ProfITsoft regularly organizes training programs for specialists of insurance companies.
The training is conducted using its own platform — a comprehensive insurance company automation system.

Course Description:

• The course consists of 24 lectures.
• Practical sessions and assignments are included.
• The course concludes with a comprehensive test.
• Upon completion, ProfITsoft issues certificates for administrators of the insurance company automation system

Course Topics:

1. Insurance Theory. Key terms and business processes in insurance companies.
2. Administration. Setting up the sales network, creating users, registration requests, configuring access rights.
3. Counterparties and their classification. Contracts: entry and search.
4. Agency contracts. Setting up commission rewards, authorizations.
5. Form accounting. Contracting on forms, accounting for original contracts.
6. Underwriting. Configuring contract verification and approval rules.
7. Product configurations and Tariff plans. Product and formula constructor.
8. Contract printed form setup. Document templates.
9. Master contracts. Contract import module.
10. Supplementary agreements. Contract termination, batch processing.
11. Finance. Accruals and payments, payment imports, and linking.
12. Commission reward accrual and payment.
13. Claims handling. Damage notifications, insurance cases, insurance acts, settlement authorizations.
14. Direct settlement. Regression implementation.
15. Claims Constructor. Expense items, document configuration in claims handling.
16. Health insurance (DMS). Contract entry, assistance, and DMS claims handling.
17. Facultative Reinsurance. Inward and outward reinsurance.
18. Obligatory Reinsurance. Inward and outward reinsurance.
19. Financial monitoring. Controlled entities, configuration, and verification process.
20. Reports. Overview of key system reports and their formation features.
21. MTIBU. MTIBU data export configuration, integration with the “Electronic Policy” system.
22. System Log Overview. Notifications.
23. API. System services overview, authentication, API setup, API service call log.
24. Online store and Client access (IMCD). Configuration and use.