Enterprise Training Curriculum

The full curriculum runs 12 sessions across 7 curriculum groupings, able to begin in Stage 7 Data Migration and run through Stage 9 Training, sequenced end to end: agency setup and customization first, then core navigation and daily workflow, then the sales, service and renewal motions, then billing, commissions and reporting, closing with optimization. Curriculum groupings are teaching groupings and are not the same list as the electable categories on Order Form Part G; each grouping shows the Part G election that funds it. Each grouping includes a design session that adapts the standard content to the agency's environment and a delivery session that trains the people who will do the work. Sessions are scheduled to the content, not to a clock. An account receives only the sessions belonging to the Part G categories it elected.

Curriculum grouping summary

Curriculum grouping	Sessions	Order Form Part G election	Covers
Setup & Configuration	2	General Operations	Agency Configuration, Agency Customization
Core Workflow	1	General Navigation, General Operations	Navigation, Searching & Core Workflow
Sales & Service	3	Sales, Service, Quote / Rate / Bind	Producer / Sales Workflow, CSR Service Workflow, Renewals & Retention
Billing	2	Finance / Accounting / Commissions / Reconciliation	Basic Billing, Advanced Billing
Commissions	2	Finance / Accounting / Commissions / Reconciliation	Agency Commissions, Agent Commissions
Reporting	1	Dashboards / Reporting	Reporting
Optimization	1	No mapped election — verify with Commercial	Optimization
Full curriculum	12	Elected categories only	Setup through optimization

The twelve sessions

Session 1Agency ConfigurationSetup & Configuration
Admin only · single session · Topic: Setup Agency Profile
- —Agency contact information
- —Logo
- —Agency email template
- —New user template (client portal)
- —Default settings
- —Integrations
- —Agency / agent commission rules
- —Locations
- —Work groups
- —Sales goals (agency / agent / locations)
- —Signatures
Session 2Agency CustomizationSetup & Configuration
Admin only · extended session · Topic: Agency Customization menu
- —Configurators
- —Description templates
- —PDF forms
- —Lines of business
- —Task categories & stages
Session 3Navigation, Searching & Core WorkflowCore Workflow
All producers + CSRs · single session · Topic: Navigation, searching & core workflow
- —Searching & opening policies quickly
- —Prospect & insured lookup best practices
- —Service documentation & notes standards
- —Opportunity & pipeline overview (intro level)
Session 4Producer / Sales WorkflowSales & Service
Agents, producers, sales team · extended session · Topic: Lead → Quote → Policy workflow
- —Add a lead
- —Create a quote & comparison
- —Generate proposal (MAC specific)
- —Convert quote into a policy
- —Track opportunity stages (AMS or MAC)
Session 5CSR Service WorkflowSales & Service
CSRs, account managers · extended session · Topic: Policy servicing & renewals
- —Endorsements & policy changes
- —Service documentation best practices
- —Certificate creation (single, template, bulk)
- —Service task tracking
- —Process an endorsement
Session 6Renewals & RetentionSales & Service
To be confirmed · extended session · Topic: Renewal & account growth execution
Confirm audience before scheduling
- —Renewal management workflows — adding opportunities & tasks
- —Renewal management workflows — cloning a policy
- —Renewal management workflows — raters & applications
- —Renewal management workflows — renewal pipelines (AMS or MAC)
- —Cross-selling reports
- —Upsell indicator
- —Renew / rewrite / update status
- —Retention reports
- —Data quality tool / expired policy reports
Session 7Basic BillingBilling
To be confirmed · single session
Confirm audience before scheduling
- —Client billing — direct bill
- —Client billing — agency billed paid in full
- —Invoicing & payment recording
- —Issuing payment to carrier / MGA
- —Entering endorsements (positive or negative)
Session 8Advanced BillingBilling
To be confirmed · single session
Confirm audience before scheduling
- —Agency billing with outside financing
- —Generating a finance contract (PremFi)
- —Finance breakdown tool
- —Generating invoices with receivables for multiple policies
- —Pass-through payments — payments received from insureds payable to carriers / MGAs
Session 9Agency CommissionsCommissions
Admin / accounting team · single session
- —Agency commission rules
- —Agency commission reconciliations
- —Importing statements — data import tool
- —Importing statements — Momentum AI
- —Issuing payment to carrier / MGA & netting agency commissions
- —Agency commission reporting — interactive
- —Agency commission reporting — A/P & A/R reports
Session 10Agent CommissionsCommissions
Admin / accounting team · single session
- —Agent commission rules
- —Split rules
- —Reconciling agent commissions
- —Agent commission reports
Session 11ReportingReporting
All users based on roles · single session · Topic: Highlight key reports
- —Agency overview
- —Interactive reports
- —Momentum AI reports
Session 12OptimizationOptimization
To be confirmed · single session
Confirm audience before scheduling
- —Efficiency shortcuts
- —Momentum AI
- —Momentum Toolbox

Part G Category Election & Delivery Tracker

Completion for each session is tracked per agency, grouped by category. Status values: Not Started · Scheduled · In Progress · Completed.

—Enter the agency name at the top of the Part G Category Election & Delivery Tracker.
—Set the status for each session: Not Started, Scheduled, In Progress, or Completed.
—Enter the scheduled date once a session is booked, and the completed date once it is delivered.
—Any audience marked to be confirmed must be documented and confirmed before scheduling.
—Use the category summary tab for roll-up progress by category.