Group training session agenda

This is an intermediate session for General Broker users. The session will cover Policy Register, Commercial Screens, Claims Tracking, Client/Policy Notes, Standard Management Reports, Full Accounts, and an introduction to CFS and Synety.

10.30 - 11.00
Policy Register and Templates

11.00 - 11.30
Commercial Screens, Policy Add-Ons, MTAs and Renewals

11.30 - 11.50
Claims Tracking and Reporting

11.50 - 12.10
Client/Policy Notes and Diary Tracking with Auto Chase-Ups

12.10 - 12.40
Standard Management Reports

12.40 - 13.15

13.15 - 13.30
New Data Protection options

13.30 - 15.00
Full Accounts inc. Posting, Reconciliation, Client and Insurer Accounts, Commission Transfer, Accounts Reports and RMAR Returns

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

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