Specialist CCD courses

“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:

• An introduction to EDI
• Setting up your system for EDI
• Receiving and processing a live EDI statement

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:

• Setting up a group scheme
• Adding employees and members manually
• Adding employees and members via a spreadsheet import
• Keeping group schemes up to date

“Complex holdings” covers the input of SIPPs and SASSs. Incorrect input of these products will lead to incorrect client valuations.

“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.