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 how to access an existing customer record.

Not only will you experience the full PLaSMA capabilities, we'll also provide you with additional knowledge on our processes and procedures that your customers will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

• Service type: Insurance consultation

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 how to access an existing client record.

Not only will you experience the full Interactive capabilities, we'll also provide you with additional knowledge on our processes and procedures that your clients will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

• Service type: Insurance consultation

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 membership, locate client information and perform daily service tasks such as viewing a customer's agreement and processing a renewal. We'll also demonstrate the customer's online journey.

• Service type: Insurance consultation

Different clients have different wants and needs, and this module will present insights from some of the best in the business. From strategy meetings to detailed analysis, from utilising return capital calculations to showing confidence in your financial discussions. We’ll cover all of this, and more, in this module. Does premium finance add value to your client’s business? Absolutely it does and we’ll look at how a tailored offer can be presented to your client so that you’re not just saying at the end of meeting ‘You can pay by monthly instalments.’ Value proposition is important and premium finance is no different. Seeing it as a valuable product will help how it is positioned to your client.

By the end of the session, delegates will be able to:

• Effectively promote the core benefits of finance to their clients

• Utilise the Cost Benefit Analysis document to present projected ROI

• Confidently present multiple finance options to offer finance compliantly

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 how to access an existing client record.

Not only will you experience the full Interactive capabilities, we'll also provide you with additional knowledge on our processes and procedures that your clients will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

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 how to access an existing customer record.

Not only will you experience the full PLaSMA capabilities, we'll also provide you with additional knowledge on our processes and procedures that your customers will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

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, multiple adjustments and renewals, understanding pupil profiles, and interpreting the reports on offer. Additionally, participants will receive valuable insights into the offerings of the School Fee Plan team, including how we can support both the school and its parents.

This session is designed to provide essential guidance to our partners on navigating the current regulatory landscape when looking at the Consumer Credit Sourcebook (CONC) and its guidelines. The session is a great way to confirm or increase understanding of the requirements.

 Throughout this session, we will delve into key aspects of CONC, including:

 Credit Broking: What is it?

By adhering to the guidance set out in CONC, our partners can ensure compliance with regulatory requirements while maintaining transparency and fostering trust with their clients. This helps mitigate against legal and financial risks, as well as protecting our partners’ respective reputations.