Group training session agenda

This is a basic session for Financial Adviser users. The session will cover an introduction to Durell’s main screens, Fact Finds, Word Processing, Client/Policy Notes, Email—How To, Policy Overview, and an introduction to CFS and Synety.

10.30 - 11.00
Introduction to Durell main screens with some useful tips on default setting

11.00 - 11.30
Fact Finds

11.30 - 12.00
Word Processing, Paperless Office and Creating Templates

12.00 - 12.45
Client/Policy Notes and Diary Tracking with Auto Chase-Ups

12.45 - 13.15
Lunch

13.15 - 14.30
E-mail - attach and send from Durell and the e-mail addin defaults

14:30 - 14.45
Policy Overview inc. Compliance Screens

14.45 - 15.15
Introduction to Durell CFS (Client Facing Services) and Synety Call Recording Software

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.