Account Management and Servicing
Use this section for comments, notes, to-do lists, creating and managing policies, policy updates, endorsements, policy cancellations, policy history, documents management, proposal creator, text messaging, creating a statement of value and summary of insurance, and sending mass emails to your clients.
About this course
Use this on-demand training guide to understand:
- Comments, Activities and To Do Lists
- Understand the difference between General Activities and To-do lists. Learn about adding comments and the ability to Auto Open them with the Client Summary Screen.
- Learn to clear reminders assigned to you, someone else, a group or multiple reminders.
- Creating and Managing Policies
- Learn to create a new policy from the Client QuickMenu or Quick Create
- Learn how to add existing policies to a commercial package
- Understand manual entry of policy cover information as well as adding or updating coverage details.
- Learn to create, open and edit, copy coverage templates. Additionally, learn to access the Template Editor from Policy Details.
- Learn how to create a Statement of Values and a Summary of Insurance.
- Learn why running Exit steps helps stay on top of your tasks.
- Policy Updates, Endorsements, Cancellations
- Understand the difference between Policy Updates and Policy Endorsements and how to create them.
- Learn to manually cancel a policy when it cannot be downloaded from the carrier.
- Learn to change the line of business (LOB) on a policy.
- Policy Renewals
- Learn to manually renew a policy when a carrier does not download a policy to your agency.
- Policy History
- Learn more about the policy history tab including what is displayed and common actions you can take.
- Adding, Searching and Maintaining Documents
- Learn the importance of organizing your Documents section by categories, folders, and sub-folders.
- Add, view, edit and delete documents.
- Find specific documents using Search, Linked To, or View within the Documents section.
- Learn attaching capabilities within Partner including from Outlook, your PC, to an Activity, to the Quick Summary and more!
- Using the Proposal Creator
- Learn the importance of Proposal Creation to manage partnerships and business collaborations.
- Generate proposal documents and choose from customized options including template pages, disclaimers, and agency messages.
- Text Messaging
- Learn to send text messages from multiple locations including the QuickSummary, Messaging App, without Signing In, or Texting with Attachments.
- Learn how you can block numbers or forward texts.
- Learn to save text messages as an Activity, or Save picture messages as Documents.
- Sending a Mass Email to Clients
- Learn how to create and export a client list and then input the email addresses from your export into your email.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.