complimentary webinar series, Mastering Applied Epic Reports, where we will delve into all the essential reports within the Applied Epic system. Whether you're a seasoned user looking to optimize your reporting capabilities or new to Applied Epic and eager to unlock its reporting fea...

In case you missed it, our webinar about Azure Virtual Desktop is now available for viewing! Learn more about how to set up virtual desktops in the cloud so users anywhere can securely work from any internet-connected device:

On–Demand Webinar: Azure Virtual Desktop: Unleashing the Power of Cloud-Based Workspaces Formerly known as Windows Virtual Desktops (WVD), Azure Virtual Desktop (AVD) is a cloud service from Microsoft. It enables businesses to set up and manage virtual desktops in the cloud, so users can access them securely from any internet-connected device. In this session, Adam Atwell from Kite Tech...

Wondering if you should get your team's feedback about a project or business change? You should! Your team has tons of insight just waiting to be heard! In our blog, Harnessing the Power of Your Team's Input, read about common assumptions to avoid and tips for collecting valuable feedback:

On the Blog: Harnessing the Power of Your Team's Input 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 foster this in your culture.

Embracing BYOD (Bring Your Own Device) can boost productivity, but it's critical to remember the responsibility that comes with it. Join our webinar this Wednesday, June 12th at 2pm ET to learn how to manage these devices and apps to safeguard your valuable business data. https://www.kitetechgroup.com/webinar/securing-your-data-in-a-byod-world/

Like father like son! 🌟 Our COO Daniel and his son Rowan are rocking their KiteTech logowear! We have a new KiteTech technician in the works! 🎓

Reviews like this one make us feel incredibly lucky and strengthen our commitment to always providing exceptional service to our clients.

What makes a migration to Applied Epic successful? Lauren Roberts says that it is your mindset. Check our her blog (and related Consulting Corner) to explore how shifting to a mindset for change, growth, and learning can help the process:

On the Blog: Why Your Mindset Matters for an Applied Epic Migration (Plus What to Expect) 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 process and why your mindset is so important for success.

Do you have a lot of junk in your Applied Epic data? It's time to get that cleaned up! 🧽🫧 Applied Client Network is hosting a webinar for their members tomorrow, June 6th at 2pm ET, with Lauren Roberts from KiteTech: Get the Junk Out of Your Applied Epic Trunk. 🚗 Register to watch the webinar live! https://learning.appliedclientnetwork.org/products/get-the-junk-out-of-your-applied-epic-trunk

The KiteTech team recently traveled to Camden Yards to watch the Baltimore Orioles play the Tampa Rays. ⚾ Cheering for our home team (Let's go, O's!📣), sharing laughs, and relishing scrumptious ballpark food, our crew and their families enjoyed our time catching up with each other outside of work! 🤩

Ever run into an Agency Billing scenario in Applied Epic that has you stumped? Buffy and Kellie may have your answers. In their latest blog, they discuss several types of Agency Billing discrepancies and how to fix them:

On the Blog: Applied Epic Agency Billing: Common Discrepancies and How to Address Them 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 discrepancies and create a better cohesiveness between servicing and accounting.

The final webinar of our complimentary Applied Epic Reporting series is this Wednesday, June 5th at 2:00pm ET. Join us as we review how to extract, interpret, and utilize valuable insights from your Transactions, General Ledger, and other Accounting reports. Register today to attend (or to get the recording afterwards!) https://www.kitetechgroup.com/webinar/mastering-applied-epic-reports-webinar-series/

In our latest Consulting Corner ( #23), Buffy Johnson and Kellie Halfpap join forces to talk about Correcting and Preventing Out-of-Balance Premium Payables in Applied Epic. Collect some helpful tips and tricks by watching their video:

Consulting Corner 23: Correcting and Preventing Out-of-Balance Premium Payables in Applied Epic In this episode of Consulting Corner, we explore how premium payables in Applied Epic can become out-of-balance, how to fix them, and how to prevent it from ...

Feeling flustered by the Opportunities, Policy, Interface, or Client Contracts Report in Applied Epic? Break through the confusion by watching Part 2 of our Mastering Applied Epic Reports webinar series! Our team digs deep and answers many relevant questions about running these reports:

Upcoming Webinar Series: Mastering Applied Epic Reports Join us for our complimentary webinar series, Mastering Applied Epic Reports, where we will delve into all the essential reports within the Applied Epic system. Whether you're a seasoned user looking to optimize your reporting capabilities or new to Applied Epic and eager to unlock its reporting fea...

The use of personal devices has become a staple in many modern businesses. But with that comes increased security risks to your valuable business data. Learn how to better safeguard sensitive information in our upcoming webinar, Securing Your Data in a BYOD World. Join Jason Gobbel (KiteTech) and Chris Cline (Agents Council for Technology) on June 12 at 2pm ET! https://www.kitetechgroup.com/webinar/securing-your-data-in-a-byod-world/

Looking for ways to get even more value out of your Applied Epic reporting, but not sure where to begin? Our Agency Consulting team is getting ready for Part 3 in our Applied Epic Reporting Webinar series on June 5th at 2:00pm ET. Register today to hear our discussions about the Transactions, General Ledger, and other Accounting reports. https://www.kitetechgroup.com/webinar/mastering-applied-epic-reports-webinar-series/

This Memorial Day, we pay tribute to the valorous souls who gave everything in defense of our nation. Their profound courage and sacrifice echo through history, a reminder of the price of freedom. Let us unite in solemn remembrance, honoring their enduring legacy.

We're going to brag for a second: We have a TRULY amazing set of talented, kind, and attentive individuals on our various teams! In feedback forms, our clients call out many of our team members by name. Here are just a few of the many KiteTech members who received a shout-out! 🙌

Please join us in welcoming the newest member of our Agency Consulting team, Ashley McKinnis! 🎉 She joins our team as an Associate Consultant. The accounting and Applied Epic expertise that Ashley brings will be a great asset to our clients. We are thrilled to have you with us, Ashley! 🤩

A big CONGRATS to our Help Desk teammate, Steven Koutsouradis, on his graduation from Stevenson University!🎓🎉 He earned his degree in Cybersecurity and Digital Forensics. Steven, your hard work and dedication have paid off, and we are thrilled to see you reach this milestone! Cheers to your bright future! 🌟

Unlock the mysteries of cybersecurity in our upcoming NetVU community webinar, where we break down complex concepts into easily digestible insights. Join us on May 23 at 2pm ET to demystify cybersecurity! https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIKTG2405

Over the weekend, several members of our team rolled up their sleeves and braved a soggy day to plant some new trees at Gunpowder Valley Conservancy. 🌱 And when we say, "some trees", they planted a whopping 55 saplings! 💪 Elizabeth and Howard, the event's guides, did a great job showing our team the ropes. Howard gave the team a trusty tip: "The first step to planting a tree is to smile and be happy because the trees can feel it." 🌞

Have you already made the switch to the New Teams client from Microsoft? The New Teams experience comes jam-packed with goodies: from faster app performance to a slew of fantastic collaboration features to try. Read about the New Teams experience in the latest blog from our Director of Managed Services, Chip:

Discover the Power of New Microsoft Teams: A Game-Changer for Productivity 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 our latest blog.

This Armed Forces Day, we salute the brave men and women who selflessly serve our nation, protecting our freedoms and ensuring our safety. Your dedication and sacrifice embody the highest ideals of service and honor. Thank you for your unwavering commitment.

AMS360 Users: Do you want to better understand cybersecurity but without all the technical jargon to make your head spin? We have just the thing! Join Jason Gobbel on May 23rd at 2pm ET at our webinar for the NetVU community, Cybersecurity in Seven Words or Less: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIKTG2405

Are you onboarding a new employee soon who will be working in Applied Epic? Set them (and yourself) up for success by reading Laura's guide for streamlining your onboarding experience in Applied Epic:

On the Blog: How to Streamline Your New Employee Onboarding with Applied Epic 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 of familiarizing your employees with your organization as well as managing the necessary administrative tasks. In this post, we share how Applied....

Is your business looking for a scalable and flexible virtual desktop solution for your modern hybrid workforce? Think Azure Virtual Desktop! Join Adam Atwell and Frank Albani this Thursday, May 16th as they explore what Azure VD is and what your business can gain from this technology: https://www.kitetechgroup.com/webinar/azure-virtual-desktop-unleashing-the-power-of-cloud-based-workspaces/

Windows 10 is getting ready to retire and pass the torch to Windows 11! On October 14th, 2025, Windows 10 support will reach end of life. Is your business ready for the shift? Read through our latest blog, where Ryan explains what Windows 10's end of life impacts and the paths for preparing for Windows 11:

On the Blog: Windows 10 End of Life Is Approaching - Are Your Ready for Windows 11? 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 the switch to Windows 11.

This Mother's Day, we celebrate the guiding lights who inspire us with their strength, love, and unhesitating support. 💖 To all the incredible moms out there, thank you for your endless sacrifices and boundless affection! Wishing you a day filled with love, laughter, and cherished moments! Happy Mother's Day! 💐