Duck Creek Billing Configuration Training Course

Course overview

Duck Creek Billing teams are expected to translate product, finance and servicing requirements into billing behaviour that works reliably across new business, endorsements, cancellations, reinstatements and renewals. Small configuration errors can create incorrect installment schedules, unapplied cash, missed delinquency actions, reconciliation breaks or avoidable call-centre work. This course addresses the practical challenge of configuring Duck Creek Billing so that billing plans, payment processing, receivables controls and integrations support the insurer’s operating model and audit requirements.

Participants work through the configuration areas that govern billing accounts, payment plans, invoice production, transaction handling, payment allocation, delinquency, write-off and financial interfaces. They learn how to map business requirements into Duck Creek Billing configuration, define effective-dated rules, configure billing events and exception paths, trace transactions through the billing lifecycle, and test changes against realistic policy scenarios. The course also covers dependencies between Duck Creek Policy and Billing, API-led integration considerations, batch processing and configuration governance.

Instruction combines focused demonstrations with guided configuration labs in a Duck Creek training environment. Each participant builds and documents a configured billing scenario for a commercial or personal-lines product, including billing-plan rules, payment and delinquency handling, test cases and a deployment checklist. The resulting configuration workbook and test evidence provide a usable starting point for backlog refinement, change design or release preparation on the participant’s own programme.

The course is best suited to experienced insurance systems professionals who already understand policy administration or billing operations and now need to configure, test or govern Duck Creek Billing changes with greater independence.

Course objectives

By the end of this course, participants will be able to:

• Configure billing account and policy-billing relationships for new business, endorsement and cancellation transactions
• Design installment-based payment plans with due-date, down-payment, invoicing and effective-dating rules
• Map premium, fee, tax and adjustment transactions to Duck Creek Billing charge and receivable handling
• Configure payment methods, payment allocation priorities, suspense processing and returned-payment exceptions
• Build delinquency, cancellation, reinstatement, write-off and collection workflows aligned to servicing policy
• Trace billing transactions through invoices, account balances, cash application and financial reconciliation outputs
• Execute configuration test cases for mid-term policy changes, payment failures and delinquency scenarios
• Produce a billing configuration workbook, test pack and deployment checklist for a controlled release

Benefits of attending

Target competencies

Who should attend

• Duck Creek Billing Configurators — who translate billing requirements into maintainable system configuration
• Business Analysts — who define payment, collections and receivables rules for insurance products
• Billing Operations Managers — who need system controls to reflect service, delinquency and cash-application procedures
• Duck Creek Solution Architects — who govern dependencies across policy administration, billing and downstream finance systems
• QA and Test Leads — who must create realistic billing lifecycle and financial exception test coverage
• Finance Systems Analysts — who reconcile billing activity with general ledger, payment and receivables processes

Requirements and prerequisites

Participants should have working experience of insurance billing or policy administration and be comfortable with concepts such as premium, installment plans, receivables, refunds, cancellations, reinstatements and effective dates. Familiarity with Duck Creek Policy, Duck Creek Billing navigation, or an equivalent policy administration platform is strongly recommended. Participants should also be able to read basic configuration artefacts and follow transaction flows across integrated systems. Prior coding experience is not required, and this is not a software-development course; however, complete beginners to insurance operations or Duck Creek platforms should first gain foundational product and billing-process knowledge.

Training methodology

The five-day programme uses instructor-led walkthroughs of Duck Creek Billing functions followed by structured configuration labs. Participants analyse insurer billing rules, configure representative scenarios in a training environment, and validate outputs through invoices, balances, payment activity and exception cases. Group case work focuses on resolving conflicts between product requirements, customer servicing expectations and finance controls. Daily reviews connect configuration decisions to operational consequences. On the final day, participants complete an application-planning workshop that turns their course artefacts into a prioritised change or release plan.

Course outline

Day 1: Billing architecture and account foundations

• Duck Creek Billing architecture, core entities and transaction lifecycle
• Billing account structures and policy-to-account relationship models
• Policy billing versus direct bill operational scenarios
• Billing groups, account hierarchy and responsibility relationships
• Effective dating and configuration dependency management
• Premium, fees, taxes and adjustment transaction concepts
• Duck Creek Policy and Duck Creek Billing event interactions

Workshop: Participants map a sample insurer’s policy and account structures, then produce a billing-account design and transaction-flow diagram.

Day 2: Payment plans, invoicing and receivables

• Installment plan components, down payments and number-of-installment rules
• Due-date calculation, billing calendars and grace-period design
• Invoice generation, statement content and billing-cycle timing
• Charge patterns for premium, policy fees, installment fees and taxes
• Effective-dated payment-plan selection and plan-change handling
• Endorsement, rewrite and renewal impacts on installment schedules
• Account balance, receivable aging and invoice reconciliation views

Workshop: Participants configure and test two payment plans, producing expected invoice schedules for new business and a mid-term endorsement.

Day 3: Payments, cash application and exceptions

• Payment method configuration for cheque, card, ACH and electronic payments
• Payment allocation priorities across invoices, charges and policy balances
• Partial payments, overpayments, credits and unapplied-cash handling
• Suspense account processing and payment research workflows
• Returned payments, chargebacks and reversal transaction handling
• Refund calculation, refund approvals and disbursement considerations
• Payment integration touchpoints and Duck Creek Billing API considerations

Workshop: Participants run a cash-application case with partial payment, overpayment and returned payment events, documenting allocation and exception outcomes.

Day 4: Delinquency, collections and financial controls

• Delinquency rule design, aging thresholds and notice sequencing
• Cancellation for non-payment workflows and policy-system notifications
• Reinstatement conditions, fees and payment-clearance requirements
• Collections referral, payment arrangements and account status controls
• Write-off rules, recovery handling and approval governance
• General ledger extract requirements and financial reconciliation controls
• Batch processing, operational monitoring and exception-management procedures

Workshop: Participants configure a delinquency-to-cancellation scenario and produce a control matrix covering notices, approvals, reinstatement and write-off decisions.

Day 5: Configuration governance, testing and release readiness

• Duck Creek Author configuration organisation and promotion practices
• Configuration impact analysis across Policy, Billing, payments and finance
• Billing lifecycle test design and expected-results definition
• Regression scenarios for endorsements, cancellations, renewals and refunds
• Defect triage using transaction traces, invoice evidence and account balances
• Role-based access, audit evidence and configuration-change governance
• Deployment planning, rollback considerations and production validation checks

Workshop: Participants complete a capstone billing configuration pack containing requirements mapping, configuration decisions, test cases, evidence and a release checklist.

Tools & standards covered

Duck Creek Billing, Duck Creek Author, Duck Creek Policy, Postman

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions