Basic Training - Commercial Lines 101 || Commercial BOP/BPP/Commercial Auto

Course•By David Rivera

Basic Training - Personal Lines || Homeowners Quoting Process

Course•By David Rivera

Basic Training - Personal Lines || Personal Auto Quoting Process

Course•By David Rivera

Certificate of Insurance (COI) Issuance || Payment Process/Checks

Enable Trainees to confidently issue accurate COIs, including scenarios that require Additional Insured endorsements, with full understanding of form details, risk implications, and best practices. Training Audience: Virtual Assistants or Admins in insurance support roles Duration: 4.5 hours Modules: 4 modules + 1 assessment.

Course•By David Rivera

Commercial Learning Path 101

Course•By David Rivera

My Downloadable

Digital file•0 files•By Mark Sagun

Playbook 101 || How to effectively create my Playbook

Course•By David Rivera

Quick-Course || Agency Zoom 101 || Tasks and Tips

Course•By David Rivera

Quick-Course || Applied Epic 101 || Policy Servicing

Course•By David Rivera

Quick-Course || Back Office Tasks || How to become an effective tools & tasks manager

This course will help you to effectively manage main tasks and some of the most important tools you will use on your daily basis as a back office assistant.

Course•By David Rivera

Quick-Course || Customer Support 101 || Phone/Emails/Chats

Course•By David Rivera

Quick-Course || EZLynx Course

Course•By David Rivera

Quick Course || Insurance Admin Flow Tasks

A professional name that clearly states the two most critical outcomes of the tasks (getting things right and following the rules). "Admin Flow" emphasizes the system and process-oriented nature of the work.

Course•By David Rivera

Quick-Course || Mortgagee Changes 101 Various Carriers

Mortgagee Changes how to videos

Course•By David Rivera

Quick-Course || PL Rating 101

Video Training

Course•By David Rivera

Quick-Course || QQ Catalyst 101

Course•By David Rivera

Quick-Course || RingCentral | Features and Usage

Course•By David Rivera

Quick-Course || Sales 101 Training || Cold Calling Lead Generator

Please create a 5-day sales 101 cold calling training to generate leads. it is divided into 5 lectures for experienced students.

Course•By David Rivera

Shelton Basics

This learning path has been customized for a Shelton Insurance Licensed Agent, incorporating the specific "Quoting Agency" workflow, the EZLynx rating suite, and the high-standard home/umbrella coverage details required for their clients.

Course•By L&D Team

VIVA Journey || Welcome to VIVA || Basic Learning Path 25/26

This NEW course is a Basic path "Walkthrough" about VIVA General information// Can be use as a Refresher For active VAs too when requested.

Course•By David Rivera

VIVA Leadership Courses || Professional Growth

Complementary Courses - Leadership, Professional Growth & More

Course•By David Rivera

Workshop || Boosting Productivity

To enhance productivity, it's important to prioritize rest and sustainable healthy habits to achieve a balanced and fulfilling life. By incorporating regular breaks, maintaining a consistent sleep schedule, engaging in physical activity, consuming a nutritious diet, and practicing mindfulness, we can optimize our well-being and overall productivity.

Course•By David Rivera

Workshop || Professional Path, Ethical Behavior, and Customer Service

The objective of this Workshop by Andrea Bazant Sol is to inspire team members to pursue a professional path founded on ethical integrity and respect for others, to comprehend the principles of ethical behavior, and to offer outstanding customer service through empathy, active listening, and effective problem-solving.

Course•By David Rivera