Kite Technology Group
Kite Technology Group
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Consulting Corner 28: Setting Up Your Applied Epic Home Screen for Success
In this episode of Consulting Corner, Laura Whaley, Agency Consultant at Kite Technology, will guide you through how to set up your Applied Epic home screen for success. As the central hub of your daily operations in Applied Epic, your home screen is where productivity starts. A well-structured home screen ensures quick access to your most critical activities and policies, so you can stay on top of what you need to accomplish each day. By organizing it effectively, you’ll save valuable time and create a streamlined experience that enhances both individual and team efficiency.
มุมมอง: 150

วีดีโอ

Getting Started with AI: Practical Insights for Agencies
มุมมอง 119หลายเดือนก่อน
Make More Informed Decisions about Artificial Intelligence for Your Business Artificial Intelligence: It’s the biggest buzzword splashing all the headlines. With the astronomical speeds and information at its disposal, AI has the potential to change how agencies work and serve their clients. But how does AI do what it does? And how can your organization begin adopting AI to work smarter and mor...
3 Essential Components of a Robust Security Strategy
มุมมอง 262 หลายเดือนก่อน
The shift to remote work forced us to rethink how we operate, and the years that followed saw convenience and accessibility take the center stage of how we implemented technology in our agencies. But the cracks have started to show, and we're feeling the effects. It's time to go back to the basics and relearn what it takes to drive a winning strategy for considering, planning, and implementing ...
Applied Epic Retention Report: Transforming Data Into Action
มุมมอง 3872 หลายเดือนก่อน
Harness the Power of Applied Epic's Retention Report for Better Agency Insights Did you know that it takes more resources to attract new clients than it does to retain your existing client base? That’s why it is vital to keep a pulse on your agency’s retention rate. And with Applied Epic’s Retention Report, you have just the tool you need to measure how well your agency is maintaining your clie...
Consulting Corner 27: Benefits of Doing Your Accounting in Applied Epic
มุมมอง 1112 หลายเดือนก่อน
Welcome to another episode of Consulting Corner! In today’s discussion, we’re diving into the advantages of performing your agency’s full accounting within Applied Epic. Whether your agency is considering migrating to Applied Epic, using only parts of its accounting features, or struggling to fully transition from another system like QuickBooks, this video is here to help. Getting Started with ...
Microsoft Copilot in Outlook: Your Partner in Productivity
มุมมอง 982 หลายเดือนก่อน
Discover how Microsoft Copilot can transform the way you use Outlook! In this video, we explore how Copilot helps you summarize long email threads, schedule meetings effortlessly, and draft polished emails. Copilot not only suggests content but also coaches you on tone, clarity, and style-ensuring your messages are professional and effective. Whether you're managing a full inbox or coordinating...
SharePoint Essentials: Understanding Its Role and Function in Your Organization
มุมมอง 593 หลายเดือนก่อน
Empower Team Collaboration through Powerful SharePoint Capabilities Microsoft SharePoint is the adaptable platform that empowers teams to collaborate by sharing and managing content, knowledge, and applications. Whether you’ve never used SharePoint before or have been using it for years, this webinar will cover how to enhance your team productivity and collaboration. In this webinar, Microsoft ...
Applied Epic Tips and Tricks - Strategies to Drive End User Efficiency
มุมมอง 8634 หลายเดือนก่อน
Watch this value-packed webinar and boost your efficiency in Applied Epic! When you work day-in and day-out in Applied Epic, you naturally discover various tips and tricks to enhance efficiency. By working with hundreds of agencies to optimize their Applied Epic usage, you gain an even broader spectrum of useful techniques. This is exactly what our Agency Consulting team does every day, and we’...
Consulting Corner 26: An Introduction to Applied Epic Custom Forms
มุมมอง 1894 หลายเดือนก่อน
Do you write a non-standard coverage and need a custom form built? With Applied Epic, you can create and manage custom forms that cater specifically to the unique requirements of your agency and the types of coverage you offer. Watch Laura's latest video and learn how to get started building custom forms in Applied Epic. Interested in learning more about our Applied Epic Consulting Services? Co...
Crowdstruck - Now that the Dust Has Settled
มุมมอง 425 หลายเดือนก่อน
Last week, Crowdstrike was at the center of a global outage that disrupted businesses worldwide. But what's Crowdstrike? Why did this happen? Did aliens play a role? Join Jason and Adam of Kite Technology for a "real talk" conversation. They break it down and "bottom line" what happened, why, and what the future may hold. Kite Technology Group 10989 Red Run Blvd, Suite 208 Owings Mills, MD 2111...
Consulting Corner 25: Getting Started with a General Ledger Budget in Applied Epic
มุมมอง 1395 หลายเดือนก่อน
We are frequently asked, why do a budget in Applied Epic? Budgets are a great analytical tool to ensure that your agency stays on track with your income and expenses throughout the year. In our latest Consulting Corner, Buffy and Brooke take a deep dive into how to create a budget in the General Ledger (GL). From modifying the criterion to analyzing the actual vs budget output, you'll learn how...
Consulting Corner 24: Reviewing and Understanding Accounting Methods in Applied Epic
มุมมอง 1566 หลายเดือนก่อน
Interested in learning more about our Applied Epic Consulting Services? Contact us today! Kite Technology Group 10989 Red Run Blvd, Suite 208 Owings Mills, MD 21117 410-356-3113 www.kitetechgroup.com consult@kitetechgroup.com
Meet Microsoft Copilot: Your Partner in Productivity
มุมมอง 886 หลายเดือนก่อน
With all the talk around AI, Microsoft Copilot is making its contributions known in the workspace. In this first video in his Microsoft Copilot series, join Adam Atwell from Kite Technology as he introduces Microsoft Copilot and how it can help you in your day-to-day work life. From helping you write blogs and emails, to creating meeting takeaways, Microsoft Copilot has a lot to offer. Adam als...
Securing Your Data in a BYOD World - Part 1
มุมมอง 456 หลายเดือนก่อน
SECURING YOUR DATA IN A BYOD WORLD - PART 1 Best Practices for Mobile Device (MDM) and Application Management (MAM) Brought to you by Agents Council for Technology and Kite Technology Group In a world where personal devices are integral to our work, securing your agency’s data has never been more essential. Join us for a webinar that cuts through the complexity of BYOD (Bring Your Own Device) p...
Securing Your Data in a BYOD World - Part 2
มุมมอง 406 หลายเดือนก่อน
SECURING YOUR DATA IN A BYOD WORLD - PART 2 Best Practices for Mobile Device (MDM) and Application Management (MAM) Brought to you by Agents Council for Technology and Kite Technology Group In a world where personal devices are integral to our work, securing your agency’s data has never been more essential. Join us for a webinar that cuts through the complexity of BYOD (Bring Your Own Device) p...
Mastering Applied Epic Reports - Part III
มุมมอง 6147 หลายเดือนก่อน
Mastering Applied Epic Reports - Part III
Consulting Corner 23: Correcting and Preventing Out-of-Balance Premium Payables in Applied Epic
มุมมอง 1697 หลายเดือนก่อน
Consulting Corner 23: Correcting and Preventing Out-of-Balance Premium Payables in Applied Epic
Azure Virtual Desktop: Unleashing the Power of Cloud-Based Workspaces
มุมมอง 937 หลายเดือนก่อน
Azure Virtual Desktop: Unleashing the Power of Cloud-Based Workspaces
Consulting Corner 20: Configuring Producer and Broker Commission Agreements in Applied Epic
มุมมอง 1598 หลายเดือนก่อน
Consulting Corner 20: Configuring Producer and Broker Commission Agreements in Applied Epic
Consulting Corner 19: Cleaning Up Your Chart of Accounts in Applied Epic
มุมมอง 708 หลายเดือนก่อน
Consulting Corner 19: Cleaning Up Your Chart of Accounts in Applied Epic
Consulting Corner 18: Configuring Company and Broker Commission Agreements in Applied Epic
มุมมอง 918 หลายเดือนก่อน
Consulting Corner 18: Configuring Company and Broker Commission Agreements in Applied Epic
Mastering Applied Epic Reports - Part II
มุมมอง 5418 หลายเดือนก่อน
Mastering Applied Epic Reports - Part II
Supercharge your Employees' Performance in Applied Epic with Targeted Auditing & Refresher Training
มุมมอง 1828 หลายเดือนก่อน
Supercharge your Employees' Performance in Applied Epic with Targeted Auditing & Refresher Training
Sales Automation and Opportunities in Applied Epic
มุมมอง 3218 หลายเดือนก่อน
Sales Automation and Opportunities in Applied Epic
Performing an Accounting Fresh Start in Applied Epic
มุมมอง 3218 หลายเดือนก่อน
Performing an Accounting Fresh Start in Applied Epic
Consulting Corner 21: Mindset Shift When Migrating to Applied Epic
มุมมอง 1268 หลายเดือนก่อน
Consulting Corner 21: Mindset Shift When Migrating to Applied Epic
Mastering Applied Epic Reports - Part I
มุมมอง 1K8 หลายเดือนก่อน
Mastering Applied Epic Reports - Part I
Consulting Corner 22: Configuring Applied Epic's Renewals Manager
มุมมอง 2228 หลายเดือนก่อน
Consulting Corner 22: Configuring Applied Epic's Renewals Manager
Microsoft Teams - More Than Meets the Eye
มุมมอง 18511 หลายเดือนก่อน
Microsoft Teams - More Than Meets the Eye
Cybersecurity Threats and Trends - What's on the Horizon and How to Fight Back
มุมมอง 89ปีที่แล้ว
Cybersecurity Threats and Trends - What's on the Horizon and How to Fight Back

ความคิดเห็น

  • @ProspectivePlans
    @ProspectivePlans 3 ปีที่แล้ว

    I can’t wait to try out these productivity tips in my life, thanks for sharing! 💫 Keep rising to be who you want to be! 💫 #keeprising #risingtobe #aswerise #riser