Recommended Standards and Best Practices

Use this on-demand training guide to understand:

Settings to Require a Client, Branch, Producer or CSR
- Understand requiring settings and it's importance including mandating branches or personnel roles.
Account Data Standards
- Remain consistent with your data, and understand how entry can be helpful to your searching and reporting.
- Understand the importance of the Sort Name and review other best practices.
Recommended User Preferences
- Learn how to implement recommended user preferences for your entire organization
Adding Other ACORD Forms to Policy Details Exit Steps
- Learn how to add other ACORD forms to policy details exit steps for use by your organization.
Setting up ACORD Forms Groupings
- Save time by setting up frequently used ACORD Forms Groupings.
Setting up the Proposal Creator
- Manage partnerships and business collaborations as you add your agency logo, set up producer and csr contact information, disclaimer messaging and agency messaging for proposals.
Reporting and Revenue
- Implementing best practices for reporting, using the agency revenue dashboard, and the report scheduler

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.

Use this section to complete recommended settings including requirements for branch, producer or CSR, data standards, recommended user preferences, adding other ACORD forms to policy details exit steps, setting up ACORD Forms groupings and reporting and revenue best recommendations.