“EDI” is especially suitable for businesses that receive a large volume of renewal commission items. The 1 day onsite training is included in the set-up fee for this module and will cover:
Half day classroom course, 1 x 2 hour online session or 2 x 1 hour online session.
½ day classroom course, 1 x 2 hour online session or 2 x 1 hour online session.
“Group schemes” is a separate module of CCD that allows for effective administration of group policies. Areas covered are:
One hour online session
“Complex holdings” covers the input of SIPPs and SASSs. Incorrect input of these products will lead to incorrect client valuations.
One hour online session.
“Document management” training will show how to add electronic and scanned documents to your CCD system, where to add documents and how to search the system for previously saved documents.
If you are interested in training please contact us on:01279 756 086
Capita Financial Software is a trading name of Capita Financial Software Ltd. Registered office and registered number as above. Part of Capita plc. © 2009 Capita plc. All rights reserved