| Number
|
Session Name
|
Focus Name
|
Description
|
| 111
|
Equinox
|
System Tour
|
Log into wiki, find this curriculum. Demonstrate high level framework of Equinox, the quoting process, NFIP integration, auto-issuance. (browser)
|
| 112
|
Equinox
|
TorrentFlood Comparison
|
Side-by-side comparison of quotes and policy handling on TorrentFlood, use transfer/rollovers (browser)
|
| 113
|
Equinox
|
Underwriting Duties
|
What it means to be an NFIP underwriter (lecture + browser)
|
| 114
|
Equinox
|
Application Walk-through
|
Trainee logs into Gulf States demo, create applications for their home. (browser)
|
| 115
|
Equinox
|
Discussion
|
What are their concerns about Equinox? Underwriting? Afterwards, go over remaining schedule in wiki.
|
| 121
|
Document Review
|
Find Discrepancies
|
Use side-by-side images to identify discrepancies (PPT)
|
| 122
|
Document Review
|
Property Address Discrepancies
|
Show address and address on EC, refer to wiki to determine if they match (PPT)
|
| 123
|
Document Review
|
Public Records
|
Demonstrate use of public records (NETRonline) to match legal and descriptive addresses (lecture + browser)
|
| 124
|
Document Review
|
Resolve Legal Addresses
|
Give EC and application, resolve legal address discrepancies (solo activity/wiki quiz)
|
| 125
|
Document Review
|
Discussion
|
Confirm correct answers from quiz. Show how this works for cancellations and other transactions. (PPT)
|
| 131
|
Effective Dates
|
Calculate 30 Days
|
Calculate 30-day wait and 30-day grace period (PPT)
|
| 132
|
Effective Dates
|
Coverage Increase above Option B
|
Reverse-calculate 30-day wait for Renewal Quotes above option B, identify renewal billing time frames (PPT)
|
| 133
|
Effective Dates
|
Waiting Period Exceptions
|
NFIP rules regarding waiting periods, cash receipt, and certified mail, including exceptions. Demonstrate Map Revision Exception with FZD (lecture, PPT)
|
| 134
|
Effective Dates
|
Newly Mapped & Map Revision
|
Compare Application and FZD to determine eligibility for Newly Mapped and Map Revision (solo activity/wiki quiz)
|
| 135
|
Effective Dates
|
Discussion
|
Confirm correct answers from quiz. Discuss how effective date corrections will be discussed on day 2.
|
| 141
|
Foundations
|
Identify Foundations
|
Show images of specific foundation types, group will identify the foundation type from wiki (PPT)
|
| 142
|
Foundations
|
Foundation Safari
|
Use random addresses on realty websites (Zillow), find images and match to Foundation/Diagram Number (browser)
|
| 143
|
Foundations
|
Equinox App with Foundations
|
Demonstrate process of creating applications in Equinox from ECs, apply correct foundation, and refer to diagram numbers on ECs (lecture, browser)
|
| 144
|
Foundations
|
Create Apps up to Foundation
|
Trainees will create applications for Zillow properties up to selecting correct foundation (browser)
|
| 145
|
Foundations
|
Discuss Applications
|
Trainees will share their apps, discuss foundation questions
|
| 211
|
Interest and Coverage
|
Is It Insurable?
|
Show pictures of buildings with text showing defining Eligibility characteristics, ask the question if it's insurable. Give the answers and reasoning after. (PPT)
|
| 212
|
Interest and Coverage
|
What's the Occupancy?
|
Mixed use percentages, show more pictures and text, then ask question. Give answers and reasoning after. (PPT)
|
| 213
|
Interest and Coverage
|
Separation of Coverage
|
Builder's Risk, Additions & Extensions, Condo Units, Tenant coverage, Coverage Exclusions for Basements and Enclosures (lecture, PPT)
|
| 214
|
Interest and Coverage
|
Is It Properly Insured?
|
Give scenarios with images, have the trainee determine correct answer (solo activity/wiki quiz)
|
| 215
|
Interest and Coverage
|
Primary Residence
|
Share answers to previous section. Describe importance of Primary Residence, connect to wiki page (browser)
|
| 221
|
Elevation Certificates
|
Simple EC Entry
|
Trainees go back to previous applications, add elevations from example ECs, determine FFH (browser)
|
| 222
|
Elevation Certificates
|
Simple EC Validation
|
Walk through completed EC, use wiki to identify validation steps (browser)
|
| 223
|
Elevation Certificates
|
Importance of ECs
|
Elevations originally used for Legacy rating, still used for floodproofing, LOMA application. The importance of ECs, anything else Laura wants to cover in 20 minutes. (PPT)
|
| 224
|
Elevation Certificates
|
Complex EC Validation
|
Given EC and photos, trainees will determine if they are valid (solo activity, wiki quiz)
|
| 225
|
Elevation Certificates
|
Discuss EC Validation
|
Confirm correct answers to previous activity. Answer questions, discuss as group.
|
| 231
|
Policy Changes
|
Mortgagee Clause Change
|
Issue previous applications, then add mortgagee, instructors guide trainees, connect to wiki (browser)
|
| 232
|
Policy Changes
|
Guiding Agents
|
Instructors play agent, trainees guide through any policy change process using "Do You See" (browser)
|
| 233
|
Policy Changes
|
DEQ Processing
|
Demonstration of DEQ (lecture + browser)
|
| 234
|
Policy Changes
|
Yellow or Green?
|
Scenario-based questions, identify who would complete, agent or underwriter, and what effective date would be applied (group quiz)
|
| 235
|
Policy Changes
|
Policy Assignment
|
Name changes and the use of the Policy Assignment form, including primary residence. (browser)
|
| 241
|
Coverage Changes and Renewal Quotes
|
Renewal Quotes
|
Practice calculating effective dates, when is the last day for quote/bill based on amounts (PPT)
|
| 242
|
Coverage Changes and Renewal Quotes
|
Coverage Changes
|
Mid-term changes, practice calculating effective dates for quote, when last C/R date is (PPT)
|
| 243
|
Coverage Changes and Renewal Quotes
|
Changes, Corrections, and Cancel Rewrites (Oh My!)
|
Lecture about NFIP policy changes and how to calculate correct effective dates (PPT)
|
| 244
|
Coverage Changes and Renewal Quotes
|
Final UW Test
|
A "Final Test" of knowledge that covers most of the concepts applied. (solo activity/wiki quiz)
|
| 245
|
Coverage Changes and Renewal Quotes
|
Discuss Final UW Test
|
Go over correct answers, discuss any final concepts.
|
