Homesite Online University Curricula

Transcription

1 Homesite Online University Curricula General Insurance Topics Insurance Industry Overview Mini Series INTRODUCTION TO THE INSURANCE INDUSTRY MINI MODULE OVERVIEW: This learning module series reviews essential insurance terms, definitions and categories of insurance and describes the core functions of an insurance carrier. EXPLANATION OF INSURANCE AND KEY TERMS: In this module, you will cover the following topics: The definition of insurance, insurance terms and vernacular, and an overview of Loss Settlement, Liability and Business Flows. INSURANCE INDUSTRY SECTORS: In this module, you will cover the following topics: An in-depth view of Property and Casualty Insurance, a clear understanding of Health Insurance, and detailed look at Life Insurance. TYPES OF INSURANCE CARRIERS In this module, you will cover the following topics: different types of Insurance Companies, Regulations and Solvency Ratings, The Role of the Insurance Company. CARRIER ORGANIZATION: In this module, you will cover the following topics: A detailed look at the following insurance company departments, including Actuarial, Underwriting, Claims, Marketing, Operations/Policy Issuance/Service, Information Technologies, and Human Resources. INSURANCE AGENTS AND BROKERS: In this module, you will cover the following topics: The Definition of Agents and Brokers, the Role of Agents, the Types of Agencies, Errors & Omissions within the Agency, the Three Levels of Authority, Details of Agent Compensation, and Agent Trade Associations. INTRODUCTION TO PROPERTY INSURANCE: In this module, you will cover the following topics: Property Risk Transfer Overview, Property at Risk and Exposure to Loss, Policy Concepts and Structure. INTRODUCTION TO CASUALTY INSURNACE: In this module, you will cover the following topics: Casualty Risk Transfer Overview and Assets at Risk and Exposure to Loss. Homesite Video Center: Intro to Risk Transfer INTRODUCTION TO RISK TRANSFER AND POLICY DESIGN: (Windows and Apple Version available, Windows Version Preferred) In this video you will learn the following: the definition of insurance policy, the four main responses to risk, risk transfer and policy design, and policy core components. DECLARATIONS, COVERAGES, AND EXCLUSIONS: (Windows and Apple Version available, Windows Version Preferred) In this video you will learn the following: the purpose of the declarations page, what the insuring agreement establishes, coverage triggers for different policies, and the five broad categories of exclusions.

2 HOMEOWNERS HO-3 MINI SERIES: HO-3 MINI MODULE OVERVIEW: Video summary of learning objectives for HO-3 Mini module. A REVIEW OF HOMEOWNERS INSURNACE: In this module, you will review the purpose of a Homeowners Policy, understand for whom Homeowners Policies are designed, and recognize the sections and features of the HO-3 Policy Form. UNDERSTANDING HO-3 PROPERTY COVERAGE: In this module, you will review the HO-3 Special Form as it relates to property; specifically Coverages A through D and limits of liability. You will also gain an understanding of which perils are protected by the HO-3 form, as well as which perils are excluded. UNDERSTANDING HO-3 LIABILITY COVERAGE: In this module, you will proceed through an overview of liability coverage, retain the definition of limits of liability, gain an understanding of Coverages E and F, and become familiar with the additional coverages and exclusions related to liability. HO-3 SPECIFIC ENDORSEMENTS: This course contains endorsements applicable to this policy form. Be sure to review the endorsements in the mini module, following up with your supervisor to take note of any new or updated endorsements that may also be applicable. HO-3 FINAL ASSESSMENT HOMEOWNERS HO-4 MINI SERIES: HO-4 MINI MODULE OVERVIEW: Video summary of learning objectives for HO-4 Mini module. PROPERTY COVERAGE: In this module, you will understand the purpose of the HO-policy form, unveil who should have HO-4 policy, determine the coverages offered by HO-4, and understand an example of policy limits for HO-4. LIABILITY COVERAGE: This module will provide you with an overview of liability coverage in the HO4 policy. You will learn about Coverages E and F and the limits for each as well as the exclusions and conditions outlined in section 2 of the HO4 policy. HO-4 SPECIFIC ENDORSEMENTS: This course contains endorsements applicable to this policy form. Be sure to review the endorsements in the mini module, following up with your supervisor to take note of any new or updated endorsements that may also be applicable. HO-4 FINAL ASSESSMENT HOMEOWNERS HO-6 MINI SERIES: HO-6 MINI MODULE OVERVIEW: Video summary of learning objectives for HO-6 Mini module. PROPERTY COVERAGE: In this module, you will understand the purpose of the HO6 -policy form, unveil who should have HO-6 policy, determine the coverages offered by HO-6, and understand an example of policy limits for HO-6. LIABILITY COVERAGE: This module will provide you with an overview of liability coverage in the HO-6 policy. You will learn about Coverages E and F and the limits for each as well as the exclusions and conditions outlined in section 2 of the HO-6 policy. HO-6 SPECIFIC ENDORSEMENTS: This course contains endorsements applicable to this policy form. Be sure to review the endorsements in the mini module, following up with your supervisor to take note of any new or updated endorsements that may also be applicable. HO-6 FINAL ASSESSMENT

3 Homesite Products ISO 2011 Homeowners Property & Liability ISO 2011 CHANGES IN COVERAGE AND LIMITS: This online learning module is a Homesite reference for all important changes between the ISO 1991 and the ISO 2011 version. Policy language changes between 1991 and 2011 relate to many different elements within the policy. This module categorizes changes into four sections: 1. Definition Changes; 2. Broadenings of Coverage - Coverage C, D, E and F; 3. Changes in Coverage Intent or Limits Provided; 4. Reductions in Coverage. A COMPREHENSIVE VIEW OF HOMESITE ENDORSEMENTS: This course will provide you with a comprehensive view of Homesite Endorsements. Please note that the examples are related to the ISO 2011 form except when listed as an individual coverage. This course will be driven by the following layout: Endorsement Definition; ISO 1991 Notes; ISO 2011 Notes; State Specific Information; Endorsement Example. HOMESITE LIFE DIRECT OVERVIEW: The topics covered in this course include: Understanding the key concepts of a term life insurance policy, Demonstration of an effective transition from homeowners to life insurance, Understanding the value proposition in purchasing a policy with Homesite, and a review of a glossary and FAQ listing. WORKERS COMPENSATION QUOTING DEMO: This course contains direct access to the Homesite Workers Compensation Quoting Demo. WORKERS COMPENSATION PRODUCT OVERVIEW: This course contains direct access to the Homesite Workers Compensation Product Overview Video. SECOND HOME POLICY EVALUATION: This course contains a video and assessment pertaining to Second Home Policy Evaluation. PACE CAT INSTRUCTIONAL VIDEO: This course contains the PACE Cat Instructional Video and Evaluation Homesite Systems INTRODUCTION TO BILLING; PART ONE: This course demonstrates how to access billing information with Horison, gain a basic understanding of the fields on billing subtab, and review some basic billing scenarios. INTRODUCTION TO BILLING; PART TWO: This course demonstrates how to cancel and reissue billing, review a payment reversal scenario, and view and understand a reinstatement without a lapse. OLS CUSTOMER ACCOUNT CREATION: This module demonstrates the process our customers will need to follow in order to create an online account after purchasing a new policy. EFORM AUTOMATION TUTORIAL: This tutorial covers the following; changes to fast agent, rebuild requests, 438 BFU forms, reprinting documents, and searching for documents. EFORM AUTOMATION TUTORIAL- MANUAL BINDERS: This course contains the eform Automation Manual Binders course.

4 Commercial Lines General Liability Courses CGL CORE PRINCIPLES reviews the Commercial General Liability policy including policy structure, coverage triggers and limits of insurance. CGL COVERAGES reviews Coverages A, B and C including insuring agreements, triggers and exclusions. Supplementary Payments under Coverages A and B are also discussed. PRODUCTS AND COMPLETED OPERATIONS provides a detailed overview of the CGL policy s Products- Completed Operations coverage. The module starts with an overview of the products-completed operations liability insuring agreement and reviews definitions, exclusions, supplementary payments, limits of insurance and the claims-made extended reporting period. CGL EXCLUSIONS provides a detailed review of the CGL policy exclusions. CONTRACTORS ERRORS & OMISSIONS This module will introduce you to Contractors Errors & Omissions coverage and features. You will learn what is excluded from this coverage and what an Extended Reporting Period is and when it is used. You will also learn what classes of contractors are eligible for coverage. INLAND MARINE: In this course you will learn about Inland Marine and the additional coverage forms available. MISCELLANEOUS PROFESSIONAL LIABILITY: This course will provide an overview of the Miscellaneous Professional Liability coverage and features. You will learn what classes of business are eligible for this coverage and what classes of business and states are ineligible for this coverage. INTRODUCTION TO BUSINESS OWNERS POLICY AND GENERAL LIABILITY (BOP AND GL): Introduction to Homesite's BOP and GL offering. Homesite SharePoint 2013 HOMESITE INTRODUCTION TO SHAREPOINT: This course will introduce you to the SharePoint 2013 product, along with Homesite's SharePoint Sandbox site, Sharepoint Resources, and where to find SharePoint Video Tutorials. SHAREPOINT VIDEO TUTORIAL CREATE AND MANAGE A BLOG TO SHARE INFORMATION: This video tutorial will show you how to Create and Manage a Blog to Share Information. SHAREPOINT VIDEO TUTORIAL CREATE AND SET UP A LIST: This video tutorial will show you how to create and set up a list. SHAREPOINT VIDEO TUTORIAL FOLLOW CONTENT: This video tutorial will show you how to follow content. SHAREPOINT VIDEO TUTORIAL INTRODUCTION TO DOCUMENT LIBRARIES: This video tutorial will show you how to use document libraries. SHAREPOINT VIDEO TUTORIAL POST TO THE NEWSFEED: This video tutorial will show you how to post to the newsfeed. SHAREPOINT VIDEO TUTORIAL START USING A LIST: This video tutorial will show you how to start using a list. SHAREPOINT VIDEO TUTORIAL SYNC LIBRARIES USING ONEDRIVE FOR BUSINESS: This video tutorial will show you how to sync libraries using OneDrive for business. SHAREPOINT VIDEO TUTORIAL UPDATE PROFILE AND PRIVACY SETTINGS: This video tutorial will show you how to update your profile and privacy settings. SHAREPOINT VIDEO TUTORIAL ORGANIZE AND CONFIGURE A SHAREPOINT LIBRARY: This video tutorial will show you how to organize and configure a SharePoint library. SHAREPOINT VIDEO TUTORIAL POST TO A TEAM SITE FEED: This video tutorial will show you how to post to a team site feed.

5 Claims Curriculum Claims Management System Tutorials CMS TUTORIAL 1 - NAVIGATION: This module describes the CMS interface and how to navigate within the system. CMS TUTORIAL 2 CREATE A NEW CLAIM: This module describes the FNOL flows available in CMS. CMS TUTORIAL 3 INITIAL CLAIM HANDLING: This module describes functions in CMS that are common during the initial review and handling of a claim. CMS TUTORIAL 4 - LIABILITY: This module describes functions in CMS that are specific to the Liability unit s handling of claims. CMS TUTORIAL 5 - EVALUATION: This module describes functions in CMS that are commonly utilized in the evaluation and settlement of a claim. CMS REPORT ENHANCEMENT PROCESS: This module describes the capability of ordering reports directly from CMS. MONTHLY TRAINING 2016: This training demonstrates claims vendor escalation, Xactimate collaboration, and common wind/cat Training. FNOL WATER MIGRATION REFRESHER: This module is an overview of in-scope claims, out-of-scope claims, and conversation with the customer. CMS RELEASE, VENDOR SET-UP, AND THEFT SOP PREVIEW VIDEO: This course contains a video and assessment pertaining to the CMS Release, Vendor Set-Up, and Theft SOP Preview. Manager s Series Management Courses NEW MANAGER ORIENTATION: New Managers at Homesite all need an overview of the essential policies and expectations. Topics include Recruiting and Hiring, Managing Time Off, Performance Management, Compensation and Talent Development PERFORMANCE MANAGEMENT PRINCIPLES: A successful Performance Management Process enables the company, the department, and the individual to achieve positive business results. This module will cover Homesite s performance management system, process, criteria and improvement plans. EMPLOYMENT LAW FOR SUPERVISORS AND MANAGERS: This module explains the fundamentals of Employment Law and Regulations. Managers will gain an overview of key employment laws along with compliance expectations. EFFECTIVE COACHING TECHNIQUES FOR LEADERS: Leaders will gain an understanding of how coaching impacts business results and how the manager s role builds trust and accountability throughout the team. You will acquire techniques and steps for delivering feedback.

6 Business Skills Series Business Skills Courses VERBAL COMMUNCIATION SKILLS EFFECTIVE COMMUNICATION: The Verbal Communication Skills: Effective Communication learning module helps the learner to discover how to communicate eloquently in person and on the phone using examples and sample calls. The user will understand proper greeting, hold and transfer and closing protocol, as well as how to create impactful first impressions by using tone, body language and word choice to their advantage. The learner will also receive helpful tips about effective listening. VERBAL COMMUNICATION SKILLS BUILDING RAPPORT: The Verbal Communication Skills: Building Rapport learning module helps the learner to uncover the definition of rapport while infusing the importance of making a good first impression. The user will acquire a step-by-step process of rapport building and view samples of good rapport building techniques. INTRODUCTION TO RELATIONSHIP MANAGEMENT: The Introduction to Relationship Management learning module introduces the learner to the four communication styles. The learner will identify their own communication style and learn techniques for communicating with others such as clients, team members, managers and carrier underwriters. BUILDING TRUST AND MANAGING CONFLICT: The Building Trust and Managing Conflict learning module helps the learner review the four communications styles often used and discussed in relationship management. The module also demonstrates for the user how to build trust with clients and with the agency, while defining and applying different conflict management techniques. BUSINESS WRITING 101: The Business Writing 101 learning module creates an overview of core business writing principles. The module reviews sentence structure, punctuation and grammar tips. Examples of correspondence often used within insurance agencies are included. The power and impact of word choice on the reader s perception is covered within this module. BUSINESS WRITING 201: The Business Writing 201 learning module leads the learner through a grammar review. The learning module also helps the user to understand multiple business writing essentials by providing examples of common grammatical errors. INTRODUCTION TO NEGOTIATION SKILLS: The Introduction to Negotiation Skills learning module introduces the learner to an overview of negotiation techniques and the seven steps to agreement. Utilizing great information as described by Harry Mills in his book The Street Smart Negotiator, the user will, after this learning module, be able to apply the tips to successfully negotiate within the insurance industry. NEGOTIATION STEPS AND BUILDING CREDIBILITY: The Negotiation Steps and Building Credibility learning module expands on the techniques from the Introduction to Negotiation Skills module. This module targets an approach to build credibility with the other party in a negotiation. POWERFUL AND PERSUASIVE COMMUNICATION SKILLS: This course introduces the user to the impact of effective messaging on professional relationships, stressing powerful and persuasive messaging. Powerful and persuasive messaging includes the impact of perceptions and impressions. The user will also develop planning techniques for communication and negotiating. PERSONAL TIME MANAGEMENT: In the Personal Time Management module, you will identify time wasters and tips for setting priorities, understand what items rob you of your time each day and how to solve these issues, deploy techniques to avoid interruptions, understand how to say no positively and how to balance your client demands and deadlines, and finally, you will create a personal action plan for improving your time management skills. FINE TUNE YOUR ELEVATOR PITCH: This course outlines how to create an Elevator Pitch for your company, yourself and tailored to a specific individual. Upon completing this training, you will have the essential elements of an Elevator Pitch prepared and ready.

7 Microsoft Excel 2010 Training Excel Courses EXCEL 2010 KEYBOARD SHORTCUTS - CTRL KEY SHORTCUTS: Learn Excel 2010 keyboard shortcuts. Specifically, learn how to use CTRL key shortcuts that let you do everything from selecting and editing cells, to inserting items and formatting. HOW TO CREATE A BASIC CHART IN EXCEL 2010: Charts make data visual. With a chart you can transform spreadsheet data to show comparisons, patterns, and trends. OFFICE 2010 SECURITY PROTECTING YOUR FILES: In Microsoft Office 2010, when files open, Message Bars can alert you to useful information and potential problems with your files. Security Message Bars provide the opportunity to consider the potential security risks that may be in your file, and then the ability to open or read the file while reducing the risks that can occur. EXCEL 2010 KEYBOARD SHORTCUTS II - ALT KEY SHORTCUTS: Learn how to use ALT key shortcuts that let you access almost any command in Excel These keyboard shortcuts are also called access keys, and they are handy when a CTRL shortcut isn t available for a command. THE IF FUNCTION: The IF function checks to see if a condition you specify is true or false. If true, one thing happens; if false, something else happens. For example, if you use the IF function to see if amounts spent are under or over budget, the result for True could be Within budget, while the result for False could be Over budget. UNDERSTAND DATA AT A GLANCE WITH CONDITIONAL FORMATTING: Sometimes it s hard to read and interpret data by scanning rows and rows of information. But you can use conditional formatting to make certain data stand out, helping you to analyze data, and to identify patterns and trends. USE EXCEL TABLES TO MANAGE INFORMATION: Manage information by using Excel tables, which make it easy to format data, sort, filter, add totals, and use formulas. VLOOKUP WHAT IT IS AND WHEN TO USE IT: Learn how to use VLOOKUP to look up a value you want to find in an Excel list or table. Using VLOOKUP is similar to looking up a person s name in a telephone book to get a telephone number. VLOOKUP looks at a value in one column, and finds its corresponding value on the same row in another column. SAVE TIME BY CREATING AND RUNNING MACROS IN EXCEL 2010: Do you find yourself doing the same actions over and over again in your spreadsheets? Did you know you can create macros so that Excel can do that repetitive work for you? Macros are sets of instructions based on actions that you record while you work in your spreadsheet. After you record a macro, you can use it again as the need arises. Homesite Smart Board Videos SMART KAPP CAPTURE BOARD VIDEO: This course provides direct access to the Smart Kapp Capture Board Video. SMART BOARD 8070I INTERACTIVE FLAT PANEL VIDEO: This course contains direct access to the Homesite Smart Board 8070I Interactive Flat Panel Video. DOCFINITY 10 END USER TRAINING VIDEO: This course contains direct access to the Homesite Docfinity 10 End User Training Video.

8 Workers Compensation Series Workers Compensation Courses: WORKERS COMPENSATION COVERAGES: This module provides a detailed review of the Workers Compensation and Employers Liability policy sections and coverages, including types of disabilities and Other States coverage. WORKERS COMPENSATION CLASSIFICATIONS: For most employers, the costs associated with Workers Compensation account for a significant portion of the firm's cost of risk. As a result, there is much to understand regarding Workers Compensation classification, rating and premium determination and risk financing options. This course provides an overview of: Exposure Base, Classification and Unmodified Premium Determination, and Premium Modification. Errors and Omissions Series Errors and Omissions Courses INTRODUCTION TO ERRORS AND OMISSIONS: This learning module introduces the learner to errors & omissions. The module also teaches the user about important information about insurance regulations, licensing and authority. The user will also explore the fiduciary duties of an insurance agency. ERRORS & OMISSIONS: WHAT CAN YOU DO? This module reviews with the learner the definitions of errors and omissions, along with important information about who is liable and the possible consequences. A top ten list of errors and omissions is also divulged, and the user will explore and retain best practices in avoiding E&O exposure. Understanding Customer Needs Series ALIGNING SOLUTIONS TO NEEDS: Upon completion of this module you will; tailor your messaging to match customer s needs, project a positive tone and sell with conviction, position an authentic recommendation to the customer, demonstrate knowledge of Homesite Insurance and it s special offerings, overcome hurdles and objections with a positive tone and approach, and gain more business at the end of the phone call. UNCOVERING THE CUSTOMER S NEEDS: Upon completion of this module you will: understand the difference you can make by establishing an instant, positive, first impression with your customer, determine customer needs-both known and unknown, align clever questioning to uncover needs, integrate attentiveness to detail and questioning techniques on every call. CUSTOMER MANGEMENT: BALANCING PRIORITIES: The Customer Management: Balancing Priorities learning module explores different time management strategies, both client and agency facing. The learner will also develop techniques to prioritize agency duties, avoid procrastination, manage a workload and manage a workspace.

9 Sales and Solutions Career Pathing: The career pathing model is built for the agent to gain knowledge and competencies needed to support their individual development and the growth in Sales and Solutions. SALES AGENT I ASSESSMENT SALES AGENT II ASSESSMENT SOLUTIONS AGENT I ASSESSMENT SOLUTIONS AGENT II ASSESMENT Foundations: Solutions New Hire Assessments FOUNDATIONS QUIZ 1 FOUNDATIONS QUIZ 2 FOUNDATIONS QUIZ 3 FOUNDATIONS FINAL ASSESMENT