Ultimate Guide to Service Benchmarks

Ultimate Guide to Service Benchmarks

Service Benchmark Course Overview 

What is this about?

This course aims to provide you with the necessary skills on managing and setting your client's Service Benchmarks through your XPLAN site.

The Service Benchmarks tool will be covered in more detail in the XPLAN classroom training. Users are encouraged to view these short webinars prior to attending classroom training.

To access the eLearning modules for this course please click on the following link here.

 

Fundamentals of Service Benchmark

  • There is no content at the Fundamentals level for Service Benchmarks

 

Fundamentals Service Benchmarks Test

To access the training assessment click on the following link here

 

Master Service Benchmarks

 

 

Master Service Benchmarks Test

To access the training assessment click on the following link here

    • Related Articles

    • Ongoing Reviews - Service Benchmarks

      Service Benchmarks Overview The purpose of this guide is to provide you with the instructions necessary to create and use Service Benchmarks. XPLAN offers client Service Benchmark functionality to measure the levels of service activity against a ...

    • Ultimate Guide to Cases Benchmarks

      Cases Benchmark Course Overview  What is this about? This course aims to provide you with the necessary skills on managing your client's Cases from creating a case to completing a case and tracking its progress in your XPLAN site.     Fundamentals of ...

    • XPLAN Workshop - Service Benchmarks

      Service Benchmarks XPLAN offers client Service Benchmark functionality to measure the levels of service activity against a client. A Service Benchmark is used to check if a certain item (such as a Document Note) has been completed a set number of ...

    • Ongoing Reviews - Service Benchmark: Creating a Service Benchmark Set

      Creating a Service Benchmark Set Overview The purpose of this guide is to provide you with the instructions necessary to create a Service Benchmark Set. To view the IRESS Insights Video, please view the following link here. (Created by Anthony ...

    • Ultimate Guide to Risk Researcher

      Risk Researcher Course Overview What is this about? Risk Researcher is an XPLAN comparison and quoting tool that allows users to compare, quote and research insurance plans. This lesson provides you a step by step guide on how to complete a Risk ...

    • Popular Articles

    • Wealth Axis Files - Naming Convention

      File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...

    • Wealth Axis Wizards - Overview

      Overview  This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...

    • New User Manual - Admin

      XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...

    • Administration - Email: Setting up the Outlook Plugin

      Outlook Plugin - Overview  Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...

    • XPLAN Workshop - XPLAN Client Setup

      Introduction Overview     Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...

    • Recent Articles

    • XPLAN Legislative Rates June 2022

      XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022.  Social Security Rate Changes - July 2022 The rate ...

    • XPLAN: Task Notifications - Redirecting

      XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...

    • XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)

      XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...

    • XPLAN Version Enhancements - November 2021 (Version 21.11.194)

      XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...

    • XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021

      HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their  XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...