Duck Creek Billing Administration & Configuration

Module 1: Introduction to Duck Creek Billing

• Overview of Duck Creek Technologies and product suite
• Duck Creek Billing architecture and core components
• Billing system roles and responsibilities
• Navigation and user interface walkthrough

Module 2: Account and Policy Billing Setup

• Creating and managing billing accounts
• Linking policies to billing accounts
• Configuring billing instructions and payment plans
• Managing billing account hierarchies

Module 3: Payment Plan Configuration

• Designing and configuring payment plan structures
• Setting up installment schedules and due dates
• Managing down payment rules and minimum amounts
• Configuring payment plan eligibility criteria

Module 4: Payment Processing

• Configuring inbound payment methods
• Processing checks, ACH, and credit card payments
• Managing payment reversals and exceptions
• Configuring automatic payment and EFT setup

Module 5: Invoicing and Billing Cycles

• Configuring invoice types and formats
• Managing billing cycle schedules and cutoff dates
• Automated invoice generation and distribution
• Handling invoice adjustments and credit memos

Module 6: Delinquency Management

• Configuring delinquency plans and triggers
• Managing cancellation and reinstatement workflows
• Setting up grace periods and cure conditions
• Delinquency escalation rules and notifications

Module 7: Producer and Agency Billing

• Configuring agency bill and direct bill workflows
• Managing producer commission schedules
• Producer statement generation and reconciliation
• Handling producer payment disputes and adjustments

Module 8: Disbursements and Refunds

• Configuring outbound disbursement workflows
• Managing refund calculations and approvals
• Setting up return premium processing
• Reconciliation of disbursements and financial records

Module 9: Reporting and Financial Management

• Standard billing reports and financial summaries
• Configuring custom billing dashboards
• Financial reconciliation and audit trail management
• Monitoring billing KPIs and performance metrics

Module 10: Integration and Deployment

• Integration with Duck Creek Policy and Claims
• Third-party payment gateway configuration
• Testing billing configurations and workflows
• Deployment best practices and production support

Experience in the Industry Learn from certified DUCKCREEK BILLING – ADMINISTRATION & CONFIGURATION professionals with hands-on industry experience.

Backgrounds at the Top Our trainers hold relevant certifications and have worked on real-world implementations.

Clear & Effective Teaching All core concepts of DUCKCREEK BILLING – ADMINISTRATION & CONFIGURATION are explained with practical examples.

Hands-On Learning Focus Students gain practical experience through structured labs and projects.

Up-to-Date Knowledge Trainers keep content current with the latest platform releases and best practices.