Duck Creek Policy Fundamentals & Configuration

Module 1: Introduction to Duck Creek Policy

• Overview of Duck Creek Policy within the product suite
• Policy management concepts and insurance terminology
• Duck Creek Policy architecture and system components
• User interface navigation and policy workspace overview

Module 2: Policy Lifecycle Management

• Policy quoting, binding, and issuance workflows
• Managing policy endorsements and mid-term changes
• Policy renewal management and automation
• Policy cancellation and reinstatement processes

Module 3: Product Model Configuration

• Introduction to Duck Creek product model framework
• Configuring lines of business and coverage structures
• Managing coverage terms, conditions, and exclusions
• Product model versioning and effective dating

Module 4: Risk and Exposure Configuration

• Configuring risk types and exposure structures
• Managing risk entry screens and data capture
• Setting up risk validation rules and eligibility
• Handling complex risk hierarchies and relationships

Module 5: Underwriting Configuration

• Configuring underwriting rules and eligibility criteria
• Managing underwriting approval and referral workflows
• Setting up authority levels and approval thresholds
• Handling declinations and conditional approvals

Module 6: Rating Integration

• Understanding Duck Creek Policy and Rating integration
• Configuring rating calls and data exchange
• Managing rating factors and override rules
• Testing and validating rating results in Policy

Module 7: Document and Correspondence Management

• Configuring policy document generation templates
• Managing declaration pages and policy forms
• Setting up automated correspondence workflows
• Document delivery configuration and tracking

Module 8: Renewal and Retention Configuration

• Configuring automated renewal processing rules
• Managing renewal offers and pricing adjustments
• Setting up retention workflows and agent notifications
• Handling non-renewal and adverse action notices

Module 9: Reporting and Analytics

• Standard Duck Creek Policy reports and dashboards
• Configuring custom policy performance reports
• Monitoring policy KPIs and underwriting metrics
• Data export and integration with analytics platforms

Module 10: Testing, Deployment, and Support

• Unit and regression testing for policy configurations
• Managing policy deployment packages and versioning
• Go-live planning and post-deployment validation
• Production support and performance monitoring

Experience in the Industry Learn from certified DUCKCREEK POLICY – FUNDAMENTALS & 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 POLICY – FUNDAMENTALS & 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.