Courses

Insurance Databases 1 – Applied Systems Courses

Insurance Databases 1 – Applied Systems Course Introduction

The Insurance Databases 1 – Applied Systems course introduces students to the electronic insurance processes. Students use the database to set up client files and complete required forms. They learn how to interpret insurance screens, file claims notices, and perform workflows related to insurance policies. This is an interactive course enabling students to learn by three methods: tell me, show me, and let me see the concepts as introduced in the software. An audio component also exists to support the learning process. Practice exercises and quizzes are included to reinforce the concepts covered and to help students measure their progress.

Course Prerequisite(s)

Basic level of proficiency in Microsoft Windows, and Fundamentals of Insurance

Course Aim

This course is designed to provide students with hands-on training in the most commonly used insurance database in Canada.

Of Interest to

Those interested in being employed as an insurance professional or currently employed in the insurance industry and wishing to upgrade their skills.

Course Breakdown

Lessons:

• Administrative Features & Functions

Windows and TAM Basics; Receptionist; fax@vantage Client; Files; Mail; Document Maintenance; Attachments; eFiling

• Customer Service Representative & Claims

Clients; Online Help Manual; Workflows; Policies; Auto ID Cards; Forms; Certificates; Activities; Memos and Information; Claims; Transactions

• System Administration & Utilities

TAM Reports; Utility Manager; Contracting Support

Course Notes

There is a final exam upon completion of the course. Participants who receive 75% or higher on their exam will receive a certificate.

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