Training

Covers the core elements of the 360 Advisor system such as: 360 Diary management & integration, managing your Hotbox & sale opportunities and basic case management & communication tools i.e. ‘Send Letter’, ‘Send Text’, ‘Send Email’.

Duration: Approximately 1 hour

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Covers how automatic system generated reviews are created e.g. Mortgage, Life & Annual Reviews. How you can create your own ‘Servicing Arrangement’ and allocate this to your case records and see the impact this has on the client/case.

Duration: Approximately 20 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

This webinar will show you how to use 360 Lifecycle’s Office Admin Pipeline to merge and delete cases and allow you to manage the overall sale event for example, by manually adding cases/sales, notes, documents & commission expectations. It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar.

Duration: Approximately 45 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

TCF Questionnaire will demonstrate how to send an electronic TCF (customer survey) questionnaire to your clients, record TCF results manually where no client email exists and use the TCF reporting tools available.

Duration: Approximately 20 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Covers how to create email & letter templates for use in Campaign Manager, the query building process and how to export your query results or deliver your clients material through Campaign Manager.

Duration: Approximately 30 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Covers the whole process of data gathering, sourcing and submission, it is online and fully integrated.

Duration: Approximately 45 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Demonstrates how to view what your clients have shared via your back office system. This includes changes to their financial situation so that you can offer a faster, more effective service encouraging them to plan for the future.

Duration: Approximately 40 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Demonstrates how to manage & customise your hierarchy. The 360 standard reports and Performance Explorer functionality gives you complete control over your practice enabling you to have the latest information on the performance of your business.

Duration: Approximately 45 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Shows how to link banked commissions and define pay schemes, rules and exceptions for your company. This demonstrates 360 Lifecycle’s ability to deal with any ‘pay aways’ to introducers and bonus schemes for advisers and illustrates how advisers are able to view their own pay statements.

Duration: Approximately 1 hour

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.