Online training
webinars in November
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1 November, 10am (GMT)
We will look at the fundamentals of adding new business, focusing on how and why we update the plan status at key milestones, mandating completion of data and tracking the progress of an application.
Level: intermediate.
Recommended for: all users.
2 November, 10am (GMT)
We will demonstrate how to dictate the journey of a plan through creating 'lifecycles' and rules which will control the quality and consistency of your data. We’ll also look at how to apply security at key milestones.
Level: advanced.
Recommended for: system administrators.
4 November, 10am (GMT)
The accuracy of adding fees and commission is paramount. This interactive webinar will explore the benefits of using fee models, adding fees and commission across a range of scenarios and adding income splits to a fee/plan.
Level: foundation.
Recommended for: all users and income managers.
8 November, 10am (GMT)
We will show you how to create a mail merge list and template. We will also demonstrate generating a mail merge campaign and producing letters. Please note this is for letter campaigns only.
Level: intermediate.
Recommended for: all users.
9 November, 10am (GMT)
During this interactive webinar we will introduce the four key stages when processing income. This will be the foundation knowledge to prepare for reconciling income on intelliflo office.
Level: foundation.
Recommended for: income managers.
11 November, 10am (GMT)
During this interactive webinar we will explore the benefits of using a fee model and why this is best practice. We will also look at how to build a fee model to match your organisation's fee charging structure.
Level: advanced.
Recommended for: system administrators and income managers.
15 November, 10am (GMT)
This interactive webinar will explore how the EDI process works for direct import of statements from providers. We'll also look at the process for importing statements manually and how intelliflo office automatically allocates income.
Level: intermediate.
Recommended for: income managers
16 November, 10am (GMT)
During this interactive webinar we will demonstrate how to create a mail merge list and template. We'll also show how to generate, send and track an email campaign. Please note this is for email campaigns only.
Level: intermediate.
Recommended for: all users.
*Postponed/New date TBC*
18 November, 10am (GMT)
We will show how you to allocate income to a fee/plan and how to manage income allocation across a range of common scenarios. We will also consider how this process is a key driver of RMAR report accuracy.
Level: intermediate.
Recommended for: income managers.
22 November, 10am (GMT)
During this interactive webinar we will focus on adding cash receipts to intelliflo office, matching cash receipts to provider statements and managing cash receipts across a range of common scenarios.
Level: intermediate.
Recommended for: income managers.
23 November, 10am (GMT)
During this interactive webinar we will share our top tips to validate your data before closing month end. We will provide a handy checklist relating to key reports that are highlighted throughout the webinar.
Level: advanced.
Recommended for: income managers.
25 November, 10am (GMT)
We will focus on how to generate and filter the RMAR report. We will also look at using the RMAR detail report to investigate your data and provide some troubleshooting tips when evaluating discrepancies in your data.
Level: advanced.
Recommended for: income managers.
29 November, 10am (GMT)
We will provide our recommended practices for those occasions where this a need for the provider to take back payments. We'll also focus on how to make an income adjustment after locking down month end.
Level: intermediate.
Recommended for: income managers.
30 November, 10am (GMT)
During this interactive webinar you will learn about the power of using document designer to build document templates, the different types of templates you can create and how to install the document designer plugin to get you started.
Level: foundation.
Recommended for: document designer users.
29 June, 10am
There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.
Recommended for: system administrators.
30 June, 10am
This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
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We have even more training webinars scheduled in the coming months to help you with more aspects of intelliflo office! You can also see re-runs of previous months sessions once they become available.