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Web Based Training “Webinars”
We can provide training via a Webinar session where you can view the trainers PC from your own desktop. This is designed for short training sessions on specific subject areas. If you have a training room with a speakerphone and projector, you can have any number of attendees. If each adviser attends the session at their own desk then we have a maximum number of 15 attendees per session. £15 + VAT per half hour
Training Content –
1. Client Sales Process
Create a Client / Prospect
Sales Workflow Creation
Auto-Generate your IDD & TOB
Fact Finding
Get Quotation
Compliance Summary – including document storage
Template Suitability Letter Generation
Policy Creation
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2. Management
Reporting – Inc KPI reports Toolbox Plus
Client Marketing
Lead Generation
Adviser CPD records
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3. Administration
Task Management
Managing staff, access levels and passwords on Toolbox
Branch Address Book
Branch Letter Maintenance
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4. Commission Management
Setting Internal Commission rates
Branch Commission Input
Personal Touch Commission Input
Internal Commission Management and statement generation
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5. Compliance Functions
Online File Checking
Compliance Summary
Compliance Registers
Overview of Compliance Officer access and functions
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More Information
You can call our Directly Authorised support team for a discussion at any time. Please email dasupport@personaltouchfs.com or call on 0121 767 1020
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