ARE YOU MISSING A TRICK BY NOT USING THE QUOTATION INTEGRATION WITH IO?

WHICH ROLES WILL BENEFIT?

All users of io but specifically - Paraplanners, Planners, Administrators, Compliance, Operations Managers

OUR AIM (OBJECTIVES)

We often come across users of io who have not set up the integration with quotation platforms and when we help them understand how it works and get them set up, the feedback we have received often is “Why did I not set up and use this before?” “Saves so much time”…
- To show you a live example of quotation integration in live io -output and benefits, and to go through what you need to do, to be able to utilise the integration in your log ins. The focus will be to share with you the benefits for the full team and transparency and speedier file checking

WHAT WILL YOU GAIN FROM THE SESSION (EXPECTED OUTCOMES)

- To see how you can save your valuable time by reducing rekeying data and learning some hints and tips along the way
- To gain better value from your licence costs with IO and your quotation provider
- To learn in a live environment with your peers
- To learn with a small number of delegates - (maximum of 8)
- Opportunity to ask questions and share your experiences (good and bad) with your Trainer and Delegates attending
- CPD Certificate of attendance is provided - all sessions qualify for structured CPD. Your Certificate of attendance goes out automatically on exiting the session. Please remember to save/print your certificate as once deleted we are unable to provide a duplicate

EXPERIENCE IN IO REQUIRED

We have found new users and existing users of mixed experience in IO, have gained real benefit from these sessions in the past


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