Vecas Griffiths Jr., Schwartz Reliance
This course teaches the basics of Policy Works and its functions. Upon successful completion of Level 1, the participant will be able to:
They’ll also cover the wonderful world of the policy lifecycle like issuing certificates of insurance, creating endorsements and processing a new policy or renewal.
If P&C Survey Level 1 sounds déjà vu, why not tackle Level 2? In this session, our training team turn up the heat and challenge you with more advanced topics like:
In addition, they’ll show you how introducing templates into your daily workflow reduces repetitive tasks and streamlines existing processes.
If you’re a broker in Alberta, Ontario or Quebec and have purchased the Commercial Auto/Garage Auto modules, this session is a must! Join our training team as they embark on the ultimate insurance road trip with pit stops that include:
But wait, there’s more! They’ll also demonstrate policy reporting staples like adding, deleting or substituting drivers and vehicles.
Are you a Site Administrator or a Policy Works “super user?” If you are, this session was created especially for you. Incorporating templates in your brokerage is critical because it:
The site administrator is the unsung hero of every success story. Their work behind the scenes is what keeps Policy Works running as smoothly and efficiently as possible.
Upon completion, the site administrator will be able to:
Office managers, commercial lines managers or “super users” are excellent candidates to become your next site administrator.
In this course, a user will learn how to:
In this course, a Policy Works Administrator will learn how to:
This course does not offer continuing education hours.
In this course, a user will learn how to:
This course does not offer continuing education hours.
In this course, a user will learn how to:
This course does not offer continuing education hours.