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15
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  • 星期日

    休息日

  • 星期一

    08:30 - 17:00

  • 星期二

    08:30 - 17:00

  • 星期三

    08:30 - 17:00

  • 星期四

    08:30 - 17:00

  • 星期五

    08:30 - 17:00

  • 星期六

    休息日

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Here you can book to join our online webinars delivered by our Partner Learning and Development Team. We are proud to offer fully CPD accredited courses that can count towards your yearly requirements.Our dedicated team is committed to helping professionals maintain and enhance their knowledge and skills. Our range of services, including the PLaSMA System, Interactive System, Confident Finance Discussions, and Enhanced Customer Onboarding, are designed to support your growth and success. Whether you are looking to increase your expertise, improve client interactions, or stay updated with the latest industry trends, our courses offer a valuable opportunity for continuous professional development. Join us on this journey to unlock new possibilities and expand your skillset.

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UK Clients - PLaSMA System: Enhance your Knowledge

60 分钟

This webinar will take you through the full capabilities of our PLaSMA system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and h

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服务项目照片

UK Clients - Interactive System: Enhance your Knowledge

60 分钟

This webinar will take you through the full capabilities of our Interactive system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and h

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Ireland - PLaSMA System: Personal Lines Training

60 分钟

This webinar will take you through the full capabilities of our PLaSMA system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and h

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Ireland - Interactive System: Commercial Lines Training

60 分钟

This webinar will take you through the full capabilities of our Interactive system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and h

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UK CLUBS - Fairway Credit - Online Portal (PLaSMA)

60 分钟

This module is designed for our Golf Clubs using our recourse facility. During this module we will look at the basics of our online portal (PLaSMA), how to add a new golf memberships, locate client information and perform daily service tasks such as

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Connecting with Clients

60 分钟

If you could connect with every single client on an individual and personal basis, would you?This module will look at the different personality styles that our clients may have, and more importantly, look at ways to adapt your approach to enhance you

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School Fee Plan - Online System

60 分钟

This module is designed to equip your school with the essential skills needed to proficiently handle the entire fee management process. A live system demonstration will model to participants how to navigate key tasks such as application processing, m

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IRELAND CLUBS - Fairway Credit - Online Portal (PLaSMA)

60 分钟

With this module, we offer comprehensive guidance on utilising our online portal, including essential tasks such as adding new golf memberships, accessing client information, and conducting daily service activities like reviewing customer agreements

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