Keep learning with free resources during COVID-19. Learn more

Policy Management

MFP E-School MFP E-School MFP E-School
Skip to main content

Policy Management

1.    Introduction

The PIB and MTG Policy Management System is a powerful tool that enables users to manage policies, handle customer interactions, and facilitate efficient operations within the organization. Whether you are a broker responsible for policy management or a customer seeking to interact with the system, this curriculum will guide system users through the essential functionalities and processes.

Throughout this curriculum, users will embark on a structured learning journey, exploring various modules covering different system aspects. Each module is designed to provide step-by-step instructions, interactive demonstrations, and practical exercises to reinforce your understanding and application of the concepts.

2.    Purpose

The purpose of this curriculum is to provide a comprehensive onboarding experience for users of the PIB and MTG Policy Management System. By completing this curriculum, users will gain the necessary knowledge and skills to navigate and utilize the system effectively. The curriculum aims to align with organizational goals of increasing user proficiency and maximizing system utilization.

3.    Structure

The curriculum is divided into modules, each focusing on a specific aspect of the PIB and MTG Policy Management System.


Module 1: Call Me Back

Module 1: Call Me Back

  • Last Updated 28/06/23

Free

Module 1: Call Me Back

This course covers the Policy management call me back function. 

Module 2: Quick Quote

Module 2: Quick Quote

  • Last Updated 28/06/23

Free

Module 3: Registration

Module 3: Registration

  • Last Updated 13/06/23

Free

Module 3: Registration

   Our registration function allows you to ...

Module 4: CRM

Module 4: CRM

  • Last Updated 13/06/23

Free

Module 5: Policy Application

Module 5: Policy Application

  • Last Updated 13/06/23

Free

Module 5: Policy Application

   With the Policy Application function, you ...

Module 6: Amendments

Module 6: Amendments

  • Last Updated 13/06/23

Free

Module 6: Amendments

   The Policy Amendment Module is designed to equip participants with the necessary skills and knowledge to successfully navigate the process of amending...

Module 7: Verification

Module 7: Verification

  • Last Updated 13/06/23

Free

Module 8: User Admin

Module 8: User Admin

  • Last Updated 13/06/23

Free

Module 8: User Admin

The User Administration Module is designed to provide participants with the necessary skills and knowledge to effectively manage user accounts and policy packages...

© Copyright 2022. All Rights Reserved by MFP