Day 0: Server Set Up
- Get AWS Account Credentials (if Self Hosted)
- Install Application
- Initiate Training
Day 1: Essential admin
- Organization Master (Name & Logo) (video)
- Branch Master (video)
- Insurer Master (video)
- Insurer Branch Master (video)
- Policy Master (video)
- Designation Master (video)
- User Master (video)
Day 2: Upcoming & Custom Fields
- Add Prospect (video)
- Edit a client (video)
- CRM feature
- Client Custom Fields (video)
- Policy Custom Fields (video)
- Add Multiple Prospects in 1 go (video)
- Follow-ups (video)
- Mark as Lost (video)
Day 3: Converted Policies
- Convert Prospect to Policy
- Single premium single policy (Video)
- Single premium Multiple policy (Video)
- Multiple premium Single policy (Video)
- Book Policy without Prospect (video)
- Set Delivered by Default (video)
- POS feature (Video)
- Renewal (video)
Day 4: Pay In
- Introduction – (Video)
- Concept of Payin (Video)
- How to manage Turnage
- How to manage Slabs
Day 5: Endorsements
- Premium Baring / Additions (video)
- Negative / Deletions (video)
- Non Premium baring / Corrections (video)
- Extension (Video)
- Cancellation (Video)
Day 6: Installments
- General
- Convert to Endorsement (video)
- Life
- Template Upload
- Add Installment
- Record Payment
Day 7: Reconciliation
- Uninvoiced (Video)
- Add Invoice (Video)
- Record Payment(Video)
- Auto Reconciliation (Video)
- Undo Reconciliation, Discard Draft (Video)
- Manual Reconciliation ( Video)
- Credit Note (Video)
- Debit Note (Video)
- Invoice Templates ( Video)
Day 8: Pay Out
- Brokerage Payable – Manual
- Pay Out Master
- Payout Posting
- Reconciliation
Day 9: Reports
- Review all Reports
- Client Accounts (video)
- IRDAI Statement (video)
- Premium Register (video)
- Business statement (video)
- Lost Business Report (video)
- Login- User Report (video)
- Document in -out (video)
- Activity Report (video)
- Month wise business Report (video)
- Custom Reports (video)
Day 10: Emailing
- Configuration by Employee (Video)
- Configuration by Admin (Video)
- Email Templates (Video)
- Send Emails (Video)
- Microsoft Troubleshooting
Day 11: Claims
- Master Set Up (video)
- Claim Executive
- Claim Document Checklist
- Claim Processor / TPA Master
- Claim Custom Fields
- Claim Intimation/Inward (video)
- Outward Awaited (video)
- Claim Status Update (video)
- Approved/Settled (video)
Day 12: RFQ and Quote Comparison
- How to set the organization logo ? (Video)
- RFQ Template ( Video)
- Connect Template with policies (Video)
- Add new RFQ (Video)
- Quote Comparison (Video)
- Add RFQ again (Video)
Day 13: Declarations
- Declaration Templates (video)
- Connect Template with Policy (video)
- Add Declaration Schedule (video)
- Record Declarations (video)
Day 14: Miscellaneous Topics
- Bulk Import
- Merge Clients (Video)
- Delete Policy (Video)
- Welcome Letter (Video)
- Renewal Letter (Video)
- User Hierarchy
- Renewal Intimation- Automation (Video)
Support & Monthly Review
- Final Billing
- Set Up AMC Auto Invoicing
- Escalate if Reconciliation is not happening
- Discuss doubts
- Share new features