Day 1 - Effectiveness and Efficiency
Day 2 - Insurance 101
Day 3 - AUTO/HOME || Policy Servicing Basics
Day 4 - AUTO Policy Servicing || Different Carriers
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Overview of Personal Lines Policy Servicing
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Checking Discounts || Personal Lines Home&Auto Travelers / Progressive / Safeco
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Lienholder Change || Safeco (7:13)
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Adding a Vehicle || Travelers
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Adding a Vehicle || Progressive
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Getting ID Cards || Travelers
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Getting ID Cards || Progressive
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Getting ID Cards || Safeco
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Processing Payments for Personal Auto
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Removing a Vehicle || Travelers
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Removing a Vehicle || Progressive (4:09)
Day 5 - HOME Policy Servicing || Different Carriers
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INSURANCE VERTICAL || "Dec" Declaration Pages
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Coverages Bacics 101
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Adjusting Coverages || Homeowners
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Adjusting Coverages || Progressive
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Adjusting Coverages || Nationwide and Safeco
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Generating COI/Dec Page || Safeco
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Generating COI/Dec Page || Progressive
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Generating COI/Dec Page || Travelers
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Final Assessment || Week 1
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Your Feedback is Important!!
Day 6 - HOME Policy Servicing || Different Carriers
Day 7 - Mortgagee Changes || Personal Lines - Homeowners
Day 8 - Personal Lines Quoting 101
Day 9 - Commercial Lies 101
Day 10 - Shadowing Session
FINAL ASSESSMENT LEVEL 1
