Course 7: InsCipher Intermediate: Unlocking the Power of Portal Tools (10 hours)
Unlock the full potential of the InsCipher portal with this intermediate course. Dive into critical features to optimize your workflow and enhance productivity.
Course curriculum
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Getting Started: What to Expect in This Intermediate Journey (1 min)
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Lesson 1: Simplifying Quotes with the Portal Tax Calculator (10 min)
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Lesson 2: Exploring Different Policy Types: (4 min)
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Lesson 3: Navigating the World of Carriers, Insurers, and Syndicates (3 min)
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Lesson 3a: Mastering Portal Entries: Carriers and Layered Policies (6 min)
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Lesson 4: Beyond the Basics: Capturing additional policy details in the portal (3 min)
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Lesson 5: The Role of the Retail Agent and Direct to Client (10 min)
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Lesson 1: Efficient Data Entry: Importing Transactions into InsCipher Using CSV Files (12 min)
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Lesson 2: Introduction to APIs at InsCipher: How We Collect Partner Data (10 min)
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Lesson 1: Launching a Demo Account in Connect for Hands-On Practice (1 min)
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Lesson 2: Building Your Demo Environment – Users (5 min)
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Assignment 1: Demo Account User Setup and Configuration
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Assignment 2: Configuring your Filing and Task Assignments (3 min)
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Lesson 2 Quiz: Connect Configuration Knowledge Check
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Lesson 3: Configuring Licenses for Testing in Connect (4 min)
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Assignment 3: Add Licenses to Your Demo Account
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Lesson 3 Quiz: Test Your Licensing Know-How
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Lesson 4: Getting Started with Password Manager
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Lesson 5: Data Import and how State Reporting Tasks are generated
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Lesson 6: eFile Settings & State Export – Enhancing Filing Accuracy and Analytics
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Assignment 4: Foundations of Filing: Creating Transactions in Connect
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Assignment 5: Tracking the Lifecycle: Managing Transaction Statuses
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Assignment 6: Review and Complete State Reporting Task
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Chapter 7 Assessment
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Course Survey
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About this course
- Free
- 25 lessons
- 2.5 hours of video content
Additional products
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Course 1: Welcome to InsCipher: Your Onboarding Journey Begins Here (3 hours)
CoursePrepare 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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Course 2: Digital Workspace Essentials (18 hours)
CourseEquip yourself with essential skills to navigate productivity, collaboration, project management, and security tools for workplace success.
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Course 3: Basics of Insurance & Surplus Lines (4 hours)
CourseThis 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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Course 4: The Anatomy of Insurance: Policies, Endorsements, and Risk Structures
CourseGain a clear understanding of insurance fundamentals, including policy types, endorsements, cancellations, and Risk Purchasing Groups (RPGs).
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Course 5: InsCipher Connect Portal Introduction (1 hour)
CourseNavigate the InsCipher Connect Portal with confidence. Master user roles, e-filing, invoicing, and analytics for enhanced productivity and decision-making.
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Course 6: Exceptional Customer Support (18 hours)
CourseGet ready to excel in providing exceptional customer support with essential skills, techniques, and confidence to handle any situation effectively.
Instructor(s)
Wendi Lee
Learning and Development Manager
[email protected]
Wendi Lee is the Learning & Development Manager at InsCipher, where she strategically plans and leads innovative training programs for both internal and external participants. Wendi is dedicated to fostering a culture of continuous learning and empowering individuals to reach their full potential.
Chris Brown
Technical Trainer
[email protected]
Chris Brown is the Technical Trainer at InsCipher, with over a decade of experience in learning design and development and over three decades in the insurance industry. She excels at simplifying complex technical concepts and creating engaging training programs. Known for her compelling presentation skills and dedication to continuous improvement, Chris consistently enhances the learning experience for her students.
Trifon Tsvetkov
Contractor
[email protected]
Trifon is a seasoned project manager with expertise in InsCipher's platform and tools. He adeptly balances his responsibilities between the Learning & Development (L&D) team and Marketing, where he excels in creating comprehensive internal training content and managing our Intercom help articles.
Level Up Your Connect Portal Skills
Elevate from the Familiar to the Fluent