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Live Online Training Coming Soon Learn Online with Zoom Are you interested in joining a weekly live online training session to discuss the preparation for the Alberta Insurance Level 1 Licensing Exam? Each session will cover one topic for about 15 minutes, then open up to Q&A for the rest of the hour. We will … Continue reading Live Training

Processing Documents, a productivity workflow.

Gather Collect and gather all your documents in one location, a file basket on your desk, a folder on your computer. Get everything into one place, emails, printed files, electronic documents, etc.Process Stick to the DOO (Do Only Once) rule as much as possible. Start at the top of the pile, and process each document, … Continue reading Processing Documents, a productivity workflow.