InsCipher Portal Demo Environment (9 hours)
Learn how to set up and configure a demo account in the InsCipher portal for training, testing, or presentations. This course covers setup steps, permissions, and key features in a safe demo environment.
Course curriculum
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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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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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Course Assessment
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About this course
- Free
- 14 lessons
- 1.5 hours of video content
Additional products
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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.
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Course 7: InsCipher Intermediate: Unlocking the Power of Portal Tools (1 hour)
CourseUnlock the full potential of the InsCipher portal with this intermediate course. Dive into critical features to optimize your workflow and enhance productivity.
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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.
Your Gateway to Smarter Surplus Lines Compliance
Explore a Demo of the InsCipher Portal