Course curriculum
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Overview of Customer Success Department
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Veracity Insurance Video: Insurance 101
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Customer Success & Account Management
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Lesson 1: Welcome!
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Lesson 2: 30/60/90 days Milestones
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Lesson 3: Partner Tiers & CSM Outreach Process
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Lesson 4: De-Escalations
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Lesson 5: Staying Organized; CSM using Hubspot for CRM
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Lesson 6: Partner Reports
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Lesson 7: Links & FAQs
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Lesson 8: Integrations Overview
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Lesson 9: Chapter 3 Customer Success Manager Course Completion
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Assignment 4: Industry Players
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Assignment 5: Video Presentation
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Course Survey Form
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About this course
- Free
- 15 lessons
- 1.5 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 4a: Policy Types and Transaction Details
CourseMaster the essentials of insurance policies, including types and details, to make informed decisions for yourself or your business.
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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)
Meet your L&D team!
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.
Master Customer Success Strategies
Start Your Journey Today!