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  • 星期日

    休息日

  • 星期一

    8:30 AM - 5:00 PM

  • 星期二

    8:30 AM - 5:00 PM

  • 星期三

    8:30 AM - 5:00 PM

  • 星期四

    8:30 AM - 5:00 PM

  • 星期五

    8:30 AM - 5:00 PM

  • 星期六

    休息日

公司资讯

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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Partner L&D Team

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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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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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Confident Finance Discussions with your Commercial Clients

60 分钟

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 finan

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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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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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SFP: Processing a Multiple Adjustment with VAT

20 分钟

Our 20-minute update will go over the following:Benefits of SFPEnhancements to the multiple adjustments screenIncluding VAT Q&A

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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 membership, locate client information and perform daily service tasks such as v

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