TBCGroup training for Financial Advisers (Basic)
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.
TBCGroup training for General Brokers (Intermediate)
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.
TBCGroup training for Financial Advisers (Intermediate)
The session will cover Fact Finds, a Policy Overview, Mailshotting and Excel Reporting, Management Reports, Full Accounts, Contract Enquiry, and an Introduction to Durell CFS and CloudCall.
TBCGroup training for General Brokers (Basic)
The session will cover an Introduction of the mail screens, Mailshot Fields, Word Processing, Client/Policy Notes, Emailing, Policy Overview, and an Introduction to CFS and Cloudcall.
TBCGroup training for Financial Advisers (Basic)
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.
TBCGroup training for General Brokers (Intermediate)
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.
TBCGroup training for Financial Advisers (Intermediate)
The session will cover Fact Finds, a Policy Overview, Mailshotting and Excel Reporting, Management Reports, Full Accounts, Contract Enquiry, and an Introduction to Durell CFS and CloudCall.
TBCGroup training for General Brokers (Basic)
The session will cover an Introduction of the mail screens, Mailshot Fields, Word Processing, Client/Policy Notes, Emailing, Policy Overview, and an Introduction to CFS and Cloudcall.
TBCGroup training for Financial Advisers (Basic)
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.
