Course curriculum
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Overview of Customer Success Department
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Veracity Insurance Video: Insurance 101
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Lesson 1: Create a demo Connect account for testing
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Lesson 2: Create users, set up filing and task assignments, add declining carriers for a demo account
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Lesson 2: Quiz
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Lesson 3: Adding licenses to your demo account.
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Lesson 3 Quiz
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Lesson 4: Setting up Password Manager and E-Filing setup in your demo account
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Lesson 5: Data Import and how State Reporting Tasks are generated
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Lesson 6: Filing Process Part 1
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Lesson 7: Filing Process Part 2
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Lesson 8: Filing workflow and go live
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Assignment 1: Adding transactions to your InsCipher Demo Account
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Assignment 2: Changing Transaction Status
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Assignment 3: Review and Complete State Reporting Task
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Chapter 2 Quiz
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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
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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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Lesson 2: 30/60/90 days Milestones
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Lesson 3: How State Reports (SRT's) work
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Lesson 4: How Licenses Drive SRT's
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Lesson 6: E-filing settings training and E-file Que information
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Lesson 7: License Onboarding post Implementation
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Lesson 8: License Offboarding post Implementation
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Lesson 9: Filing Services Go Live call
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Lesson 13: De-Escalations
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Lesson 15: Chapter 7 Surplus Lines Coordinator Course Completion
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Lesson 1: Learning and Development Manager
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Lesson 2: Technical Trainer Job Description
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Lesson 2.1: Trainer Responsibilities
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Lesson 2.3: Challenges and Tips for Success
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Lesson 2.4: 30/60/90 Milestones
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Assignment 4: Industry Players
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Assignment 5: Video Presentation
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About this course
- Free
- 42 lessons
- 0 hours of video content