Implementation & Training [

Getting you started
Once you have made the decision to adopt Elevate you will be allocated a Platform Consultant. Their role is to work with you to ensure that Elevate is correctly configured to meet your needs. This includes ensuring all users are fully trained and able to use the platform effectively.

Initial steps
Your Platform Consultant will set up an introductory meeting with you to run through the on-boarding process and discuss any requirements you may have.

You’ll have a Configuration & Planning meeting to decide on a number of details, including:

  • the configuration of your platform;
  • your charging structure & commission terms; and,
  • access levels for your staff and customers.

Your training requirements will also be agreed, including the approach to be taken, timescales & locations. We believe training should be flexible to suit your business and as such we deliver training in three formats:

  • a ‘show & tell’ session, which takes a full day;
  • a two day fully interactive approach based on a number of scenarios; or,
  • remote WebEx training, which is modular and can be tailored to suit specific audiences.

Further support
We also appreciate that it may take time for some users to be familiar with using the platform and further training may be required. With the WebEx remote support tool we can deliver ongoing training to you, without you having to leave your business premises.

And thereafter...
Our service and support does not end with training. Our contact centre customer service representatives also have access to the WebEx facility to offer remote support, after your initial training, as and when required. 

Latest press coverage

22 October

Money Marketing

Article reports on comments about life companies’ motives for moving into platforms.

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