Did you know Microsoft Excel offers many pre-built Templates to help you get started with a project quickly and easily? Learn where to find the
There’s always a new trick to learn in Microsoft Teams. Read through 11 Microsoft Teams meeting tricks to help your meetings go smoother and be
Having a work culture rich with recognition is incredibly valuable. Let’s talk about why that is, who should give it, and how to infuse it
Discover how Microsoft OneNote transformed a colorfully chaotic desk into a digital utopia. Learn how OneNote can revolutionize your 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
The KiteTech Client Experience team conducts Periodic Business Reviews (PBRs) with each of our Managed Services clients. In this article, we provide insights to help
Microsoft Windows has helpful keyboard shortcuts to make you more productive. In this article, we summarize the most common Windows 10 and 11 shortcuts.
If you are involved in the hiring process, you know how difficult it can be to attract good talent. For this reason, it is absolutely
Is your insurance agency required to be in compliance with the new FTC Safeguards Rule? Learn what’s involved and if it applies to you.
Despite the initial unease performance audits may provoke, they can be invaluable for your agency’s growth and success. Learn how to use AMS360 audits to
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
Work-related stress can have a huge impact on your overall well-being. Use these 8 strategies to manage your work-related stress more effectively.
Microsoft Forms is a app included with your Microsoft 365 subscription that gives users the ability to collect information from their customers or employees. In
As a leader, you have a vision for your team, which includes what you want to achieve, where you want to be, and the path
So far in our Digital Hygiene Series, we have focused on keeping your systems neat and orderly. However, the most important part of digital hygiene
Having a reliable phone system is essential to conducting business. Gain more insights into how a cloud business phone system could work for your business.
Improve team collaboration and the quality of your documents with Microsoft’s Share and Comments features. Review its features in this blog.
Digital hygiene doesn’t just apply to your computer. It’s also important for your mobile devices. Follow these five recommendations concerning your phones and tablets to
KiteTech Webinar Recording A Front-End User’s Guide to Transactions in Applied Epic Recorded on September 22, 2022.You can watch the on-demand webinar below at any
Email is an invaluable tool for both personal and professional communication. Still, an excessive volume of emails can accumulate in your inbox, making it difficult
How do you measure success? Often, we resort to how we feel about the job we have completed or other subjective goals. If our feelings
If you have any experience working with a horribly messy file cabinet room, you know how important it is to practice good hygiene when storing
We all love working on a brand-new computer because it is fast and responsive. However, over time, our new computers seem to slow down until
Sometimes you don’t know what you don’t know. There are so many tools available that could improve your workflows, so we’ve gathered some of our
The world is filled to the brim with technology. Our day-to-day consists of constantly logging in and out of devices, applications, and websites. However, the
Your email signature is an integral part of business operations and branding. Having a high-quality design that includes important information can significantly improve how professional
Scheduling meetings with multiple participants at a time that suits everyone can be a real challenge. FindTime is a Microsoft add-in that you can install
Microsoft Bookings is a free app that is part of the Microsoft 365 Suite. If your business pays for a Microsoft 365 subscription, it’s a
Microsoft Outlook has been around for decades now, and in that time has established itself as the most widely used email application in the professional
Equipping your company with the right IT solution is critical to your success. For some companies, this may mean outsourcing their IT needs entirely, while
Microsoft OneNote, a notetaking application included in the Microsoft 365 suite of apps, has become an essential productivity tool for businesses today. However, many people
KiteTech Webinar Recording Implementing Applied Epic’s Renewals Manager in Your Agency Recorded on February 16, 2022.You can watch the on-demand webinar below at any time.
For most businesses today, the year 2022 marks almost two full years of operating remotely in at least some capacity. Some leaders couldn’t wait to
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
With the wide variety of phones on the market today and new ones coming out every year, it can be challenging to choose the right
Like many of us here at Kite Technology, you likely spend some time working from home or have at least several employees working remotely. We
Leadership is no easy task and requires considerable ongoing effort to get it right. With 2022 on the horizon, now is the time to identify
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
KiteTech Webinar Recording Growing your Insurance Agency with Microsoft 365 You can watch the on-demand webinar below at any time https://youtu.be/M5VpwZETluw Kite Technology’s Managed IT
A reliable internet connection is critical to the productivity of most businesses today. Without it, your employees cannot work, teams cannot be productive, and you
Most will agree that Microsoft Edge is a huge improvement over Internet Explorer. This proves true in many aspects, such as better performance, enhanced security,
As the world’s workforce rapidly embraced Teams, Microsoft started investing heavily in bringing improvements and new features to the Teams experience to help its users
When selecting an IT service provider there’s a lot to consider. You want to trust your business to a tech company that can keep your
Windows 11 was officially announced on June 24th, confirming rumors and leaks from several different sources over the past few months. But what can you
The benefits of “cutting the cord” on local IT infrastructure and going “all in” on Microsoft 365 are substantial. These benefits fall in three categories:
As you look ahead into 2021, you may be wondering if there are specific procedures you should be implementing to set your insurance agency up
Did your agency just migrate to Applied Epic, or is in the process of migrating now? Regardless of the platform you are migrating from, transitioning
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.
Since its introduction in October of 2013, Internet Explorer 11 (IE11) has been one of the top 3 popular web browsers. A large reason for
Like most companies, your agency’s staff has probably been working from home or coming to the office intermittently for the past few months. Moving and
Applied Epic’s advanced customization can be tricky for the everyday user to put into practice. Especially when you don’t have the time to sit through
You are probably already familiar with and using Microsoft Office applications like Outlook, Word, Excel, and PowerPoint, but what about SharePoint, OneDrive, and Teams? Have
Many agencies we work with have questions about how to use SharePoint and their agency management system together to increase efficiency. For example, during a
When the coronavirus pandemic hit, businesses across the country found themselves trying to replicate their office environment at home. Independent insurance agencies using Microsoft 365
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In light of the COVID-19 pandemic, more and more users are working from home. Kite Technology Group would like to highlight a few critical elements
Do you keep encountering the same problems in your agency? Do your producers, managers, and CSRs feel stressed with little to show for their effort?
The modern workforce depends on collaboration, which is one reason why solutions like Slack have taken off in recent years. Another reason for this is
Maybe your insurance agency has used Applied Epic for quite some time or maybe you just migrated to it recently. No matter how long you’ve
Microsoft Excel has a ton of functionality, but how much of it are you actually utilizing? This week’s tip will help you take full advantage
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It seems that businesses today are obsessed with productivity, and while this isn’t a bad thing inherently, it can encourage you and your employees to
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Collaboration is critical to the success of businesses both big and small, from the newest of startups to the grandest of enterprises. It’s true that
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When asked about telecommuting, the practice of allowing employees to work from home, many agency owners may acknowledge the benefits but will more frequently focus
My first job after college was as an engineer at an electric utility company. When I had been there a couple of years, I remember
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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.
