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6 Steps For an Effective Duck Creek Onboarding  

The insurance industry is among the fastest-growing sectors contributing huge economic revenue. If you are planning to venture into the industry, you need to know plenty of things, such as the risks and the different software you can use for claim management. 

Duck Creek has software that helps insurance agencies develop suitable insurance packages, processing digital claims and digital process claims faster. Notably, the software works similarly to a CRM and aids casualty insurers in digitizing processes and engaging with their customers, which results in improved service.  

Also, you can use it in onboarding new customers by following effective steps, which include; 

1. Setting Goals 

Before you start a duck creek training program for your employees, it is essential to develop metrics to help you know whether the duck creek implementation was successful. The metrics can be measured through productivity regarding the number of policies issued and how quickly managers can develop new policies and process claims.  

Also, you can conduct tests to check whether the duck creek will be effective and fast. 

A few months into the onboarding process, you can review whether the goals set have been achieved and things you need to change in your onboarding program to ensure employees get the full benefits of the duck creek onboarding process.  

2. Identify the Stakeholders and their roles 

If Duck Creek’s onboarding process is tailored to an employee’s role, it must incorporate the contextual knowledge they need to do their job. To ensure a fast and comprehensive onboarding experience at Duck Creek, insurers should place end users on their role-based learning paths. 

Tailoring the onboarding process to each end user’s role ensures that the insurer delivers the most comprehensive and specific Content. Organizations can easily achieve this by designing a segmented path that organically brings together the process, product, and service information required for each new hire.  

Additionally, as employees in different positions and departments have unique needs and requirements as part of the onboarding process, companies must ensure their segmented paths are flexible and adaptable.  

3. Utilize The Duck Creek Resources 

Leveraging Duck Creek’s training, Content, and resources helps new hires quickly become familiar with the Duck Creek platform and get the most out of it efficiently and effectively. As Duck Creek continues to refine and expand its training, Content, and resources, each new hire leverages those resources to make the onboarding and training process easier and more successful.  

4. Using A Digital Platform 

A digital adoption platform is an essential tool that enables companies to provide their users with rich and personalized onboarding experiences. The platform integrates directly with the Duck Creek software application, giving new users access to tutorials, documentation, and learning modules to aid onboarding. The platform also includes analytics that provides insight into how users interact with Content, allowing businesses to identify potential problem areas.  

By leveraging an integrated digital adoption platform with Duck Creek’s onboarding process, organizations can ensure their users’ highest level of support as they learn to use the technology. 

In addition, a digital adoption platform can help reduce an organization’s overall costs by eliminating the need to dedicate resources to developing custom training solutions. The platform is designed to support fast and efficient onboarding and avoid potential delays in setting up new users.  

Besides, organizations can use the platform to keep up with software and service changes and ensure users always receive the latest version of onboarding materials. 

5. Incorporate Content that supports Employee Performance 

Content supporting employee performance is a powerful step for Duck Creek Insurance onboarding as it reduces training costs, maximizes learning, and is an ongoing resource for new hires. Performance support content also helps bridge the gap between training and effective job performance. 

Duck Creek Insurance Onboarding support content comes in various formats, including tutorials, videos, online guides, and quick-start guides. For example, you can use tutorials to guide employees step-by-step through tasks and processes in the Duck Creek system. Videos can be used to quickly introduce new hires to the system and provide a visual learning opportunity. The online guide provides a comprehensive overview of the entire Duck Creek system and details topics and features. A quick start guide helps new hires get up and running quickly. 

In addition to performance support content in the above formats, a mobile version of the Content may also be created to support employees on the go. This will give new users of Duck Creek access to information even when they are away from their desks. Additionally, you can integrate your language support system so your employees can access Content in their native language.   

6. Monitor Progress 

Monitoring progress is critical to ensure the successful implementation of Duck Creek Onboarding in insurance companies.  

Identifying, documenting, and evaluating progress from initial implementation plans to final implementation results is essential. This helps companies track progress and identify areas that need improvement. It also allows stakeholders and teams to celebrate their successes and accomplishments. 

When monitoring progress, it’s vital to track data about onboarding-related activities, such as the number of new customers acquired, customer satisfaction, and time required for onboarding.  

Tracking customer feedback and concerns is critical to a successful Duck Creek onboarding. Organizations should survey customers after each onboarding activity and review feedback regularly to ensure the process meets customer needs and expectations. 


The six steps above will ensure that your duck creek onboarding process is smooth. Also, it will reduce the costs that the business will incur by using a different method. The onboarding process also saves time and results in a successful product that increases customer satisfaction. 

Furthermore, the steps ensure compliance with industry standards and regulations. Proper onboarding is invaluable to businesses and should be addressed. You can also research factors hindering a smooth onboarding process and find solutions. Also, consulting businesses using duck creek will help improve the onboarding process. 

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