SUPPORT

Spotlight Workshops

Free product specific workshops focused on small areas of the software are delivered in short 2 hour sessions. Version release workshops assist you in implementing our systems into your business. While remedial workshops provide opportunity for existing users to update their skills.


These workshops also assist the IFA in automating a business process that ensures efficiencies and effective execution of standard operating procedures that support business goals.

Workshop Schedule

 

FPI MEMBERS NOW CAN CLAIM CPD POINTS FOR SPOTLIGHT WORKSHOPS

September
Gauteng 2010/09/16 Thrs 9am - 11am Communications
Natal 2010/09/16 Thrs 9am - 11am Death Planning
Cape T. 2010/09/23 Thrs 9.30am - 11.30am Death Planning
October
Gauteng 2010/10/21 Thrs 9am - 11am Retirement Planning
Natal 2010/10/21 Thrs 9am - 11am Retirement Planning
Cape T. 2010/10/21 Thrs 9.30am - 11.30am CRM Refresher
November
Gauteng 2010/11/18 Thrs 9am - 11am Death Planning
Natal 2010/11/18 Thrs 9am - 11am Communications
Cape T. 2010/11/18 Thrs 9.30am - 11.30am Advanced Communications Mail Merge

 

 Workshop sessions are free to Spotlight users. Training sessions are restricted to a maximum of 10 delegates. Book soon to avoid disappointment. Please ensure that you are able to commit to attending prior to making a booking.

Xplan workshops on request. Please contact us on training@spotlight.co.za

 

Workshop Descriptions

 


Version 5.12 Release Workshop
Outcomes The objective of this 1 1/2 hour free "What's New" workshop is to facilitate a friendly environment where users are taken through the many new enhancements and resultant benefits to your business.

This workshop is a 'show and tell' session and computers will not be used during the presentation. You are more than welcome to stay after the session if you would like to use a p.c. and go over the changes or tools that have been demonstrated to you.
Outcomes 3 Sections are covered:
  • Exciting new enhancements / developments within many areas of the Spotlight system
  • Data maintenance - legislative changes
  • Resolved issues / fixes

Better understanding of changes within the new system

Greater opportunity to maximise usage of new changes / developments
Who Should Attend All Spotlight users.
Requirements Present user of Spotlight

 

Communications Workshop  – 1 CPD Point
Overview The objective of this 1 1/2 hour workshop is to facilitate a friendly environment where users are taken through the basics of setting up and implementing a communication strategy within the Spotlight CRM.

The workshop will explore in more detail all the communication tools within the CRM with a strong focus on the Activity component. This workshop will also focus on helping you to define and document your standard operating procedures with regard to communications.

This workshop is a 'show and tell' session and computers will not be used during the presentation. You are more than welcome to stay after the session if you would like to use a p.c. and go over the changes or tools that have been demonstrated to you.
Outcomes
  • Personalised and documented communication strategy and operational plan for the practice
  • Building the users confidence within the CRM
  • Maximising use of Spotlight within the admin process
  • Building efficiencies within the practice
In Class Assessment Interactive workshop with break away activities– assessing the above outcomes This course will cover the following modules within Spotlight:
  • Activities
  • SMS
  • Email
  • Telephone
  • Letter
  • Mail merge
  • Reporting
Who Should Attend
  • Key Individuals tasked with this General Management function
  • Office Manager or Admin assistants who fulfil the role within the practice
Requirements
  • Completed Basic Spotlight modules 1-2
  • Proficient in data capture in Spotlight
  • Good understanding of the practice overall business strategy

 

Disaster Recovery Workshop – 1 CPD Point
Overview The objective of this 1hour workshop is to facilitate a friendly environment where users are taken through the basics of setting up and implementing an effective and compliant disaster recovery strategy in their business or organization.

The workshop will not just focus on Spotlight disaster recovery but take a holistic view of all the critical data which needs to be safeguarded.

This workshop is a 'show and tell' session and computers will not be used during the presentation. You are more than welcome to stay after the session if you would like to use a p.c. and go over the tools and processes that have been demonstrated to you.
Outcomes
  • Building and implementation of effective disaster recovery strategy.
  • Choosing a solution which best suites your organization.
Who Should Attend
  • Key Individuals or persons tasked with data Management function.
  • Office Manager or Admin assistants who fulfil the role within the practice.
Requirements
  • Basic understanding of Windows environment
  • Basic understanding of hardware components

 

Tracing the Numbers – Death Planning – 1.5 CPD Points
Overview The objective of this 2 1/2 hour workshop is to facilitate a friendly environment where users are taken through the basics of a Financial Needs Analysis in the event of a clients death.

This is an interactive session where we guide you through loading the FNA onto your laptop so you have an example and point of reference.
Outcomes
  • Understanding of how Spotlight arrives at the figures it does
  • Building the users confidence in the FNA
  • Quicker navigation in the loading and usage of an FNA
In Class Assessment Interactive workshop with break away activities, assessing the above outcomes
Who Should Attend Financial Planners with a very basic knowledge of the Spotlight FNA.
Requirements
  • Completed formal Spotlight training modules 3-4
  • Proficient in data capture in Spotlight
  • Please bring your laptop to this training session
Advanced Data Management – 1 CPD Point
Overview The objective of this workshop is to facilitate a friendly environment where the effective management of the Spotlight database will be explored with a view to producing improved administrative functions and efficient practice management.
This workshop is an interactive session where you will be guided through the functions explored within the software.
Outcomes The workshop will focus on the following areas:

  • Segmentation & Categorisation
  • Data Mining
  • Marketing Identifying & Cross Selling Opportunities
  • Communication Strategies
  • Contact Client & Review Process
  • Notifier
  • Activities & Minutes of Meetings
  • Mail Merge
  • Using Spotlight as a practice management tool
In Class Assessment Interactive workshop with break away activities, assessing the above outcomes
Who Should Attend Financial Planners as well as Administrators.
Requirements
  • Completed formal Spotlight training modules 1-2
  • Proficient in data capture in Spotlight
Proplanner
Overview The objective of this workshop is to encourage users to utilize the software to it’s fullest potential, by demonstrating the capabilities of the software thereby enhancing the management of their business.

These workshops will explore the very basics of Customer Relationship Management. This will assist you in using the software so that you are more proficient in your day-to-day office tasks, interaction and communication with your clients.

This is an interactive session where we will guide and assist you through the software on how to create templates and do searches on your database.
Outcomes
  • Proplanner Refresher: Overall refresher including how to capture a client’s detail.
  • Workflow manager: Manage and track workflow within the office including per client / user
  • Correspondence manager: How to create your own letter templates for correspondence to clients
  • Report manager: Data mining, campaigns against your client base, who is due for their annual visit etc
  • Mail merge: Bulk emails and letters to clients
Who Should Attend All users of Plantech
Requirements Present user of Plantech
Astute
Overview The objective of this workshop is to facilitate a friendly environment where users are taken through the service that Astute offers.
Outcomes You will learn how to:

  • Register with Astute
  • Perform an Astute download / request.
  • The features and benefits of accessing Astute from within Spotlight
  • The basics of the different products in the Life Insurance Industry
  • How to log any errors
  • Open discussion for the workshop attendees.
Who Should Attend Key Individuals tasked with this General Administrative function (Office Manager or Admin Assistants)
Requirements
  • Completed Basic Spotlight modules 1-2
  • Proficient in data capture in Spotlight
  • Good understanding of the practice overall business strategy
Tracing the Numbers – Retirement Planning – 1.5 CPD Point
Overview The objective of this 1 1/2 hour workshop is to facilitate a friendly environment where users are taken through the basics of a Financial Needs Analysis in the event of a clients retirement.

The workshop will explore the very basics of a Financial Needs Analysis. This workshop will help you learn to navigate around the planning screens in Spotlight and make you more proficient in your FNA usage.

This workshop is an interactive session where we guide you through loading the FNA on your laptop to have an example and point of reference.
Outcomes
  • Better understanding of how Spotlight arrives at the figures it does
  • Building the users confidence in the FNA
  • Quicker navigation in the loading and usage of an FNA
In Class Assessment Interactive workshop with break-away activities, assessing the above outcomes
Who Should Attend Financial Planners with a very basic knowledge of the Spotlight FNA.
Requirements
  • Completed formal Spotlight training modules 3-4
  • Proficient in data capture in Spotlight
CRM Refresher – 1 CPD Point
Overview The objective of this workshop is to facilitate a friendly environment where users are taken through Spotlight database management.
The workshop will explore the Admin functions available in Spotlight.
This workshop is an interactive session, please feel free to bring a list of questions or data capture issues you may have.
Outcomes
  • Better understanding features available in Spotlight
  • Building the users confidence in the CRM
  • Increase productivity and record keeping
Who Should Attend All Admin staff and financial planners who feel they could benefit from a refresher.
Requirements
  • Basic understanding of Spotlight and data capture.
“Managing & Maintaining your Database and Disaster Recovery” – 1 CPD Point
Overview The objective of this workshop is to facilitate a friendly environment where users are taken through the basics of how to maintain & manage their database effectively and how to set up & implement an effective and compliant disaster recovery strategy in their business or organization.
The workshop will not focus on the Spotlight disaster recovery & database management but rather take a holistic view of all the critical data which needs to be maintained and safeguarded.
This workshop is a 'show and tell' session and computers will not be used during the presentation. You are more than welcome to stay after the session to utilise a computer and familirise yourself with the tools and processes that have been demonstrated to you.
Outcomes
  • Building and implementation of effective disaster recovery strategy & guidance on how to manage & maintain your database.
  • Choosing a solution which best suites your organization.
Who Should Attend
  • Key Individuals or persons tasked with data Management function
  • Office Manager or Admin assistants who fulfil the role within the practice
Requirements
  • Basic understanding of Windows environment
  • Basic understanding of hardware components
Client Loyalty - Profiling your Client Base – 1 CPD Point
Overview The objective of this 2 hour workshop is to facilitate a friendly environment where users are taken through the basics of setting up and implementing a client profiling strategy within the Spotlight CRM.

The workshop will explore in more detail all the profiling fields within the CRM, with a strong focus on categorisation and the User Defined Field components, thus enabling you to identify ‘who is who in your zoo’.

This workshop is a 'show and tell' session and computers will not be used during the presentation. You are more than welcome to stay after the session if you would like to use a p.c. and go over the changes or tools that have been demonstrated to you.
Outcomes
  • Building the users confidence within the CRM, focussing on client profiling and client loyalty
  • Having a database which provides you with critical client information that can grow your business,
    according to your business strategy/plan
In Class Assessment Interactive workshop assessing the above outcomes
Who Should Attend Financial Planners and Assistants
Requirements
  • Completed formal Spotlight training modules 1 – 2
  • Good understanding of the practice overall business strategy/plan

 

Need more information?

To find our more about our workshops and training courses, please contact:

Dale Bosiger
Phone:031-2037517
Email: training@spotlight.co.za