Group training session agenda
This is a basic session for General Broker users. The session will cover an introduction to the main screens, Mailshot Fields, Word Processing, Client/Policy Notes, Emailing, Policy Overview, and an introduction to CFS and Synety.
10.30 - 11.00
Introduction to Durell main screens with some useful tips on default setting
11.00 - 11.30
Mailshot fields
11.30 - 12.00
Word Processing, Paperless Office and Creating Templates
12.00 - 12.45
Client/Policy Notes and Diary Tracking with Auto Chase-Ups
12.45 - 13.15
Lunch
13.15 - 13.30
New Data Protection options
13.30 - 14.30
E-mail - attach and send from Durell and the e-mail addin defaults
14:30 - 14.45
Policy Overview inc. Policy Compliance
14.45 - 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.
See more of our upcoming events.