We look at the fundamentals of adding new business as a plan, focusing on how and why we update the plan status at key milestones. We will also show how to control the quality of your data and how administrators can track the progress of an application using tasks.

Pre-requisite knowledge/webinar: None

Recommended for: All users

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.

Pre-requisite knowledge/webinar: New business - updating the plan status & tracking progress

Recommended for: System administrators

We will demonstrate best practice relating to recording mortgage & protection advice. We will follow the sequence of events to record advice, whilst providing top administration tips.

Pre-requisite knowledge/webinar: None

Recommended for: Users not using the advice journey

Recognise how to record a SIPP, and how to move monies from a sub plan to a SIPP. In addition, we will focus on best practice for recording a top up to an existing pension, and how to record a bed & ISA.

Pre-requisite knowledge/webinar: New business - updating the plan status & tracking progress

Recommended for: Users not using the advice journey

29 November, 10am

This session will highlight our recommended practices in the following circumstances: those occasions where this a need for the provider to take back payments and making an income adjustment after locking down month end.

Recommended for: income managers.

30 November, 10am

During this interactive webinar you will learn about the power of using document designer to build document templates; different types of templates you can create within your organisation and how to install the document designer plugin to get you started.

Recommended for: document designer users.

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

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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Lorem ipsum dolor sit amet consectetur, adipisicing elit. Aspernatur voluptatibus minima amet vel officiis placeat modi sapiente voluptate repellendus. Placeat, nam quam ducimus nulla rerum incidunt. Vitae, consequatur iure. Repellat!