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Covers the core elements of 360 Advisor such as: diary management, organising your Hotbox and sale opportunities, case management and communication tools like sending emails, texts and letters.

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.

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 and commission expectations. It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar.

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.

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 and 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.

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 submitting mortgages, protection and GI via 360 Lifecycle’s integrations with our leading partners. See how to use our FactFind to efficiently manage your clients.

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 the information your clients have shared via 360 Lifecycle. This includes changes to their financial situation so you can offer a faster and more effective service, helping them to plan for the future.

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 effectively manage your company. Our reporting and Performance Explorer functionality gives you complete control over your company enabling you to have the latest information on the performance of your business. See how to report on your company’s written, completed and banked performance. Analyse historical sales and KPI data, identify trends, training gaps and needs.

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 simplify your payment processes. With its help, you can easily administer commissions, organise payments to advisers and the company, and set up business partner rates. Illustrates how to view the entire commission process, from the initial entry in the FactFind to the final payment to the corresponding adviser or introducer/business partner.

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.

We try hard to ensure a fair balance between your personal privacy, whilst ensuring you obtain full value from our site and learn of things you are likely to be interested in. The General Data Protection Regulation (GDPR) places new responsibilities on intermediaries regarding the processing of client data. We’ve provided functionality allowing businesses to define and collect consent for specific data processing activities as well as handling subject access requests.

Video tutorials
How to configure the GDPR consent portal (for initial configuration and management)
Sending GDPR consent forms (for advisers and administrators)