| It's the simple things that can lead to the biggest risks...

Especially when it comes to policy notations

In this course you step into our 'hypothetical' to assist a new business customer. Your instructions continually change, challenging you to examine commonly-used business structures, how best to describe and note them on a policy, and practical techniques to minimize drafting errors

| What you'll learn

This course immerses you in a practical 'hypothetical', assisting a new business get their insurance notations right. Your client journey delivers 5-key outcomes essential to understanding the legal and risk characteristics of common business structures and why accurate policy descriptions are essential to secure cover

  • The fundamental differences between sole traders, partnerships, companies, trusts and joint ventures

  • The 'dangers' lurking with policy notations and business names

  • What can happen if business descriptions are inaccurate

  • The simple, yet practical steps to take to minimize errors when reviewing/drafting policy notations that describe business customers

  • Case studies and ready reckoners to help recognise what to do and when to do it

| Explore course curriculum

    1. Why this topic?

    2. How to use this course

    3. Workbook (DOWNLOAD AVAILABLE)

    4. Before we begin...

    1. CASE STUDY 1: Meet your new client

    2. ACTIVITY: Is your client covered?

    3. LESSON: When instructions are incomplete

    4. LET'S REVIEW

    1. THIS MODULE: Business names

    2. ACTIVITY: Does additional information help?

    3. LESSON: Sam & his business name

    1. THIS MODULE: Sole proprietors

    2. ACTIVITY: Using what we know

    3. LESSON: Sole proprietors

    4. QUIZ: Business names and ABN's

    5. LESSON: Practical insurance takeaways (DOWNLOAD AVAILABLE)

    1. THIS MODULE: Partnerships

    2. CASE STUDY 2: Sam and Samantha

    3. ACTIVITY: Does further information help?

    4. LESSON: Partnerships explained

    5. REVIEW: Partnership, risk & descriptions

    6. GET READY: Problems await you & Sam

    1. CASE STUDY 3: Sam is sued

    2. QUIZ: Who or what is Smith Plumbers Pty Ltd?

    3. LESSON: Australian corporations

    4. ACTIVITY: Is the business covered?

About this course

  • 36 lessons
  • Real case examples
  • Applied learning exercises
  • Certificate of completion

What's included

  • Video & interactive lessons

    Short, punchy lessons explain important concepts in real and relatable ways

  • Live HUDDLE*

    *Option to add a live 30-minute online 'huddle' with your instructor to obtain immediate feedback and review of material

  • Applied learning exercises

    Quizzes, revision exercises, real-life case studies, policy wording analyses and downloadable resources

  • Challenges

    Students of ALL EXPERIENCE LEVELS challenged to solve actual insurance problems with court-decided solutions

  • Accountability

    PD points accredited upon passing final (multi-choice) exam

  • Team building

    Private course and discussion groups for teams to explore content and share ideas

| Meet your instructor

Megan O'Rourke

Megan is the founder of The Insurance Studio. She has almost 30 years’ experience as an insurance lawyer, litigator and educator, with her work recognised in Australia's 'Best Lawyers' List and as a finalist in the Australian Law Awards. Known for her engaging presentation style, Megan has enhanced the knowledge of broker and underwriter audiences throughout Australia and New Zealand for over 20 years. She is also an Adjunct Lecturer at the College of Law, Australia's premier post-graduate institution for legal practitioners.

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