Subject: [Training Update] - CSL and Policy Knowledge
From: Jana Garbe <[email-masked]>
To: Kritika Mirchandani <[email-masked]>, Urvika Chaudhary <[email-masked]>
Cc: David Lee <[email-masked]>
Date: Fri, 12 Apr 2019 12:54:59 +0000

Hi all,

Please find attached reviewed presentations for the modules CSL and Policy Knowledge:

CSL:

  *   Slide 10: New screenshot of transaction box which includes relist info
  *   Slide 44: Follow up will be extended to 5 days again, this has been updated in the training - please note, this is currently in testing but will go live at the start of the week

Policy Knowledge

  *   Slide 9: Provide agents with advise of which blurb to use as part of cancellation questions - the blurb to use depends on what is mentioned in the transaction box under "Relist"

The OLS has been updated on both slides.

Kind regards,

Jana Garbe
Training & Quality
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