Welcome & Introduction
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda elements will include:-

- How to generate Quotes from IO:-
a. Standalone
b. As part of the Advice journey in IO
- How to bring quotes back into intelliflo office
a. Full Quotation Analysis Comparison
b. Individual generated Quotes and/or Key Features
- Where do the documents automatically upload to?
a. Document Folder
- How do I view the Documents easily?
- Placing a copy easily into my binder
-Naming Protocols
- Is ‘My Set Up’ ready to utilise the integration correctly?
a. IO store
b. My Set up in IO
- Good practices, hints and tips along the way 
- Questions and Answers 
- Feedback and Claiming your Structured CPD - how to obtain your certificate
- Thank you for attending & Close

Quotation Integration Benefits - Avoid Re-keying Data twice – Generate Quotes within IO by utilising the integration and save your valuable time!


Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.

Please refer to the high level Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, you can copy and paste the url into a new browser tab below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

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Updated 1.7.21