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10 Ridiculously Amazing Insurance Processes Pack Online
Course Introduction & Overview
Welcome/Overview (2:45)
A Few Notes from Our Attorney
About Your Instructors (7:27)
What You Will Learn in This Course (2:18)
Download Your Resources
Leadership Section
Leaders: How to Use this Course (7:11)
Right vs. Fast (1:48)
Agency Standards (1:41)
Leadership Questions (1:39)
Editing the Processes (2:16)
Rolling Out the Processes (3:07)
Tracking the Processes (2:00)
Holding the Team Accountable (2:34)
Training New People (2:05)
Updating & Editing the Processes (2:14)
Storing Processes (1:52)
Process 1: Phone Call Answering & Transferring
Downloadable Resources (4:43)
Process Overview (5:58)
Process Set Up Questions (4:23)
Process Document (For the Team) (4:09)
Role Playing Videos (16:17)
Process 2: Payments
Downloadable Resources
Process Overview (3:08)
Process Set Up Questions (5:05)
Process Document (9:20)
Role Playing Video (7:55)
Process 3: File Documentation
Downloadable Resources
Process Overview (1:41)
Process Set Up Questions (3:50)
Process Document (5:24)
Role Playing Video (2:19)
Process 4: Endorsements
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Process Overview (2:36)
Process Set Up Questions (2:17)
Process Document (3:59)
Supporting Documents (4:43)
Role Playing Videos (18:53)
Process 5: Proof of Insurance & Declaration Page Request
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Process Overview (2:07)
Process Set Up Questions (3:47)
Process Document (4:34)
Supporting Documents (1:50)
Role Playing Videos (4:39)
Process 6: Cancellations
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Process Overview (1:36)
Process Set Up Questions (2:57)
Process Document (5:34)
Role Playing Videos (21:11)
Process 7: New Business Process
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Process Overview (8:55)
Process Set Up Questions (9:20)
Process Document (9:54)
Supporting Documents (4:35)
Role Playing Video (16:14)
Process 8: Renewals
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Process Overview (1:39)
Process Set Up Questions (3:03)
Process Document (5:11)
Supporting Documents (9:01)
Role Playing Video (17:50)
Process 9: Remarketing & Rewriting
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Process Overview (4:39)
Process Set Up Questions (6:38)
Process Document (For the Team) (5:48)
Supporting Documents (3:13)
Role Playing Video (8:42)
Process 10: Claims
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Process Overview (5:39)
Process Set Up Questions (4:37)
Process Document (7:10)
Role Playing Videos (17:44)
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Leaders: How to Use this Course
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