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.