Class of Business 1: Short-Term Insurance Personal Lines

Class of Business 1

Short-Term Insurance Personal Lines

R 490

By completing this program, participants will gain a comprehensive understanding of the personal lines products within the short-term insurance class of business. The course covers key aspects such as insurance principles, client needs analysis, underwriting criteria, and the claims process. From exploring risk evaluation to understanding applicable legislation and industry standards, this course equips individuals with the knowledge needed for roles in short-term personal insurance's dynamic and essential realm. Join us to navigate the industry's complexities and deliver effective solutions to clients.

Modules:
  • Module 1: Introduction to Short-Term Insurance
  • Module 2: Matching Client Needs to Short-Term Insurance Products
  • Module 3: Additional Risks and Underwriting Criteria
  • Module 4: The Insurance Quotation and Proposal
  • Module 5: Processing a Claim
  • Module 6: Code of Conduct for Short-Term Insurance