Course Overview

Maintaining and keeping good communication with a network of clients and prospects is one of the most important activities for a Insurance Professional. Many of which, are still using a paper day planner, sticky notes, or are spending hundreds of dollars on a custom contact management program. By taking this course you will find a better way to manage and communicate with their contacts using Microsoft Outlook.

The objective of this course is to provide Insurance professionals with the tools they need for effective communication with their clients. This course will utilize the industry's best practices when using Microsoft Outlook as an Email and Contact Management tool for business professionals. The course covers all aspects of setting up an effective contact management system using Microsoft Outlook, helping the user to manage the volumes of electronic documents, making the use of email more efficient, more professional and will help to prevent the misplacement of important correspondence.

Topics Covered

• Contacts
• Calendars
• Tasks
• Email
• Time management and managing electronic communications
• Organizing email
• Journaling
• Email address management
• Mass mailings
• Junk mail and spam
• Rules

Price: $259 + HST

Max Students: 10