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IPES LEVEL 02 - Insurance Specialization || Retention Specialist Training
Retention Basics
Understanding Retention in Homeowners Insurance
Engaging with Customers
Introduction and Generalities
Cancellations and Non Renewals
Renew, Reinstate and Requote Home Insurance Policies
AMS
Create suspense and tasks in the AMS
Creating retention reports in the AMS
AMS Navigation
Downloading/checking renewal documents & invoices
Processing mortgagee Changes
Mortgagee Change || Video Tutorial
Mortgagee Change || Exercises
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Create suspense and tasks in the AMS
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