PickAClass · Personal Finance & Money Mastery · Insurance and Risk Management

Insurance Fundamentals

Understand the core principles of risk management and how insurance works. Learn about concepts like risk pooling, deductibles, premiums, and how to assess your personal insurance needs.

Insurance Fundamentals

Group Insurance Contracts and Enrollments: Foundational Practices

Managing Group Insurance Contracts and Digital Enrollment

Digital Insurance Operations: Contracts and Member Enrollments

Managing Insurance Contracts and Member Enrollments

Foundations of Individual Insurance Policy Administration

Individual Policy Administration Essentials for Insurance

Introduction to Insurance Policy Administration Systems

Insurance Policy Issuance and Administration for Beginners

Modernizing Insurance Policy Administration for Digital Transformation

Foundations of Insurance Product Modeling and Claims

Salesforce Expression Sets: Branching and Testing for Insurance Flows

Digital Insurance Product Rules: Configuration and Logic

Configuring Insurance Rules in Salesforce Digital Insurance

Configuring Underwriting Rules in Digital Insurance

Digital Insurance Product Administration: Modeling and Pricing

Digital Insurance Product Administration Fundamentals

Insurance Product Modeling and Configuration Fundamentals

Configuring Product Rules for Efficient Quoting

Insurance Product Pricing: Premium Calculation and Compliance

Designing and Implementing Surcharges in Digital Insurance

Modern Insurance Quoting and Process Transformation

Digital Insurance Quoting: Quote, Rate, and Apply Workflows

Insurance Tech: Quote, Rate, and Apply Solutions for Beginners

Insurance Rating and Quote Calculation Fundamentals