Module 0: Foundations - Getting Started Foundations

Insurance building involves a lot of moving parts: customers, insurers, estimators, supervisors, coordinators, trades, finance, documentation, approvals, scheduling, and compliance requirements. Loop brings all of that together in one central system, cutting down on admin, double handling, and disconnected processes.

What this Course Covers

Foundations is made up of three core modules:

1. Project Set-up and Job Fundamentals — the core building blocks of setting up and running a job in Loop.
2. Communication and Job Management — keeping customers, insurers, and your team aligned as a job progresses.
3. Documentation and Compliance — managing the records, approvals, and compliance requirements tied to a job.

You don't need to remember everything the first time through. The Insurance Builder pathways and Loop Logics Help Center are there for you to come back to whenever you need support or a refresher.

FAQ

• Do I need to complete this module before the others? We recommend Yes. This module is the orientation for the rest of the course, so it's worth watching before you move into Project Set-up and Job Fundamentals.
• What if I don't remember everything from this course the first time? The Insurance Builder pathways and Loop Logics Help Center are designed for you to revisit whenever you need a refresher
• Where do I go next? Continue to the Project Set-up and Job Fundamentals module to start working in Loop Logics itself. From there, Foundations will point you toward role-based training suited to your position.
• Who is Loop Logics built for? Loop is built for insurance builders and trades businesses. Covering everyone involved in a job: customers, insurers, estimators, supervisors, coordinators, trades, finance, and the people managing documentation, approvals, scheduling, and compliance.