Efficiency

8 Strategies for Managing Work-Related Stress

April is Stress Awareness Month, making it the perfect time to recognize the impact that work-related stress can have on our overall physical and mental health. While managing stress in the workplace can be challenging at times, implementing the right mindset and strategies can help to reduce its impact and maximize job satisfaction. In this blog post, we will share eight practical strategies for effectively dealing with work-related stress. Implement these to help you strike the right balance between your personal and professional life.

1. Prioritize Your Tasks

One of the most significant sources of work-related stress is feeling overwhelmed by a never-ending to-do list. One way to combat this is to make a list and prioritize your tasks based on their importance and urgency. This approach allows you to focus on the most critical tasks, complete them first, and gain a sense of accomplishment. By prioritizing your tasks, you’ll feel more in control and productive, leading to a more positive work experience. Some great Microsoft tools that you can leverage for managing your tasks include Microsoft Planner, To Do, and OneNote. Watch our latest video by Adam Atwell, Cloud Solutions Architect at KiteTech to learn how you can use Microsoft Planner and To Do to streamline your daily tasks.

2. Manage your Time Effectively

Research has shown that avoiding multitasking and taking regular breaks can be helpful time-management strategies. However, there are numerous time-management techniques available, and it’s important to explore different options to find the ones that work best for you. Additionally, incorporating technology tools such as time-tracking or productivity apps can further help you manage your time more effectively and reduce your stress.

3. Set Realistic Goals

Set achievable goals for yourself that are challenging but not impossible. This can help you feel more confident in your abilities and less stressed about meeting expectations. Also, breaking down bigger tasks into smaller, more measurable steps can help you feel a sense of accomplishment and keep you energized.

4. Practice Positive Self-Talk

Negative self-talk can be a significant source of stress and anxiety. Practice positive self-talk and focus on your strengths and accomplishments instead of dwelling on your mistakes or shortcomings. We talk to ourselves more than anyone else, so Be Nice! Make sure to talk to yourself the same way you would talk to your best friend.

5. Communicate

Talk to family, friends, or colleagues about how you’re feeling. Sometimes just having someone to listen and offer support can be incredibly helpful in reducing stress. There are times that work-related stress can stem from having too much on your plate. If you’re feeling overwhelmed, don’t keep it to yourself. Communicate with your manager about what you are feeling so they can help you come up with a plan of action.

6. Disconnect After Work

It’s essential to disconnect from work after you leave the office. For those working from home, this has become even more challenging as work is so accessible. Set boundaries for yourself and try to avoid continuously checking emails or taking work calls after hours. This can help you recharge and approach work with a fresh perspective the next day. Creating an end-of-day ritual such as shutting the office door and cleaning up your desk can be helpful. Another useful tip is to wrap up your day by reviewing your to-do list and prioritizing the next day’s tasks. This can provide a good sense of closure for the day and help you feel less stressed because you’ll have a clear plan in place to start the next day.

7. Exercise Regularly

Exercise is a proven stress-reliever, so make sure to incorporate physical activity into your daily routine. Exercise helps to reduce stress by increasing endorphins, boosting confidence, and improving your overall sense of well-being. Even just a few minutes of exercise each day can make a big difference, so make sure to schedule exercise into your day to make sure it happens consistently.

8. Take Care of Yourself

Along the same line as exercise, practicing self-care is essential for managing stress. This can include getting enough sleep, eating a healthy diet, and making time for activities that bring you joy and relaxation. Rest allows your mind and body to recover which in turn reduces tension and improves your mental clarity. It is vital to prioritize rest and make time for activities that you enjoy and help you recharge. This can include making time for hobbies you may enjoy like reading or spending time with family and friends.

Conclusion

When left unchecked, work-related stress can have a significant impact on your overall well-being and job satisfaction. However, by implementing these strategies, you can reduce stress, increase productivity, and approach your work with a more positive mindset. Start incorporating these strategies into your workweek and start reaping the benefits. By doing so, you’ll be on your way to a happier, healthier, and more fulfilling work life.

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Eleni Leppo

Director of Marketing
Kite Technology Group

5 Habits for Ensuring a Successful Insurance Workday

Whether you are working from home or are back in the office, creating and maintaining a proper routine is vital for a successful workday. How you structure your day can essentially set up how productive the rest of your day, and even your week, will be. To help you maintain focus and motivation throughout the day, below we share five strategies that you can use to maximize your efficiency and keep that overwhelming feeling at bay.

1. Write Out a Daily To-Do List

Start your day by asking, “What items are of utmost importance? Is there anything I promised to deliver today?” Write it all down and prioritize it, with the most important at the top. That way, you know you need to accomplish these items by the end of the day, no matter what. Having a visual list of tasks also ensures nothing is missed and provides you a sense of accomplishment when you cross a completed item off. You can move anything that did not get accomplished to the next day’s list, but make sure urgent items remain a priority.

2. Check Email, Voicemail and Your Epic Home Screen

Review your inbox and make sure that there are no more than 100 emails. The goal is to have all insurance emails attached in Epic, so be sure to frequently review your correspondences to identify what you should move to a client file. If you have any voicemails, address those first, especially if a client called to request a change in their policy or has a question regarding coverage. Next, review your open activities on your Epic Home Screen. It can be overwhelming to see a long list of open activities; however, taking the time to triage them helps you avoid becoming stressed throughout the day. Work on what is urgent first and go down from there. If there is an activity that is not urgent and you do not think you will be able to address it that day, update the follow-up date to the next day. Again, just make sure that it is still taken care of in a timely fashion.

3. Schedule Your Time and Set Reasonable Timeframes

Use your calendar to your advantage to block out time to work on specific items. Try to refrain from multitasking, as stretching your attention across multiple tasks could lead to forgetting to fully complete aspects of a workflow. Setting reminders on deliverables will also be helpful to ensure items are completed on time and sent to the client in the timeframe promised. It can also be more efficient to group similar types of tasks together. For example, if you have a bunch of endorsements to complete, work on those concurrently, then move on to the next set (i.e., new business, claims, renewals, etc.). Grouping similar tasks together keeps you focused on one process instead of jumping back and forth through multiple workflows.

4. Work Efficiently in Epic

To make the most out of your workday, make sure you work as efficiently as possible within Applied Epic. First, start by customizing your Home screen. Choose what data you want to see by selecting the appropriate columns and setting how many days in advance you want to see open Activities. Next, make sure you set up Field Defaults – many workflows can be formatted to auto-populate information to save you the time from manually typing it in. For example, configure the Client Add workflow to preselect your Business Type, Format, Structure, and Servicing Roles. That way, when you add a new client, you do not need to add this information manually. When you can auto-fill as much information as possible, it saves you time and navigating Epic becomes faster and more convenient. 

Lastly, make sure you attach files and correspondences to the appropriate policy, activity, claim, etc. Associating the attachment correctly in Epic keeps the client file organized and makes finding those files easier and quicker. There are many other ways to ensure efficiency within Applied Epic, so make sure you are familiar with your company’s workflows and check out our previous articles for additional Epic guidance.

5. Give Yourself Breaks

No matter how busy your day may be, your mental health should always remain a priority. To avoid burnout, make sure to take to your lunch breaks. It can be so easy to fall into a habit of staying at your desk all day but take a few minutes throughout the day to stand up and stretch. Whenever possible, spend your breaks outside to get some fresh air. This will help your brain reset, and you will be able to return to your work refreshed and more ready to tackle the rest of your day. It is also critical to end your workday at a reasonable time. While there may be days when working late is necessary to finish an important task, like a client’s policy renewal, that should be the exception, not the rule. A consistent work-life balance prevents job fatigue and keeps you mentally and physically healthy.

Following a daily work routine helps you establish habits that support your goals and ensure you have a successful day. Implementing any of these strategies will assist in maintaining focus and motivation throughout your workday. While everyone’s routine will look different, the important thing is making sure it works for you and that you can stick to it consistently. 

KiteTech’s Agency Consulting team is passionate about helping our clients supercharge their productivity. If you would like to learn more about how we can help you optimize your Epic system for better efficiency, reach out to us at consult@kitetechgroup.com. We are here to help!

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Kellie Halfpap

Agency Consultant
Kite Technology Group

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.