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.
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.