Course curriculum

  1. 1

    • Introduction

    • What is FluidTasks for Insurance

    • Application Layout

    • How to login

    • Exercise: Logging in to FluidTasks

    • Check your knowledge
  2. 2

    • Introduction

    • Adding a new customer record

    • Associating dependents with a customer

    • Uploading KYC's and supporting documents

    • Broadcasting messages to customers

    • Interpreting customer statistics

    • Check your knowledge
  3. 3

    • Overview

    • How to prepare and issue a new policy

    • Demonstration: Adding a new policy

    • Updating and endorsing policies

    • Generate and download a policy document
  4. 4

    • Overview

    • How to raise an invoice

    • How to record a payment

    • Posting customer journals

    • View customer statements

    • View transaction history

    • Generate an age analysis
  5. 5

    • Overview

    • Register a new claim

    • Searching and viewing an existing claim

    • Update status of the claim

    • Upload and download claim documents

    • Export the claims register