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 CloudCall.
10.30 - 11.00
Introduction to Durell’s 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
Set-up Client/Policy Notes and diary Tracking with auto chase ups
12.45 - 13.15
Lunch
13.15 - 13.30
New Options for Data Protection
13.30 - 14.30
E-mail - how to attach and send from Durell and e-mail addin defaults
14:30 - 14.50
Policy Overview inc. Compliance Screens
14.50 - 15.10
Introduction to Durell CFS (Client Facing Services) and Secure Messaging
15.10 - 15.15
CloudCall 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.