Professional Staff Training & Workplace Excellence
Technology, Digital Platforms & Data Management in Insurance Operations
Technology, Digital Platforms & Data Management in Insurance Operations is a course in Insurance Operations Staff Excellence Academy. 10 lessons covering The Insurance Operations Tech Stack — Understanding What Each System Does; Data Entry Discipline and System Hygiene in Shared Platforms; Using Customer and Policy Management Systems Effectively.
10 published lessons · Online learning · Part of Learn & Grow
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What this course covers
- The Insurance Operations Tech Stack — Understanding What Each System Does · 15 min
- Data Entry Discipline and System Hygiene in Shared Platforms · 15 min
- Using Customer and Policy Management Systems Effectively · 15 min
- Digital Document Management — Scanning, Naming, and Storage Best Practices · 15 min
- Email and Communication Tool Professionalism and Security · 15 min
- Cybersecurity Basics for Insurance Operations Staff — Phishing, Passwords, and Safe Practices · 15 min
- Leveraging Digital Tools for Task and Workflow Management · 15 min
- Working With Self-Service Portals and Supporting Digitally-Assisted Customers · 15 min
- Troubleshooting Common System Issues and Knowing When to Escalate to IT · 15 min
- Building Your Digital Operations Excellence System · 20 min
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This course belongs to Insurance Operations Staff Excellence Academy. Explore the full academy to see the other courses in this learning path.
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