Course curriculum

    1. Overview of Customer Success Department

    2. Veracity Insurance Video: Insurance 101

    3. Schedule a 1 hour meeting with Learning and Development to setup your demo account

    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

    15. Assignment 4: Industry Players

    16. Assignment 5: Video Presentation

    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 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

About this course

  • Free
  • 33 lessons
  • 0 hours of video content

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