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VIVA Journey || Welcome to VIVA || Basic Learning Path 2024/2025
Day 1 - Effectiveness and Efficiency
viva academy || Your Journey Starts here
You Are Important here at viva
Proactive vs Reactive
Personal Core Skills 101 (22:49)
How to be efficient with Google Drive/Sheets and Microsoft Excel
Day 2 - Insurance 101
Basic Insurance Associate Responsibilities
Basic Insurance Vocabulary (13:01)
Auto Insurance Vocabulary
Understanding Insurance Entities
Introduction To Personal Lines
Personal Lines Specifics (4:32)
Renters Insurance 101
Day 3 - AUTO/HOME || Policy Servicing Basics
Introduction to Homeowners/Personal Auto
Personal Lines: Personal Auto
Personal Lines: Homeowners
Policy Servicing || what is it Policy Servicing Process? (1:48)
Meaning of "Carrier" in the Insurance Business (1:57)
Differences between a regular Insurance Specialist vs Licensed Agents (2:35)
Day 4 - AUTO Policy Servicing || Different Carriers
Overview of Personal Lines Policy Servicing
Checking Discounts || Personal Lines Home&Auto Travelers / Progressive / Safeco
Lienholder Change || Safeco (7:13)
Adding a Vehicle || Travelers
Adding a Vehicle || Progressive
Getting ID Cards || Travelers
Getting ID Cards || Progressive
Getting ID Cards || Safeco
Processing Payments for Personal Auto
Removing a Vehicle || Travelers
Removing a Vehicle || Progressive (4:09)
Day 5 - HOME Policy Servicing || Different Carriers
INSURANCE VERTICAL || "Dec" Declaration Pages
Coverages Bacics 101
Adjusting Coverages || Homeowners
Adjusting Coverages || Progressive
Adjusting Coverages || Nationwide and Safeco
Generating COI/Dec Page || Safeco
Generating COI/Dec Page || Progressive
Generating COI/Dec Page || Travelers
Final Assessment || Week 1
Your Feedback is Important!!
Day 6 - HOME Policy Servicing || Different Carriers
Azure Induction || IT
Processing Payments || Travelers
Processing Payments || Progressive
Processing Payments || Safeco
Payment Verification
Processing Payments || Homeowners/Personal Auto (8:25)
Checking and adding Discounts
INSURANCE VERTICAL || Auto Policy Endorsements || Travelers C.R.M.
Day 7 - Mortgagee Changes || Personal Lines - Homeowners
Introduction to Mortgagee/Mortgagee Changes
Mortgagee changes || C.R.M. Systems
Home Mortgagee changes || Safeco (5:00)
Home Mortgagee changes || Progressive (6:37)
Home Mortgagee changes || Travelers
Endorsement & Cancellations
Day 8 - Personal Lines Quoting 101
Insurance 101 || Quoting Process (0:32)
EZLynx Generalities (40:18)
Roof Material / Types
Quoting for Carriers (41:43)
EZLynx Auto Quotes
Day 9 - Commercial Lies 101
Commercial Lines General Information (4:06)
Commercial Lines Claims (305:28)
Commercial quoting process || Travelers - Progressive
Day 10 - Shadowing Session
Final Assessment || Week 2
Check Point || Shadowing Sessions
FINAL ASSESSMENT LEVEL 1
Final Assessment || Putting Everything Together
Feedback is Important!!
Teach online with
Checking and adding Discounts
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