Profida Training

Overview Training & Guidance

We offer multiple flexible pathways to help your team become confident and proficient with Profida.

• Online Classrooms
• Manuals and Guides
• Dedicated Workshops
• In-Application Tips and Help
• Help Desk Support

Our well-crafted training, fine-tuned over two decades, enables users to achieve high proficiency in a short time.

Online Classrooms

Online Classrooms are structured according to department type and line of business.

• Learn everything about the parties involved from the sales to the underwriting and claim process
• Learn how easy it can be to have a highly productive workflow
• Learn all about document management
• Learn how to create quotations and convert them into policies
• Learn how to capture and track claims
• Learn how to authorise claims
• Learn how to amend policies
• Learn how to generate and email reports
• Learn to send out bulk communication to leads, prospects, clients, 3rd party suppliers and partners
• Learn to collect and receipt premiums and gain all kinds of other accounting skills
• Learn to process refunds and pay commission, fees...
• Learn to process individual and bulk policy renewals and increases
• Learn to run and interpret management reports
• Learn so much more to empower you to run your department and company the way you feel is most profitable

The video lessons in our classrooms can be done 24/7 from anywhere in the world.

Professional Instructors

Besides our online classrooms, we offer customised training and workshops by professional instructors, each bringing comprehensive expertise to the table.

• Each of our instructors is fully qualified and has many years of experience with Profida.
• They tailor every session to your company’s unique business processes, custom workflows, and insurance products.
• Dedicated sessions come in small boardroom settings as well as classrooms for large departments.