Commercial Processing Training Packages

///Commercial Processing Training Packages
Commercial Processing Training Packages2017-09-26T08:46:37+00:00

Get the best from your Powerplace Complex solution

These two leading training packages will help you to get Powerplace Complex quickly working for your business.

Experienced training consultants will ensure that your staff have the skills they need to access to a library of commercial questions to create data capture forms that aid the production of risk registers.

Product information

Onsite consultancy to include:

  • Training in Open Word (basic and advanced) to improve document and template production.
  • Creating commercial registers within Open-R.
  • Dedicated training in Powerplace Complex.
  • Configuration of six default registers to support client copy, broker copy and insurer copy.
  • Creation of up to five Back-Office templates to support broker defined fact find forms.

Onsite consultancy to include:

  • Training in Open Word (basic and advanced) to improve document and template production. Includes implementing keywords.
  • Dedicated training in Powerplace Complex to highlight benefits.
  • Configuration of six default registers to support client copy, broker copy and insurer copy.
  • Configuration of default preamble, policy header, policy trailer and register trailer.
  • Creation of up to ten Back-Office templates to support supplementary data capture.

Minimum requirements

Training may be subject to minimum software version dependencies, depending on the package selected.

Ask your Account Manager for more details.