Training Services New Training Suite – Coventry Standard Classroom Courses

We are delighted to announce that we are now able to offer classroom training courses in Coventry. The training suite is very well situated, being directly opposite the main train station and easily accessed from the M6 motorway. The training suite is in Synaptic Systems’ offices, acquired by Capita in November 2006 to complement the acquisition of Quay and Webline in November 2005. Currently we have dates in the Coventry training suite for our two-day ‘Getting Started’ course scheduled until the end of the year and we are taking requests for all our other standard classroom courses to gauge demand.

For courses other than those detailed in the table below you will be put on a waiting list until demand is high enough and we can schedule dates. We are not expecting you to be on a waiting list for long as we anticipate that the demand will be quite high, as this centre provides a viable solution for businesses that would prefer to be trained away from their own offices but for whom our Bishop's Stortford training suite is too inaccessible.

The table below shows the dates available for the two-day ‘Getting Started’ course in Coventry until the end of this year:

The cost (per day) for standard classroom courses is £200.00 per delegate (plus VAT), therefore the cost of the two-day Getting Started course is £400 per delegate.

Private Courses:

Many of our clients hire out our training facilities in our head office at Bishops Stortford for private courses and this facility will also be available in the Coventry Centre. The cost of this is £750.00 (plus VAT per day*) and includes a light lunch and refreshments during the day and, of course, the trainer to conduct the session! We can accommodate up to 8 delegates on a private course and we are happy to work with you to create an agenda for the training to ensure that the content of the day(s) you book meets your businesses needs.

*training days are from 10.00–16.00.

Please contact our Training and Consultancy team to discuss your options on 01279 756086
or send an email to: training@quaysoftware.co.uk

TOP

Did you know...

CCD 3.3.3 is on general release and we have introduced 3 brand new Contract Enquiry partners:

Norwich Union
The new contract enquiry link with Norwich Union covers the following product range:

• Group Personal Pension
• Group Stakeholder Personal Pension
• Individual Personal Pension
• Individual Stakeholder Personal Pension
• Free Standing AVC
• Executive Pension
• Section 32
• Section 226 Retirement Annuity
• Occupational Scheme – Defined Contribution
• Investment Bond - Hybrid Bond
• Investment Bond - Unitised With Profit Bond
• Investment Bond - Unit Linked Bond

As well as this any caveats that Norwich Union send as part of the Contract Enquiry message will be displayed for the user.

Legal and General
The new contract enquiry link with Legal & General covers the following product range:

• Investment Bond - Unitised With Profit Bond
• Investment Bond - Unit Linked Bond
• Investment Bond - Distribution Bond
• Investment Bond - Hybrid Bond
• Investment Bond - Unit Linked Bond
• Individual Personal Pension
• Individual Stakeholder Personal Pension
• Group Personal Pension
• Group Stakeholder Personal Pension
• Self Invested Personal Pension
• Section 226 Retirement Annuity
• Free Standing AVC
• Occupational Scheme - Defined Contribution

As well as this a message will be shown against the holding ‘this valuation has been updated by information held on Legal & General’s systems using Contract Enquiry’. This message is deleted if the value is manually updated in the future.

Zurich
The new contract enquiry link with Zurich (including Allied Dunbar, Eagle Star, and Sterling) covers the following product range:

• Individual Personal Pension
• Section 226 Retirement Annuity
• Free Standing AVC
• Appropriate Personal Pension Scheme
• Group Personal Pension· Executive Pension
• Occupational Scheme – Defined Contribution
• Income Drawdown
• Investment Bond - Unit Linked Bond

Additionally, shortly after the release the following will be added via the updater:

• Maxi ISA
• Mini ISA
• ISA Transfer
• PEP
• Unit Trust

As well as offering these three new partners we have extended the current CE provision for Aegon to cover almost 98% of all their policy types! The following products are now covered (in addition to the types already covered in earlier versions of CCD):

• Flexible Pension Plan
• Free Standing FSAVC
• Executive Pension Plan
• Group Personal Pension
• Group Stakeholder Personal Pension
• Occupational Scheme - Defined Contribution
• Investment Bond - Hybrid bond

We are committed to delivering tools that will enable you and your business to be able to work in the most streamlined manner and we firmly believe that Contract Enquiry is an area that offers you significant time savings when producing valuations for your clients coming up to review.

We offer consultancy and training that will help you to get the very best out of Contract Enquiry.

Consultancy

We can provide a single day session to focus on Contract Enquiry and how it can be used within your business and is most suitable for those businesses that have yet to implement Contract Enquiry into their business process. By the end of the session you will have a clear plan for how to effectively implement CE into your business. The price of this is £1,100 and the session is usually taken in your offices from 10.00–16.00 with a break for lunch.

Training

The use of Contract Enquiry features in our standard training courses ‘Getting Started’ and ‘Knowledge Builder’. Please see the training and section of our website for the full syllabus for these training courses and the delivery options and prices by clicking here

It is also possible to take the two sessions from these full day courses where contract enquiry is trained as online sessions:

• Managing New Business (double session) – from the Getting Started course (£300.00)
• Client Servicing (single session) – from the Knowledge Builder course (£150.00)

If you are interested in harnessing the power of Contract Enquiry within your business please contact our training team to discuss your options:

Tel: 01279 756086
E-mail: training@quaysoftware.co.uk

TOP

How to add a Product Provider

If you wish to add a new Product Provider to your Client Care Desktop system, you will need find the provider name and code on our database.

To search for a provider please click here

If the provider is listed with a corresponding code, you can add them to your Client Care Desktop system. The following link to our Knowledge Base article explains how to add a new Product Provider.

Click here to add a new Product Provider

If you cannot find the provider you wish to add on our provider database, please send a request to us with the provider details by clicking here

We will only add legitimate Product Providers to our database, so we may ask you to confirm what products are offered by the Product Provider and details of their website.

If you need assistance when adding new Product Providers, please contact our Support team on 01279 756061 or by sending an email to support@quaysoftware.co.uk

TOP

What would you like to see in your newsletter?

We always appreciate your feedback and would be very interested to hear what you would like to see in your Newsletter.

If there are items you would like to see included to your Newsletter, please feel free to let us know.

Please send your ideas and comments to clientcare@quaysoftware.co.uk.

TOP