Want training without all the costs?

Potential Funding for Training on our products

As part our ongoing commitment to our clients we wish to make you aware of potential funding that may be available to help towards the cost of our training, this month we are focusing on the Beyond 2010 Project which covers the following counties Bedfordshire, Cambridgeshire, Essex, Hertfordshire, Norfolk, Suffolk.

(If you are interested in applying for available funding for training but are not covered in the aforementioned counties please call:

Client Care on 01279 756083
or email clientcare@quaysoftware.co.uk

What is it?
Beyond 2010 is a funded programme providing financial support for training. The project, managed by the Essex Development and Regeneration Agency, is aimed at Small and medium enterprises (SME’s) in a number of sectors across the East of England, The Financial Services Skills Council (FSSC) are delivery partners for the financial services sector.

How can SME’s benefit?
Small to medium sized businesses can apply for funding to help pay for training that will address the critical needs of the business.

So what training does the funding cover?
Training that meets the critical needs of the business and leads to business improvement. This can potentially include training on your back office systems and processes.

How much can a SME apply for?
The maximum that can be awarded as a grant is 50% of the cost of the training up to a maximum per business of £2,500. For example, if the cost of the training is £5,000 the maximum grant could be £2,500. The grant can cover several peoples training within each business up to the maximum figures stated above.

Are there any costs that cannot be covered?
Yes. Any element of VAT, subsistence costs and the cost of any examination fees cannot be applied for.

What do I need to do to apply?
FSSC Relationship Managers will help with the completion of a Training Needs Analysis, application form, and a business registration form. Participants will be required to complete additional forms to claim for the grant.

For more information, please contact:

Client Care on 01279 756083
or email: clientcare@quaysoftware.co.uk

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Don’t lose your clients to the insurer!

With the news that one of the biggest companies in the insurance market is including a clause into their agency contracts stating that they will directly market to clients who they feel have been “orphaned” by their IFA, now is the time to use CCD to target market your clients and make sure you keep your clientele. Their definition of ‘orphaned’ however seems to be rather wide, including clients who may have contacted the Insurer directly.

This and other incidents makes it seem likely that Providers will increasingly look on policyholders as their clients rather than yours and it is therefore more vital than ever that you maintain contact with your clients, to ensure that they appreciate and value your independence and knowledge.

However, it must be recognised that not all clients are equal and determining the appropriate level of service to a client and delivering that service in a cost-effective manner is vital in ensuring that you protect your client bank, without increasing your cost base.

CCD allows you to quickly segment your clients, based on a range of categories and communicate with them quickly and efficiently. An example of this would be creating a communication to all clients of the aforementioned Provider, to ensure they appreciate the true value of your services.

For further details please contact our Training Department on 01279 756086
or email: training@quaysoftware.co.uk

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Training Courses Commit to making Client Care Desktop really work for you!

If you are interested in training new staff, or further developing your firm’s skills with CCD, the following Public Courses will be taking place in June and July

June 2009

July 2009

The cost (per day) for standard classroom courses is £200 (plus VAT) per delegate, therefore the cost of the two-day Getting Started course is £400 (plus VAT) per delegate*.

All of our courses come with a comprehensive user guide and CPD certificates, upon completion.

Private Courses:

Many of our clients hire out our training facilities at our Bishop's Stortford and Coventry offices for private courses. The cost of this is £750 (plus VAT per day*) and includes a light lunch and refreshments during the day and, of course, the trainer to conduct the session!

We can accommodate up to 8 delegates on a private course and we are happy to work with you to create an agenda for the training to ensure that the content of the day(s) you book meets your business needs. We are also happy to conduct this private training at your site. The only additional costs being disbursements.

*Please note that all training days, whether classroom or private, are from 10.00–16.00.

Please contact our Training and Consultancy team to discuss your options on 01279 756086
or send an email to: training@quaysoftware.co.uk

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What would you like to see in your newsletter?

We always appreciate your feedback and would be very interested to hear what you would like to see in your Newsletter.

If there are items you would like to see included in your Newsletter, please feel free to let us know.

Please send your ideas and comments to clientcare@quaysoftware.co.uk

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