Our Training Services Helps You save Time, Money & Increase Productivity
We can assist you in saving time, money, and enhancing productivity by providing tailored training to optimise your staff's use of Microsoft Office.
Efficiently manage your OpenGI and Applied Relay document templates to create a single document for your new business pack or renewal documents. Add a personalized digital signature and your company letterhead before easily emailing the generated documents to your customers.
If your customers prefer to receive physical copies, no worries! You can effortlessly send your electronic documents to your outsourced post room, where they will be printed and sent on your behalf, resulting in significant time and cost savings.
Collect customer information and inquiry forms through your website, which can be easily updated by you.
Maximize productivity by switching from Outlook to Microsoft Teams for customer and insurer communications while replacing internal communication with Teams.
Manage your emails and time efficiently using our Email Management System. The best part is that there are no additional software costs if you are already using Microsoft Office.
Email Management System
- Take control of your emails & time.
- Learn how to have a clear inbox and sent folder
- Your daily & weekly work at a glance
- Centralised To-do list
- No more emails not actioned
- Saving you up to an hour a day
Simple Electronic Filing System
- No additional cost if you use Outlook
- Complete electronic files in one place
- Record all emails, phone calls, docs in one place
- Link to your client files & CRM
- Reduce your postage and paper costs
SMARTDOCS OUTSOURCED POST
- Email your post
- Outsourced Post Room
- Substantial Costs Savings
- Time & Productivity Savings
- Increased Efficiencies
- Fully GDPR Compliant
