30/60/90 Day Key Milestones | Checklist (5 minutes)
Customer Success & Account Management (1 hour, 2 minutes)
Intercom in your Daily Routine (5 minutes)
Monthly Reports | Flagged Filings (4 minutes)
Quarterly Tag Review | State-specific (All states but NY & CA) (4 minutes)
Customer Segmentation (6 minutes)
Customer Segmentation | Assignment (20 minutes)
Conflict Resolution (5 minutes)
De-escalation Techniques (42 minutes)
Transparency and Honesty, Consistency (4 minutes)
Introduction to Project Management (2 minutes)
Project Management 101 (1 hour)
Project Charter (3 minutes)
Project Charter | Example (5 minutes)
Project Plan (5 minutes)
Project Plan | Example (5 minutes)
Statement of Work (SOW) (3 minutes)
Statement of Work (SOW) | Example (5 minutes)
Work Breakdown Structure (WBS) (6 minutes)
Work Breakdown Structure (WBS) | Example (5 minutes)
RACI Matrix (3 minutes)
RACI Matrix Template | Example (5 minutes)
Gantt Chart (3 minutes)
Gantt Chart Template | Example (5 minutes)
Introduction to Jira (If not already completed) (3 hours)
Building Presentation Skills (5 minutes)
Creating Engaging Presentations (55 minutes)
Compliance Resources (5 minutes)
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All Courses
Prepare for success at InsCipher! Understand our mission, navigate the basics, meet your team and learn how your role fits our vision. Get ready to contribute and thrive!
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All Courses
Equip yourself with essential skills to navigate productivity, collaboration, project management, and security tools for workplace success.
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All Courses, Surplus Lines Industry
This course introduces the basics of insurance and surplus lines. You'll learn key concepts, the role of surplus lines brokers, and how InsCipher fits in this industry. Ideal for newcomers to the insurance industry or those refreshing their skills.
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All Courses
Gain a clear understanding of insurance fundamentals, including policy types, endorsements, cancellations, and Risk Purchasing Groups (RPGs).
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All Courses, Connect Portal Training, Surplus Lines Industry
Navigate the InsCipher Connect Portal with confidence. Master user roles, e-filing, invoicing, and analytics for enhanced productivity and decision-making.
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All Courses, Department-Specific
Get ready to excel in providing exceptional customer support with essential skills, techniques, and confidence to handle any situation effectively.
