Productivity Tips

Digital Hygiene Series: Must-Have Practices for Stronger Online Security

So far in our Digital Hygiene Series, we have focused on keeping your systems neat and orderly. However, the most important component of digital hygiene includes practices for stronger online security. A security vulnerability can quickly wipe out all the benefits of good digital hygiene. In this last article of our series, you will learn five vital practices that you can leverage to better secure your systems and accounts and protect your data and identity. 

1. Enable MFA on All Accounts 

If you only take away one thing from this entire article, make it this: MFA is the single most important security feature you need. MFA (multi-factor authentication) is a second layer of authentication you set up on your accounts so that after you supply your username and password, you supply another form of authentication. This can be a code sent to you in a text message or a push notification to your mobile device. This way, if a hacker does get their hands on your password, they are still unable to log into your account because they don’t have this second layer of authentication. Many services, like banks and insurance companies, require MFA when you establish your account. As someone who cares about your security, you should not only set up MFA on those accounts where it is required, but you should also seek out MFA on new accounts you create even when they don’t require it. 

2. Use Strong Passwords 

Simple passwords are easier to crack, so if you use passwords that are short and contain all lowercase letters, you run a high risk of having your accounts compromised. Complex passwords generally contain a combination of lowercase, uppercase, numbers, and symbols, and adhere to a minimum number of characters. Different sources give different recommendations for minimum password length. I recommend at least 16 characters, but the longer the better. You should also avoid using words or phrases that are easy to guess, such as your initials, the current year, or your birthday. 

3. Use Unique Passwords 

In addition to making sure all your passwords are complex enough, you should also never repeat the same password on more than one account. The simple reason is that if your password is compromised once, the attacker now has access to all your accounts that use that password. Ideally, your passwords would not even be similar, like adding an exclamation point, or using the same word or phrase but using all lowercase in one password and all uppercase in another. Minor differences are still easy for an attacker to guess. 

4. Use a Password Manager 

Using passwords that are both complex enough and entirely unique from one another is a huge challenge. A password manager program, such as LastPass or RoboForm, can help tremendously. These programs allow you to store your passwords for all your different accounts so that you don’t necessarily have to remember them. Then, the password manager can input your passwords and log in to your accounts when you need them. Additionally, some password managers offer other features, like health checks that scan all your passwords and alert you on things like repeated passwords or passwords that have not been changed for a long time. Keep in mind: you MUST ensure your password manager is protected by a highly complex password as well as multi-factor authentication. 

5. Monitor the Dark Web 

The dark web is a part of the Internet that is not indexed by search engines and can generally only be accessed by special programs or browsers. The dark web is most infamous for the criminal activity that takes place there. One form of criminal activity is the resale of compromised data, which means that if your data (including passwords) somehow get breached, they may be available to bad actors on the dark web. There are services you can use to run scans on the dark web to find out if your email address or username is associated with any data breaches. Then, you should immediately change your password or take whatever measure is appropriate to secure your data. Some services can run scans for you automatically and alert you when a threat is found. If you are part of an organization, your administrator or IT provider should be running these dark web scans for you. 

Conclusion

Incorporating these practices will go a long way in strengthening your digital hygiene. They will serve as an important first line of defense against new and changing digital threats like malicious emails, social engineering, phishing, and more. Most data breaches are caused by human error, so it’s important to have good security practices in place and remain vigilant in order to protect ourselves as much as possible.

Could your organization benefit from a thorough review of your security practices? If so, please don’t hesitate to reach out to us to schedule an initial conversation. We would welcome the opportunity to learn more about your business and how we can help. 

 Digital Hygiene Series:
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Daniel Gilbert

Chief Operating Officer
Kite Technology Group

Enhance Document Collaboration with Microsoft’s Share and Comments Features

Need to quickly share a spreadsheet with a colleague? Did you notice a typo in that important document about to be shared with clients? How about sending that PowerPoint directly to everyone in the meeting so they can follow along with you? Today, we will be looking at Microsoft’s Share and Comments features that are present in their 365 apps like Word, PowerPoint, and Excel. These features allow you to quickly and easily collaborate with others in your organization.

Sharing Files with the ‘Share’ Feature.

On the top right of any Microsoft application you open, you will be able to see a button that says ‘Share’. By learning how to utilize this feature you can quickly give others in your organization access to important files. Clicking the button brings up the Share menu.

send link

You will be able to email an access link directly to a colleague and accompany it with a message or create a link that you can share in your organization via Teams or any other messaging software.
By clicking on the globe icon directly above the ‘Message’ field, you will be given several options for sharing:

  1. You can select who you would like to share the file with:
    1. ‘Anyone with the link’ will generate a shareable link with you that you can share with anyone who has the same Microsoft application. This may be useful for quickly sharing information with clients or others outside of your organization. You can also set an access password for added security. Please Note: this will be a temporary link; it will expire after a set amount of time determined by your organization. You can modify this timeframe by clicking the calendar icon (3).
    2. ‘People in Organization with the link’ will generate a link specifically for others in your organization. This link will never expire.
    3. ‘People with existing access’ will generate a link for those who you are already sharing the file with. This is useful if someone loses the original link or forgets how to access the file.
    4. Finally, ‘Specific people’ will share the file only with the people specified. They must have the email that you set to be able to access the file. This is useful if you have a confidential file that only certain members of your organization should have access to.
  2. The ‘Allow editing’ and ‘Open in review mode only’ options allow you to determine if the other members that you share the file with should be able to make changes. ‘Open in review mode only’ will only let them open the file in review mode where they can make comments and suggestions, but never changes. ‘Allow editing’ determines whether the member can make changes to the file.
  3. Finally, the ‘Block download’ button will prevent others from downloading a copy of the file for their personal use.
    Another helpful feature of sharing is the ‘Comment’ and ‘Review’ functions. These allow you to quickly interact and collaborate with others on your file.

Review Feature

The ‘Review’ function allows you to quickly and easily suggest changes or edits to others. Once someone else makes a suggestion on your document, the suggested change will show up to you in red. 

From here, you can click on the red text to either accept or deny the change.

If you choose to share the file in review mode only, this will be the only option collaborators have to make or suggest changes.

Comment Feature

Making a comment on a file is just as easy; simply highlight the portion that you wish to make a comment on and click ‘New Comment’.

This will allow you to type out a comment that other collaborators on the file or document will be able to see.

Once a comment is posted, it will always show up in the comments field and there will be a symbol where the comment is placed. 

You can also mention specific people in your comment using the @ sign or reply directly to comments made. You can even give the comment a thumbs up if you would like!

Conclusion

Microsoft’s 365 applications’ Share and Comments features are a great way to quickly and easily collaborate with others in and outside of your organization. If you are a KiteTech client and require any help with these features, or have further questions about sharing options, don’t hesitate to contact our Help Desk for further assistance. 

If you are curious about Kite Technology and want more information on our Managed IT and Consulting Services, please contact us to schedule a conversation. We’d love the opportunity to learn more about your organization and see how we can help!

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Jordan Mabe

Finance and Procurement Manager
Kite Technology Group

Digital Hygiene Series: Tidying Up Your Mobile Devices

Digital hygiene doesn’t just apply to your computer. It’s also important for your mobile devices. In this fourth article of our Digital Hygiene series, we share 5 strategies for tidying up your laptops, cell phones, and tablets. Applying these strategies will go a long way in helping you get the most from your mobile devices and help you be more efficient on the go.

1. Delete Unused Apps 

Just as it is best to keep unused applications off your computer, it follows that you should do the same with your mobile device. It is common to install apps to solve a short-term problem, and if left unchecked, apps like this can be forgotten, taking up storage and maybe even processing power on your phone. As soon as you know you will no longer need a particular app, uninstall it and remove all associated data if you will never need it again. You can also regularly audit your installed apps and remove any that you don’t need. Most mobile devices have an automated process you can enable to identify and even uninstall applications you no longer use. 

2. Organize Home Screen 

Your home screen should be set up deliberately to give you quick access to all your most frequent functions, and should be organized in a simplistic layout so it is easy to navigate. You can arrange apps into categories and use app folders to contain related apps. Ideally, you want to create enough different categories so that your apps are distributed across them, but not so many categories that you end up with categories containing only one or two apps. This is subjective, but generally you know when your app folders are serving you well and when they aren’t. Another great tool for an organized home screen is widgets. A widget is a bite-sized components of your apps you can put directly on your home screen. Examples include a preview of your calendar or today’s forecast from your favorite weather app. If you have found a home screen organization that works well for you, do your best to always keep it that way by putting apps into the proper folders, placing your most common functions close to the home screen, and making good use of widgets. 

3. Storage Consumption 

Eliminating unused apps is a good start at managing your storage, but that is just a small piece among more important kinds of data, such as multimedia and old messages. In the storage settings of your mobile device, you can view your used storage and a breakdown of what kinds of data comprises that used storage. You should be aware of how much data your device can store and how much you are currently using so you don’t run into issues from your device filling up. Photos, videos, and music commonly take up the most space, so it is important to learn about the streaming options you have available in your photos and music apps. When set up properly, these features manage the amount of storage you are using on your local device by moving most of your data to the cloud. You should audit your storage often to make sure you stay ahead of issues before they happen. 

4. Enable Cloud Backup 

Offloading your multimedia as I just discussed is one form of backup, but it is also important that you are running system backups so you don’t lose other kinds of data like contacts, text messages, stored files, and apps. You can set up your backup preferences in your device’s settings to ensure they are happening frequently and reliably. These backups should be running to a cloud service so that if you lose, damage, or otherwise replace your device, you can pick up right where you left off on the new device. Keep in mind, like the data itself, backups take up storage. While it is not a common issue, it is important to avoid running out of capacity in your cloud service to store system backups. 

5. Be Intentional About Contact/Calendar Sync 

Ever since we have been able to set up multiple different email accounts on our mobile devices, the ability to sync contacts and calendars has been a huge benefit but can also be a huge risk if it is not done properly. I have seen many people with a mess on their hands from a contact list that has taken years or decades to amass and has suddenly become inundated with extraneous or duplicate records, or else has been completely overwritten or cleared. With the proper backups in place, these issues are typically reversible, but not without a painful crash course in the ins and outs of calendar and contact sync. You can choose to keep separate contacts and calendars in your separate accounts, and you can certainly combine them and work off only one list. Whichever method you choose, be sure that the proper default account is selected (in your device’s settings) so that new records you create will go to the right place. The confusion here typically happens when concepts like separate accounts and default account are not well understood, so educate yourself on where your contacts and calendars live, and don’t be afraid to consult an expert if you need help. 

Conclusion

As more and more work is done remotely, following these strategies will enable your mobile devices to perform better and help you stay more organized. Keep in mind that if you or your employees are using your personal mobile devices to conduct work, there are crucial security practices that need to be implemented to keep your business and personal data secure. To learn more about this and our Managed IT and Security Services, please get in touch with us to schedule a conversation. We would welcome the opportunity to learn more about your business and how we can help. 

 Digital Hygiene Series:
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Daniel Gilbert

Chief Operating Officer
Kite Technology Group

Strategies for Leading Your Remote Team

For most businesses, the year 2022 marks almost two full years of operating remotely in at least some capacity. Some leaders couldn’t wait to open their offices again, while others embraced the new trend and still run their businesses entirely remotely today. Whether your team members work remotely all the time or just occasionally, it is important to recognize that leading a remote workforce requires intentional effort to keep your team highly engaged and productive.

For the past two years, our entire team at KiteTech has been working almost entirely remotely while also helping most of our clients across the country make the transition to remote work as well. As a result, we have learned a lot about what it takes to lead a remote workforce effectively. Below are four strategies that you can leverage to help you lead your remote team to its maximum potential. 

Invest in technology.

It sounds like a pointed statement for me, a leader at an IT Services company, to start with the importance of technology. But it is not an exaggeration to say that our team and our customers’ teams would have collapsed without the proper technology in place. Now more than ever before, it is vital to your organization’s success to have the technology infrastructure in place that supports your business objectives and empowers your users to do great work no matter where they are working.

A few categories of technology to consider that will make or break your remote team’s effectiveness are: 

  • Personal Workstations: This most basic need includes all the hardware equipment your staff will use to do their work, such as a sufficient computer, multiple monitors, phone, headset, and webcam. We share additional home office recommendations in this recent post.
  • Collaboration Software: Your team needs a place to meet and collaborate. There are many, but we love Microsoft Teams because it integrates well with other pieces of Microsoft’s complete productivity suite like SharePoint. 
  • Cloud-based Work Management Platform: Your company may already use a line-of-business application to store your customer records and track your work activities. Hopefully the application you use is accessible remotely because this will be an essential tool in driving accountability to keep your team productive from afar. 

Emphasize your company's values and mission.

Have you ever walked through the front door of a corporate office and seen a plaque on the wall stating the company’s values? Often, these plaques are mounted to every office and cubicle wall throughout the building as well. Organizations do this to constantly remind their employees and customers alike what the company stands for. Additionally, leadership consistently talks about their company values to help drive the point home even more. 

The challenge with a remote team is that you are not in charge of everyone’s home interior design, and you don’t have the luxury of having everyone in earshot of you all day. With a remote team, you have to be creative about other ways to drive your company’s values and mission to your people. At KiteTech, we created small calendar-like flip boards that our employees can put on their desks to remind them of our core values. You can also brand your digital space by adding your values and mission statement in places like desktop backgrounds, screensavers, intranet home pages, and email signatures. Think of as many places as possible to sprinkle these reminders, and it will be hard for your people to forget. 

It is also helpful to be intentional about mentioning your values in as many conversations as possible, especially team- or company-wide meetings. In a remote workplace, you may only have your team’s attention for a few minutes, so take advantage of all the opportunities you can get. If your people have not gotten sick of hearing you talk about your values, then you have probably not talked about them enough. 

Create time for employee touchpoints.

Every team should have regular team-wide meetings no less than once a week. We found that we needed a much more frequent rhythm in a few cases now that we are all working remotely, so some of our teams meet for a brief huddle once or even twice a day. If you are leading a team, consider implementing daily huddles to keep your people connected and rowing in the same direction. 

But this is just the start. As a leader or manager, you need to stay connected to your people in more ways than just the regular mandatory meetings. Be intentional about getting time with each of your people individually or in small groups throughout the week, outside the context of a typical meeting. If your work doesn’t naturally facilitate these informal touchpoints, you need to be extra-intentional about creating them yourself. Keep a mental note of when you last talked to each person on your team, and when it feels like too long ago, give them a spontaneous call just to check-in. People feel more supported and more engaged when they get these frequent touchpoints, and without them, they can feel isolated.

Build quality reporting.

With an in-person team, some managers feel satisfied just from seeing their team busy. Is everyone on the phone? Is anyone congregating by the water cooler? Is anyone missing from their desk or the office? When everyone is working from home, it creates obvious challenges in managing a team simply by looking or listening. 

The fortunate truth is that you really don’t need to see or hear your people to know they are doing a good job. In fact, even if your team is in-person, you should not settle for “look and listen” leadership; don’t mistake activity for results. Instead, you need to create reporting systems that tell you the entire story. 

Start with your team’s goals and then consider ways you can measure and report on results. For example, when our help desk technicians work with our customers over the phone, it is not enough for us to simply know that our technicians are on the phone; we also need to know if they deliver extraordinary service. To get this, we implemented a customer feedback system that allows our customers to grade their experiences, and the results are then reported to our team. This measure is immensely more valuable than just looking at a given moment and making sure our people are busy. Other examples of measurements we get from our reporting are phone hold times, ticket response and resolution times, and the number of issues solved. 

We use some reporting tools that are proprietary to our industry. Look into whether there are any industry-approved solutions for your line of business. Power BI by Microsoft is a data visualization tool that can be customized to create solutions for any industry. 

Although leading a remote workforce may feel more challenging, it doesn’t have to be. While it does require you to be more creative and intentional in your leadership and management approach, with the right strategies and tools in place, you’ll discover that remote teams can be just as, if not more effective than in-office teams. 

Here at KiteTech, we take pride in providing IT services and technology solutions that help the organizations we work with operate more effectively, whether they are in the office or working remotely. Over the last few years, we have helped thousands of users across the United States seamlessly transition to remote work. To learn more, please reach out and schedule a conversation. We are here to help!

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Daniel Gilbert

Chief Operating Officer
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

4 Must-Haves for Your Home Office

Like many of us here at Kite Technology, you likely spend some time working from home and/or have at least several employees working remotely. We have found that having the right home office equipment can make all the difference in empowering users to have a better experience and be more productive when working from home. In this post, we share some of the tools that can enhance the work-from-home experience.

HD Webcam

The first item on this home office list is a high-quality webcam. This simple technology is affordable and easy to use, but it can completely transform your virtual meetings. All team members can benefit immediately from a dedicated camera for their home office setup. Microsoft Teams, Zoom, and countless other platforms can use the video input to better connect team members at home during internal calls, significantly increasing the sense of togetherness for a geographically dispersed team. Additionally, using video in meetings with clients or prospects goes a long way in building trust and allows you to pick up on body language you would otherwise miss in a call. Although virtual video meetings are not a replacement for in-person meetings, they certainly are more efficient and a great option to consider when unable to meet in person!

Pricing for webcams varies significantly, but purchasing a better, high-quality webcam is worth the investment as it gets you a higher-quality video recording. Most models are USB-based webcams that will be plug and play with any desktop or laptop workstation. One key point to note is while most laptops do come with basic built-in cameras, the video quality is usually grainy and will not be nearly as good compared to dedicated webcam hardware. In addition, webcam hardware comes with basic built-in microphones to pick up your voice. Depending on the model, some even come with a feature that reduces background noise.

Look for an HD webcam that will record in 1080p resolution inside today’s video meeting tools as a starting point for best results. Some webcams do record in higher resolution, but they will not necessarily provide much of a picture improvement. The other key specification to pay attention to is the video frame rate. Common options range between 30 or 60 frames per second or FPS. The higher the FPS number, the better the footage will be since it directly translates into the overall “smoothness” of the video capture. Finally, consider shopping well-established brands when looking for webcams as these will have the best support across systems and typically fall into the $75-150 price range. Getting a good HD webcam will provide reliable operation and work-from-home benefits for many years to come.

Laptop Docking Station

A docking station is one of the best tools for team members working remotely using a laptop. You can substantially transform your home office experience by using a docking station via a single cable or even an older snap-in-place unit to connect to full-size monitors. Going from a single smaller 13″ – 15.6″ laptop screen to two or even three full-size monitors is a significant boost in user experience and productivity.

As laptops have become thinner and more portable, they come with fewer ports than they used to. Docking stations can provide additional USB ports, full-size ethernet networking ports, and more, allowing for connections to accessories such as printers, webcams, chargers, and more at a moment’s notice, saving time. Plugging the dock into a physical ethernet networking cable will also ensure low latency video calling and downloads for a better work experience. Because you can connect to docking stations with a single cable and easily unplug, your laptop remains fully portable for use at home or in the office.

There are a variety of docking stations on the market, made by many laptop manufacturers and 3rd parties. Price can range quite a bit depending on the feature set and capabilities. It is essential to ensure compatibility with your specific laptop model. When shopping for a good solution, we recommend a USB-C-based dock to communicate and charge newer laptops as this is the best option for most home office uses. There are also thunderbolt docking stations for more advanced computers and applications. Either way, having a dock will substantially improve the work-from-home experience.

Sound Bar or Computer Speakers

Another solution you can purchase that can substantially enhance your home office is speakers for your desktop or laptop. This small addition can really level up your experience at home. Speakers can help your meetings or training videos have better audio and improve the quality of your IP Phone system calls. If you choose to do so, you can even play background music while working to make for a more relaxing office experience. The list of uses is infinite!

Larger desk speakers plug into the wall and use an auxiliary connection; however, even a bluetooth or USB-powered sound bar will provide ample audio volume for more compact home working spaces. Since desktop workstations do not come with built-in speakers and monitors are also increasingly omitting speakers, dedicated sound devices are becoming critical to success at home, so make sure that you have a set of speakers on your shopping list! You may even already have a device sitting around the house that can be connected and used as a speaker.

UPS Battery Backup

The last item to add to your home office wish list is battery backup. Power outages can occur at any time taking your internet connection offline, unexpectedly powering down your PC, or even causing damage if a power surge occurs. Being prepared for a quick flicker or prolonged downtime is key to staying productive in your home office. You can use a UPS battery backup for desktops specifically to plug in a computer, monitors, desk phone at home, and more. You can even connect your internet modem and Wi-Fi access point to keep them online.

These UPS battery packs are quite affordable, ranging from $100 – $250 and providing selectable power ranges. More expensive models have larger batteries which can help power gear for longer. Higher-end units also come with monitoring software and even display screens indicating how long the unit will be operational. Having office electronics connected to a UPS will ensure that the expensive equipment used every day is protected since these units also serve as surge protectors. They will sacrifice themselves and internal fuses instead of letting an overcurrent event fry sensitive electronics plugged into them. As an insurance policy at home, it is well worth putting one on your home office list if you spend any time working beyond the office walls.

If some or all of these tools would be helpful to your or your team members’ home office setup, connect with the IT experts at Kite Technology Group. We can help your business leverage technology solutions like those mentioned above to create a more productive and effective work-from-home experience. Our team can evaluate your needs and help your business implement powerful remote work strategies that enhance team collaboration and drive business success. Contact us today to learn more!

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Ryan Emerick

Client Experience Manager
Kite Technology Group

Quick Tip for Improving Your Computer’s Performance

Over time, we install a lot of software applications on our computers and many of these applications are specifically coded to automatically start after every reboot and run silently in the background. They consume a lot of system resources and can affect our computers’ performance over time. 

In this video, Krystal Son, Escalation Team Lead at Kite Technology shows you how to see which software applications are configured to run in the background and how to disable them from starting unless you specifically want to open the application. By taking a few minutes to look over the list and turn some of them off, you can squeeze more performance out of your computer.

Here are the steps for disabling applications from running in the background:

On your computer, you’re going to right click the Windows Start Button and select Task Manager.

Once this window pops up, make sure you select the Startup Tab.

Here is where you can see all the applications on your computer that are configured to automatically restart and run in the background every time your computer is rebooted.

So, you can look through the list and turn off any that you don’t need to automatically run in the background. This is not disabling them or uninstalling them from your system. It’s just telling it don’t run in the background unless I specifically call on you to open.

For example, if I turn off Adobe, it doesn’t mean that I’m uninstalling the application. I can still click on Adobe and look at PDFs anytime I want. It just means that Adobe is not going to be running in the background and consuming resources from my computer.

One important thing to note is that any file-syncing services like Dropbox, Google Drive, OneDrive – you want to make sure you keep those on because you want your files to always be saved and uploaded to the cloud.

Additionally, if you work in an insurance agency and you see anything listed here called ASI. whatever it is, make sure you keep that enabled. Those are specific services for Applied Epic and TAM to run successfully.

Once you’ve gone through your list and cleaned that up, all you need to do to make those changes take effect is reboot your computer. Just go back down to the Start Button, select the Power Button and Restart. That’s it!

We hope you found this tip helpful! If you’re a KiteTech client and would like some help with this, please contact our Help Desk and one of our technicians can assist you. 

If you’re not currently working with KiteTech and would like to learn more about our Managed IT or Consulting Services, please reach out and we’d be happy to schedule a conversation to learn more about your technology needs.

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Krystal Son

Escalation Team Lead
Kite Technology Group

Best Microsoft Edge Productivity Features

Close your eyes and think back to the early 2000’s. What was your web browser of choice?

According to major sources, if you browsed the web in the early 2000’s, there was a 75% chance you were using Microsoft Internet Explorer. The next decade would dethrone Microsoft as other browsers like Google Chrome, Mozilla Firefox, and Apple Safari reduced Internet Explorer’s market share to less than 10%.

Microsoft needed to act – and fast!

In 2015 Microsoft introduced a new browser called Edge, which they hoped would help them earn back their spot at the top. This move was a clear indication that Internet Explorer did not have much of a future; Edge is the new future.

Luckily, Microsoft learned from their mistakes, and virtually everyone agrees that Edge is a huge improvement over Internet Explorer. This proves true in many aspects, such as better performance, enhanced security, and wider website compatibility.

But perhaps the most noteworthy improvement is the added productivity features now available in Microsoft Edge. By using just two of these new features which I will describe, I am confident that you can improve your workflows so you can get more done in less time with fewer headaches.

Vertical Tabs

The first feature is called Vertical Tabs. The term “tab” in web browsers, which has been around for a long time now, simply refers to an open web page; we can use multiple tabs to open several different web pages and keep them inside a single window.

Vertical Tabs is a new mode in Microsoft Edge that you can toggle on or off, and it offers a highly organized view of all the tabs you have open in Edge at any given time. You can even group tabs together into a “Tab Group”, which helps you keep related tabs under a common header. 

In my example, I have created three Tab Groups because my pages fit well into three distinct categories: Microsoft, KiteTech, and Microsoft Edge Article. You can collapse a Tab Group to hide its pages if you aren’t actively using them, like I did with KiteTech in my example.

 

 

 

 

 

 

 

To enable vertical tabs, click on the icon in the top-left corner of the window and then click “Turn on vertical tabs”.

Collections

The second feature, called “Collections”, adds a unique way of organizing not only web pages, but also other media like images and notes. A Collection is almost like a scrapbook for your ideas. You can combine all the different kinds of pieces that make up your idea and store them in Microsoft Edge where you can continue working on it.

Take this article for example. To write it, I needed a few things: a guide to help me remember my purpose for writing and target audience; a few general requirements to keep in mind; several web pages for research; and of course, the article document itself. Rather than try to keep all this information on a place like my desktop (or worse, inside my head), I added all the relevant content into a Collection which I titled “Microsoft Edge Article”. I did not write this entire article in one sitting, so my Collection helped me pick up right where I left off when I came back to my computer and opened Microsoft Edge. When I am done, I may delete that collection, but it surely is serving me well now while I am still working on it.

 

 

To access Collections, click the 3 dots menu  in the top-right and click on Collections. You can also choose to right-click on the Collections option and choose “Show in toolbar” to keep it visible in your Edge window at all times (see screenshot to the right).

 

Finally, while each of these features offers massive value on its own, I am particularly fond of how they combine to help you work better.

If you are browsing the web and opening several related web pages, you can click the Vertical Tabs menu and choose “Add all tabs to Collections”. This will create a new Collection containing all open web pages, and from there you can continue to fill that Collection with other related materials.

 

 

After you fill a Collection with web pages, you can right-click that Collection and choose “Open all”, and all the web pages in that Collection open under a Tab Group. Again, this may be useful if a project will take multiple sittings; by combining related web pages, you can easily continue right where you left off.

 

To tell the truth, the research that went into writing this article has even opened my eyes to some functionality I didn’t know existed in Microsoft Edge. I am hopeful that you will be able to include some of these techniques in your workflows and improve your productivity.

To learn more about KiteTech’s Managed IT and Consulting Services, please don’t hesitate to reach out and schedule a conversation. We’d love the opportunity to get to know you and your business and discover how we can help you meet your technology needs. 

Picture of Daniel Gilbert

Daniel Gilbert

Chief Operating Officer
Kite Technology Group

Automating Your Workflows: Tips on Optimizing the Use of Applied Epic Download

The Download feature in Applied Epic is one that can automate tasks and create efficiencies in multiple areas: policy applications, transactions, activities, attachments, for example. While it does require some time to properly configure how Download will influence each of these components, once set up, you will find that having certain functions automated for you saves time and creates efficiency in your daily workload. Here are some features of Download and how they can prove beneficial when implemented into your workflows:

Consider Instant Download Versus Scheduled Download

It is standard to schedule Download to occur one to two times per day, the most common being once in the morning and once in the evening after work hours. Alternatively, you can implement Instant Download, which will pull updates from carriers as they occur throughout the day. Instant Download is particularly useful when it comes to important events like claims or reinstatements. In these cases, it is more beneficial to the insured and you as the Account Manager if Download updates a change to the account in real-time versus at a scheduled time, as it keeps their account the most up to date. Instant Download also takes away the large batches that often come with a scheduled Download: when Downloads are only occurring once or twice a day, the system can get clogged and take longer to process; however, when using Instant Download, they are processing in smaller batches as changes or updates occur, which takes less time to process.

Create Separate Download Transaction Codes from Agency Bill Transaction Codes

To keep an account updated and accurate, consider setting up separate Download transaction codes. Most of the time with Agency Bill, you would be billing the full annualized premium amount, applied to the Annualized field at the Policy or Line levels. But with Direct Bill, it is often difficult to determine if the amounts listed on a statement is for a total annualized premium, an endorsement, an installment, or just commission received. You can configure Epic to have the “Policy” download update your Annualized Premium and have a separate set of Direct Bill transaction codes that do not affect your Annualized Premium. This is a great way to prevent issues with transactions downloaded that may be classified as a renewal but are actually an installment, for example.

Configure EDOCs With Your Agency’s Naming Conventions & Folder Structure

When using EDOCs to attach policy documents, most of the time, the description is ‘Downloaded Policy’ or something similar. You can override the attachment descriptions to match your agency’s naming conventions by pulling in field defaults for Policy type, Effective Date, Policy Number, etc. However, it is important to note that this would not work for endorsements, as EDOC cannot decipher which Service Summary Row to pull the description from. It is also beneficial to set EDOCs to attach documents to the appropriate folder and subfolder, saving you from re-routing the attachments to the correct locations.

For the Activities screen, setting up unique EDOC activity codes that further specify what that activity contains is an easy way to distinguish what is coming in through EDOCs, saving you from clicking through activities to figure out what each is. For example, you can set up an ECLA code for downloaded Claims, an EREN code for downloaded Renewals, or an EPOL code for downloaded policies. You can even put descriptions on these codes like ‘Claims Document Download,’ which provides even more detail about each activity before opening it. Utilizing unique codes and descriptions makes searching for a specific document or activity easier as well.

Implement the Use of Download Activities Instead of Communication Log

While you are most likely used to a printed or emailed PDF Communication Log of what Download has imported each day, you might want to consider using Activities instead. Download Activities is especially important if you utilize the Instant Download feature – a Communication Log generated multiple times throughout the day would not be efficient for the system or your Account Managers. While you can change the report to run at a specific time rather than after each time a Download occurs, Activities will ultimately prove to be easier to manage, and they mirror the same information on the Communication Log.

With most employees now working from home, Download Activities is more practical than printing a daily Communication Log. It is better to keep the information in the system rather than having each Account Manager have multiple printed pages or PDFs to sort through and manage. Activities are also a great way to schedule your time and workload – if you cannot get to a particular activity or account that day, you can easily change the follow-up date on your Home Screen.

Setup Tasks on Download Activities

Though Download does provide a streamlined way to get through your daily workload by processing changes and attaching documents for you, it is still essential that the Account Manager review certain activities Download generates before closing them. Setting tasks on Download Activities provides a checklist for the Account Managers to ensure what Download processed is accurate and complete with no further actions needed for that workflow. Setting tasks prevents any E&O exposures as, while Download is a fantastic feature, it is still important to double-check your work.

To accommodate these Download features, you may find that some workflows may need to be updated, or additional training is necessary. However, proper configuration of each of these tools will lead to more efficiency within Applied Epic. Implementing Download can help you attach documents to accounts faster, provide an improved view of your daily activities and workload, and can update accounts instantly as changes occur. For more information or help setting up Download for your agency, contact us at consult@kitetechgroup.com for a free consultation.

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.