Training Demo – How to compare Protection products
Training Demo – How to compare Workplace Pension products
Training Demo – How to compare Relevant Life protection products
YouTube Training Videos:
To help advisers navigate Quality Analyser, F&TRC have built a number of training videos which can be accessed from our Quality Analyser YouTube channel.
We realise that advisers are busy people and therefore we have deliberately broken down the training videos into specific areas as well as providing an overall end to end training video.
Below is a list of the training videos we have provided. Please note that the videos specifically relate to the Auto Enrolment comparison service, however other products will follow a very similar process.
End-to-End Training Tutorials (running time approximately 12 minutes per video):
Training Tutorials (running time approximately 2 minutes per video):
Introduction to Quality Analyser
Tutorial 1 – Selecting initial high level priorities
Tutorial 2 – Applying Weightings to High Level priorities
Tutorial 3 – Selecting Providers to compare
Tutorial 4 – Playing back initial selections
Tutorial 5 – Recording Notes
Tutorial 6 – Understanding your Initial Report
Tutorial 7 – Choosing Client Organisation
Tutorial 8 – Selecting detailed Priorities & Weightings
Tutorial 9 – Playback of Detailed Priorities & Weightings
Tutorial 10 – Naming your Report & Creating a Template
Tutorial 11 – Printing your Final Comparison Report
Tutorial 12 – Downloading Templates
Tutorial 13 – Uploading Templates
Tutorial 14 – Training Modules
These initial videos are built around our auto enrolment comparison service however the process is essentially the same for Group Pension, Protection and Adviser Software products.
You can either watch the whole training video end to end (approximately 12 minutes) or select the subject you wish to review. These videos are designed so if you are using the service and just need to check on how to use one aspect of the system you can quickly access the relevant video via your smartphone or tablet device in moments