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Online Learning Job Aid
Essential skills and tasks
Navigating successfully
modernLINK / AMsuite comparison —
Policy correspondence overview
Using the desktop to manage activities
Product training for recreational lines
Motorsports refer to sell sheet
Collector Vehicle refer to sell sheet
Boat refer to sell sheet
Yacht refer to sell sheet
Basic submission process (quoting) for recreational lines
Motorsports
Collector Vehicle
Boat/Yacht
Making changes to a recreational policy
Product training for residential lines
Site Built refer to sell sheet
Manufactured Home refer to sell sheet
Basic submission process (quoting) for residential lines
Dwelling Basic/Dwelling Special
Homeowner/Condo
Manufactured Home/Tenant
Making changes to a residential policy
Policy and account management
Cancellation transactions
Making changes to accounts —
Out of sequence and preemptive changes —
Renewal transactions
Viewing account and policy information
Access online learning modules from within AMsuite.
Access all of the job aids from the Resource Center: amig.com/amsuite/job-aids.
This material is proprietary, and is intended for agent training and should not be shared with potential or actual policyholders. To help explain this product to your customers, order free sales materials from
the Marketing Center. Coverage is subject to policy terms, conditions, limitations, exclusions, underwriting review and approval, and may not be available for all risks or in all states. Rates and discounts vary,
are determined by many factors, and are subject to change. Policies are written by American Modern Property and Casualty Insurance Company.
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© American Modern Insurance Group, Inc., 2016