Example Curriculum
Day 1 - Effectiveness and Efficiency
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Day 2 - Insurance 101
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Day 3 - AUTO/HOME || Policy Servicing Basics
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Day 4 - AUTO Policy Servicing || Different Carriers
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- How to create an efficient viva Paybook
- 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
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days
days
after you enroll
- INSURANCE VERTICAL || "Dec" Declaration Pages
- Coverages Bacics 101
- 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
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days
days
after you enroll
- Azure Induction || IT
- Processing Payments || Travelers
- Processing Payments || Progressive
- Processing Payments || Safeco
- Payment Verification | NatGen
- 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
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days
days
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Day 8 - Personal Lines Quoting 101
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days
days
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Day 9 - Commercial Lines 101 | Shadowing Session
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Day 10 - Shadowing Session
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FINAL ASSESSMENT LEVEL 1
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days
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Example Featured Products
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