25.14.26
This website uses cookies to ensure you get the best experience on our website. Learn more

Personal Lines STEP 1

Sequential Training Essential for Progression and Success (STEPS) is a program designed to help onboard underwriting teams and progress them more easily from one role to the next within the department. The program uses a blended learning approach of eLearning modules, job aids, virtual instructor-led sessions, and the support of success partners and managers to ensure underwriting teams are onboarded and upskilled in the most reasonable amount of time.

 

Personal Lines STEP1 introduces personal lines underwriting systems and basics of personal lines underwriting. 

 

This learner has completed all the requirements, passed all the assessments, and successfully graduated from the PL STEP1 Program. 

Skills / Knowledge

  • Intact Personal Lines Systems Knowledge
  • Personal Lines Underwriting Basics
  • Communication
  • Change Management

Issued on

August 2, 2024

Expires on

Does not expire

Earning Criteria

Required

course

Completed over 25 hours of formal training provided by the Operational Performance Learning & Development team. 

experience

Worked with success partners and managers to implement on the job learning and complete all required assessments for STEP1.