Group training session agenda

This is an intermediate session for General Broker users. The session will cover Policy Register, Commercial Screens, Claims Tracking, Client/Policy Notes, Standard Management Reports, Full Accounts, and an introduction to CFS and CloudCall.

10.30 - 11.00
Policy Register, Templates and exporting to Excel

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

11.30 - 11.50
Claims Tracking and Reporting

11.50 - 12.10
Set-up Client/Policy Notes and Diary Tracking with auto chase ups

12.10 - 12.40
Standard Management Reports including options to export to Excel

12.40 - 13.15

13.15 - 13.30
New Options for Data Protection

13.30 - 15.00
Full Accounts inc. Posting, Reconciliation, Client and Insurer Accounts, Commission Transfer, Accounts Reports and RMAR Returns

15.00 - 15.30
Introduction to Durell CFS (Client Facing Services), Renewals Dashboard and Secure Messaging

15.30 - 15.45
CloudCall Recording Software and Q and 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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