1. Blue Goose Technology Solutions, Inc.
Where Insurance and Technology Meet

2. Your Blue Goose Team
Blue Goose Technology Solutions, Inc. Representatives:
Dana Richard Platt
Contact Information:
Office –
Mobile – –
Time Zone – Central
Home Base – Texas

3. On-site Expectations
Who should be attending these classes (Train-the-Trainer)
Responsible for proper training of client end-user staff
Ensure system implementation meets your business needs and properly tested
Gather and organize information to assist Blue Goose in a timely implementation
Track internal task of your team members to help project stay on task
Bought into major system change that is about to happen
Understands new system will be different and some end users are not going to be happy
Manage end-user expectation and the disruption a new system will cause
Manage internal time-lines to accomplish go-live goal
Understands going live will generate some level of user frustration and business chaos
Understands they must dedicate time using ExpertInsure and become knowledgeable of how it works
My training role
I am not an underwriter
I am not a your business analysts
I am not writing or rewriting your internal SOP’s
I am not your IT staff
I am not training on basic desktop task you should already know
Browsing your drive or desktop
Using PDF and other document viewers
Use of Outlook and other office products
Configuring your desktop

4. On-site Expectations Blue Goose Training Materials
Guides are a click-by-click format
Guides are designed around common business workflows
It does not document your internal business processes, only ExpertInsure specific processes
It assumes you have a basic knowledge of desktop task
I will not make underwriting decisions or show you how to rate, underwrite, etc…
“Basic User Guide” demonstrates common functionality and does not repeat itself in workflow guides
Will provide you with materials to use when training end users. Modify as you see fit.
Will train from BG training materials
What is covered this week
Common System Functionality
Quote Functionality
Bind Functionality
Endorsement Functionality
Cancellation/Reinstatement Functionality
Policy Issuance Functionality (If purchased)
System Customization
Advance Document Management (If purchased)
Claims Functionality (If purchased)

5. On-site Expectations Workshops
Performing tasks and playing with system
Question & Answers
Customizing or changing workflows
Meeting specific department needs
Data Migration
Not all data is migrated from your legacy system into ExpertInsure
Basic Insured, Agency & Carrier information is migrated
Documents are not migrated
Basic policy information is transferred only and the history of that policy is not transferred
Refer to legacy system for history details
Other items to make note of
I work from 8am to whenever
On Friday, I will leave your office earlier than normal to insure I can catch my scheduled flight

6. Client Specific Issues

7. Go-Live Date
Go live means you are using the system to process live transactions
You can go live as soon as you are ready
End - users are comfortable with the system
System is properly configured
Your go-live date can dramatically vary from the time of your train-the-trainer session, depending on customizations required to for go-live.
Train end-users 1-3 weeks before your scheduled live date
The Go Live date is a proposed live date to ensure we have a goal to shoot for
If we must reschedule for whatever reason neither party has done anything wrong
Be sure executive management team understand this may happen
Go live does not mean my job is done.
Your implementation is on-going
We can schedule training webinars
We will make system adjustments throughout the process
I am your point of contact during this phase
We should schedule Friday time-slot to schedule live date and what needs to be done to insure a successful live.
We should build a punch list of task to complete and prioritize them