Course curriculum

  1. 1

    • Course Overview

    • An Introduction to FluidTasks Underwriting

    • Knowledge Test
  2. 2

    • Managing Policies Overview

    • Policy Issuance Process

    • Raising a debit note

    • Exercise

    • Raising a credit note

    • Knowledge Test
  3. 3

    • Policy Endorsement Process

    • Issuing a policy schedule

    • Knowledge Test
  4. 4

    • Quoting Process

    • Renewing a policy
  5. 5

    • Bordereaux and Reports Overview

    • Layout

    • Filtering

    • Reports

    • Exercise
  6. 6

    • Overview

    • Analytics Dashboard

    • Test your learning
  7. 7

    • Recap of Key Learnings and Takeaways

    • More resources for you

    • Quick Survey