Time Management for the Insurance Professional - Webinar (MDT)


Edmonton, AB [Map]
Date and Time: June 23, 2021 10:00 a.m. - 12:00 p.m. MDT


Maximize results - Enhance Productivity and Performance - Improve workflow and reduce stress

Time Management is a method of applying more efficient practices in regards to how we manage our work, particularly through the most effective use of our time. This is accomplished through skills and techniques applied in combination with the appropriate tools. Through Time Management training, we learn how to be more organized; we learn how to prioritize our work in order to get more of the important things done; we learn how to manage interruptions and all the new priorities that come up all day, including managing emails effectively; we learn how to identify our time wasters and our productivity issues and develop strategies to overcome them; we learn how to file critical documents and emails so that we can find them again easily; and we learn how to get the most out of our Time Management and Personal Productivity tools I have 27 years of experience delivering Time Management training, consulting and coaching; helping people find real solutions to their productivity issues.

 Time Management Learning Points:

- Identifying our Time wasters and the challenges to our daily productivity.
- Understanding Productivity in today’s workplace.
- How to establish priorities and focus on them.
- How to create a realistic daily plan.
- How to manage the new tasks that arise all day.
- Streamlining how we deal with emails.
- How to avoid the major time waster of looking for our stuff.

Outlook Learning Points:

    - Setting up Outlook to be more productivity and priority oriented.
    - How to avoid being constantly interrupted by the In-box.
    - Utilizing the Calendar.
    - Managing Tasks in Outlook.
    - Delegating with Outlook.

    Managing large tasks (small projects) with Outlook.
    - Working from a clean In-box.
    - Understanding the 2 reasons we need to keep an email and how to delete the rest.
    - Learning how to properly store critical email information so we can safely delete.
    - Learning how to utilize Contacts to track communications and documentation.

    Presenter: Stephen P. Franklin


    Registration:    9:45 a.m. MDT
    Presentation:   10:00 - Noon MDT

    CE Credits:  AIC Course ID # 57615, 2 CE Hours General and Adjuster

    Registration deadline is June 16, 2021

    Corporate Rate: $50 per attendee for groups of 5 or more (membership is additional for non-members).  To register with a corporate rate, please contact iinamail@insuranceinstitute.ca.

    Go-To-Webinar platform, you will need Audio on your computer

    Please be aware that tardy arrival to or early departure from any seminar or, in the case of a webinar an incomplete session as a result of unresolvable technical difficulties, will preclude IINA from issuing a CE certificate for the seminar.

    Cancellation:Sorry, no refunds issued, with the exception of an incomplete session as a result of unresolvable technical difficulties. Substitution of another person is acceptable - please notify us of such changes so CE records can be adjusted appropriately. IINA reserves the right to cancel this seminar due to unforeseen extenuating circumstances - in such an event, all fees will be refunded.

    Link to webinar: Prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar.  .

    IMPORTANT: You will need AUDIO on your computer in order to participate in this session. Please make sure you have tested your audio prior to attending.

    PRICES BELOW ARE BEFORE TAX. (For on-line registrants, please ensure you are being charged the correct price as shown below)


    Pricing for this seminar varies based on your membership. Prices exclude tax

    Fee Description Amount
    Graduate $60.00
    Members $70.00
    Non Members(+$90 membership applied at checkout) $70.00