Course curriculum

    1. Overview of Customer Success Department

    2. Veracity Insurance Video: Insurance 101

    3. Customer Success & Account Management

    1. Lesson 1: Create a demo Connect account for testing

    2. Lesson 2: Create users, set up filing and task assignments, add declining carriers for a demo account

    3. Lesson 2: Quiz

    4. Lesson 3: Adding licenses to your demo account.

    5. Lesson 3 Quiz

    6. Lesson 4: Setting up Password Manager and E-Filing setup in your demo account

    7. Lesson 5: Data Import and how State Reporting Tasks are generated

    8. Lesson 6: Filing Process Part 1

    9. Lesson 7: Filing Process Part 2

    10. Lesson 8: Filing workflow and go live

    11. Assignment 1: Adding transactions to your InsCipher Demo Account

    12. Assignment 2: Changing Transaction Status

    13. Assignment 3: Review and Complete State Reporting Task

    14. Chapter 2 Quiz

    1. Lesson 1: Welcome!

    2. Lesson 2: 30/60/90 days Milestones

    3. Lesson 3: Partner Tiers & CSM Outreach Process

    4. Lesson 4: De-Escalations

    5. Lesson 5: Staying Organized

    6. Lesson 6: Partner Reports

    7. Lesson 7: Links & FAQs

    8. Lesson 8: Integrations Overview

    9. Lesson 9: Chapter 3 Customer Success Manager Course Completion

    1. Lesson 2: 30/60/90 days Milestones

    2. Lesson 3: How State Reports (SRT's) work

    3. Lesson 4: How Licenses Drive SRT's

    4. Lesson 6: E-filing settings training and E-file Que information

    5. Lesson 7: License Onboarding post Implementation

    6. Lesson 8: License Offboarding post Implementation

    7. Lesson 9: Filing Services Go Live call

    8. Lesson 13: De-Escalations

    9. Lesson 15: Chapter 7 Surplus Lines Coordinator Course Completion

    1. Lesson 1: Learning and Development Manager

    2. Lesson 2: Technical Trainer Job Description

    3. Lesson 2.1: Trainer Responsibilities

    4. Lesson 2.3: Challenges and Tips for Success

    5. Lesson 2.4: 30/60/90 Milestones

    1. Assignment 4: Industry Players

    2. Assignment 5: Video Presentation

About this course

  • Free
  • 43 lessons
  • 1 hour of video content

Additional products

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Instructor(s)

Meet your L&D team!

Wendi Lee

Learning and Development Manager

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

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

Trifon is a seasoned project manager with a 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.

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