Group training session agenda

For all users of Durell systems. The session will cover Paperless Office, Mailshots and Excel Reports, Diary and Memos, Group Schemes, Management Reports, Policy Posting, Compliance Screens and Introduction to Durell CFS.

10.30 - 11.30
Paperless Office incl. templates and document folder structure

11.30 - 12.00
Mailshots and Excel Reports

12.00 - 12.30
Diary, Memos and Notes with Fee Reporting incl. auto chase ups

12.30 - 13.15
Lunch

13.15 - 14.00
Group Schemes facility for Life and General

14.00 - 14.45
Management Reports and other recommended Reports

14.45 - 15.00
Policy Postings and Compliance Screens

15.00 - 15.15
Introduction to Durell CFS (Client Facing Services) and Synety

15.15 - 15.30
Q&A Session

It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.

Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.

See more of our upcoming events.