Group training session agenda

This session is for General Broker users. The session will cover Policy Register and Templates, Commercial Screens, Policy Add-ins and MTA Renewals, Claims Tracking and Reporting, Client/Policy Notes and Diary Tracking with Auto Chase Ups, Full Accounts, and an Introduction to Durell CFS and Synety.

10.30 - 11.00
Policy Register and Templates

11.00 - 11.30
Commercial Screens, Policy Add-ins and MTA Renewals

11.30 - 12.00
Claims Tracking and Reporting

12.00 - 12.30
Client/Policy Notes and Diary Tracking with auto chase ups

12.30 - 13.15
Lunch

13.15 - 15.00
Full Accounts incl. 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 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.

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