To attend the training classes listed below at our office click Customer Service Center to generate a Ticket to the Business Unit reporting the training date you want to attend.
Each training day costs R$ 100.00 per attendee and it will take place in the dates set below, from 2 PM to 6 PM.
Because of seat limit, your request may not be accepted to the date you have chosen if there is no seat available anymore to this class. Acceptance or denial notice will be returned in the same Ticket you submitted.
Select the month you want to see schedule availability.
Setting up general tables;
Setting up insurance company enrollment;
Setting up product enrollment;
05/08/2009
Corretor
on-line Operating Module
Registering insurance
policy proposals;
Registering endorsement proposals;
Validating issued policies and
endorsement;
Registering group insurance policies.
07/08/2009
Corretor
on-line Operating Module
Implementing letter and
e-mail submission;
Registering service requests;
Handling typing occurrences;
Automatic process management;
Reports available and their usage.
10/08/2009
Corretor
on-line Commissions and Premium
Module
Registering tax types;
Occurrence type management;
Premium control;
Commission receipt management;
Reports available and their usage.
12/08/2009
Corretor
on-line Commissions and Premium
Module
Performing commission
settlement;
Performing commission payment;
Supplementary commission management;
Reports available and their usage.
14/08/2009
Corretor
on-line Producers Module
Registering production
departments;
Handling different payment conditions;
Releasing payments in advance;
Issuing receipts;
Validating issued receipts;
Generating entries;
Entry management;
Reports available and their usage.
17/08/2009
Corretor
on-line Claims Module
Setting up general tables;
Registering a notice of loss;
Following up a claim;
Registering expenses;
Registering partial and integral
settlements;
Reports available and their usage.
19/08/2009
Corretor
on-line Cash Flow Module
Setting up general tables;
Registering forecasted entries;
Registering realized entries;
Writing off forecasted entries;
Writing off entries with check issue;
21/08/2009
Corretor
on-line Cash Flow Module
Performing accounting
conciliation;
Performing transfers;
Updating balances;
Doubling registered entries;
Using planning;
Reports available and their usage.
24/08/2009
Corretor
on-line Integrations Module
Setting up products to
file reception;
Reports available and their usage.
Automatic processing of
received documents (proposals and
policies);
Automatic processing of received
commissions;
Automatic processing of policy images;
Reviewing processed files.
04/09/2009
Corretor
on-line Budget Module
Setting up general
tables;
Registering one item budgets;
Registering more than one item budgets;
Importing renewals;
Importing refiles;
Reports available and their usage.
09/09/2009
Corretor
on-line Analysis and Statistics
Module
Generating premium and commission
reviews;
Generating incurred loss ratio review;
Reviewing customer, documents, vehicles,
bonus, budgets statistics;
Using BI in decision making;
Reports available and their usage.
11/09/2009
Corretor
on-line Hierarchical Structure Module
Setting up general
tables;
Setting up levels;
Setting up departments;
Matching levels and departments;
Creating production groups;
Doubling existing production groups;
Changing top levels and departments;
Setting up production access;
Checking audit;
Reports available and their usage.
14/09/2009
Corretor
on-line Telemarketing Module
Setting up general
tables;
Performing outbound calls;
Performing inbound calls;
Accessing information from other modules
via Telemarketing;
Managing Call Center agents;
Reports available and their usage.
16/09/2009
Corretor
on-line MrSecurity
Creating system users;
Creating user groups;
Granting access to groups or users;
Granting module permissions to groups or
users;
Granting screen permissions to groups or
users;
Granting query, addition, change, and
deletion options to groups or users;
Reports available and their usage.
18/09/2009
Corretor
on-line Operating Module
Setting up general tables;
Setting up insurance company enrollment;
Setting up product enrollment;
21/09/2009
Corretor
on-line Operating Module
Registering insurance
policy proposals;
Registering endorsement proposals;
Validating issued policies and
endorsement;
Registering group insurance policies.
23/09/2009
Corretor
on-line Operating Module
Implementing letter and
e-mail submission;
Registering service requests;
Handling typing occurrences;
Automatic process management;
Reports available and their usage.
25/09/2009
Corretor
on-line Commissions and Premium
Module
Registering tax types;
Occurrence type management;
Premium control;
Commission receipt management;
Reports available and their usage.
28/09/2009
Corretor
on-line Commissions and Premium
Module
Performing commission
settlement;
Performing commission payment;
Supplementary commission management;
Reports available and their usage.
30/09/2009
Corretor
on-line Producers Module
Registering production
departments;
Handling different payment conditions;
Releasing payments in advance;
Issuing receipts;
Validating issued receipts;
Generating entries;
Entry management;
Reports available and their usage.
Setting up general tables;
Registering a notice of loss;
Following up a claim;
Registering expenses;
Registering partial and integral
settlements;
Reports available and their usage.
05/10/2009
Corretor
on-line Cash Flow Module
Setting up general tables;
Registering forecasted entries;
Registering realized entries;
Writing off forecasted entries;
Writing off entries with check issue;
07/10/2009
Corretor
on-line Cash Flow Module
Performing accounting
conciliation;
Performing transfers;
Updating balances;
Doubling registered entries;
Using planning;
Reports available and their usage.
09/10/2009
Corretor
on-line Integrations Module
Setting up products to
file reception;
Reports available and their usage.
14/10/2009
Corretor
on-line Integrations Module
Automatic processing of
received documents (proposals and
policies);
Automatic processing of received
commissions;
Automatic processing of policy images;
Reviewing processed files.
16/10/2009
Corretor
on-line Budget Module
Setting up general tables;
Registering one item budgets;
Registering more than one item budgets;
Importing renewals;
Importing refiles;
Reports available and their usage.
19/10/2009
Corretor
on-line Analysis and Statistics
Module
Generating premium and commission
reviews;
Generating incurred loss ratio review;
Reviewing customer, documents, vehicles,
bonus, budgets statistics;
Using BI in decision making;
Reports available and their usage.
21/10/2009
Corretor
on-line Hierarchical Structure Module
Setting up general tables;
Setting up levels;
Setting up departments;
Matching levels and departments;
Creating production groups;
Doubling existing production groups;
Changing top levels and departments;
Setting up production access;
Checking audit;
Reports available and their usage.
23/10/2009
Corretor
on-line Telemarketing Module
Setting up general tables;
Performing outbound calls;
Performing inbound calls;
Accessing information from other modules
via Telemarketing;
Managing Call Center agents;
Reports available and their usage.
26/10/2009
Corretor
on-line MrSecurity
Creating system users;
Creating user groups;
Granting access to groups or users;
Granting module permissions to groups or
users;
Granting screen permissions to groups or
users;
Granting query, addition, change, and
deletion options to groups or users;
Reports available and their usage.
27/10/2009
Corretor
on-line Operating Module
Setting up general tables;
Setting up insurance company enrollment;
Setting up product enrollment;
28/10/2009
Corretor
on-line Operating Module
Registering insurance
policy proposals;
Registering endorsement proposals;
Validating issued policies and
endorsement;
Registering group insurance policies.
29/10/2009
Corretor
on-line Operating Module
Implementing letter and
e-mail submission;
Registering service requests;
Handling typing occurrences;
Automatic process management;
Reports available and their usage.
30/10/2009
Corretor
on-line Commissions and Premium
Module
Registering tax types;
Occurrence type management;
Premium control;
Commission receipt management;
Reports available and their usage.
