001-Orientation-Aaxel By paulmann - March 18, 2024 4981 Share FacebookTwitterPinterestWhatsApp Current Status Not Enrolled Price Free Get Started Login to Enroll Course Content Expand All 1. Refresher 2 Topics Expand Lesson Content 0% Complete 0/2 Steps Ontario Automobile Policy Personal Property Insurance 2. Key Contacts & Quick Links 2 Topics Expand Lesson Content 0% Complete 0/2 Steps Key Contacts Quick and Important Links 3.Our Systems 10 Topics Expand Lesson Content 0% Complete 0/10 Steps Abeyances Notes and Attaching a File Printing From Server Sign out of Server Print Policies Set up Server Access & your questions Phone System setup and Questions Credentials Search Policy Search a Customer 4. Our Processes 12 Topics Expand Lesson Content 0% Complete 0/12 Steps Down-Payment Integration: ARS to Power Broker(Automobile) Integration: ARS to Power Broker(Habitational) Insurance Reports Broker of Record Change Non-Renewal Procedures Accepting & Providing Referrals Auto Insurance(Personal) Property Insurance (Personal) Automobiles- Do not bind Habitational-Do not bind Binder Control 6. Business Practice/ Underwriting 5 Topics Expand Lesson Content 0% Complete 0/5 Steps Automobile Insurance Habitational Insurance Business Insurance Commercial Automobile Transportation Insurance 7. Accounts Receivables (AR), Broker Bill Policies / Policy Documents 2 Topics Expand Lesson Content 0% Complete 0/2 Steps Debit Balance (+)-What to do? Credit Balance (-)-What to do? 8. Binding Commercial Risks- Agency Bill and Direct Bill 9. Quick Service Calls 11. Customer Service Script 12. Regulations 13. Network Security 14. Rental Dwelling Markets 15.. Broker E&O Claims 16. Call Quality 17. Claim Handling 18. Binding & Invoicing 19. How we get paid? 4 Topics Expand Lesson Content 0% Complete 0/4 Steps 01. Commission Payment under Corporation 02. What is Non Active Firm? 03.Non-Active Firm-Ribo Version 04.How to register as an Non Active firm? 20. Internal Competition 21. Can i call an Insurer?
