| The Policy / Pending Case Management course covers everything you need to know in order to enter, organize, and track insurance product and individual policy information in CDS. Lessons two and three offer specific training on the optional Pending Case Management module which allows you to track policy information through multiple ‘pending’ stages before a policy becomes inforce and active. |
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| Upon completion of the Policy / Pending Case Management course, you will be able to: |
- Create Vendor and product records
- Create underwriting guidelines
- Specify age and face bandings
- Copy risk classes across products
- Add underwriters and home office reps to the system
- View pending cases
- Add a pending case
- Understand automatic guideline and activity creation
- Produce policy reports
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Lesson One – Setting Up Insurance
Lesson one covers the first step of policy tracking in CDS. Learn to enter vendor information, then product information for each product offered by specific vendors including risk classes and underwriting information.
Runtime 10:50 |
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Lesson Two – Underwriting Guidelines
In lesson two, you will see how to set up and add underwriting guidelines including defining age and face bandings. This lesson will also demonstrate how to copy risk classes from one product to another and introduce the Pending Case Management module.
Runtime 12:18 |
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Lesson Three – Adding a Pending Case
Lesson three will demonstrate how the Pending Case Management module can be used to view the status and remaining requirements of existing pending cases and how to enter a new pending case. In addition, lesson three demonstrates how follow-up activities can be created along with new pending case information. Lesson three also includes a brief overview of policy and pending case reports available in CDS.
Runtime 10:32 |
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