Available now: on-demand | in -person | webinar

Do I have the correct insured?

A course to better understand the differences between business structures, and how their policy descriptions can 'make or break' cover.


ENROL TODAY


It's the simple things that often lead to the biggest problems...

Especially when it comes to properly describing insureds. 

In this introductory course, you step into a 'hypothetical', and assist a new customer obtain business insurance.  

However your instructions constantly change, challenging you to:

  • examine the meaning & legal impact of commonly-used business entities
  • appreciate their differences when it comes to insurance
  • determine ways to best describe each business structure on a policy
  • apply practical techniques to minimise drafting errors.

| What you'll learn

This course immerses you in a PRACTICAL SCENARIO, where you must get the insurance notations right for a new business customer. It delivers 5-KEY PRACTICAL OUTCOMES essential to understanding the legal and risk characteristics of common business structures (and why accurate endorsements are critical!)

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

  • The insurance 'dangers' lurking when dealing with policy notations and business names

  • What can happen if business descriptions on an insurance policy are inaccurate

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

  • Real-life case studies, ready reckoners, illustrations and opportunities to practice what to do and how to do it

| Explore (on-demand) 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
  • 0.5 hours of video content
  • Real case examples | interactive activities | review quizzes | final exam (80% pass)
  • Downloadable resources | BONUS lessons | ready reckoner
  • Certificate of completion | 1.5 hrs


What are my enrolment options?

[Course recommended as an introductory course. Huddle available.]

On-demand, self-paced course

Enrol a GROUP/TEAM for immediate access

CLICK HERE
In-person workshop


Book a LIVE workshop for your team

CLICK HERE
Webinar

Schedule a LIVE team webinar

CLICK HERE

What's included (on-demand course)

Training on demand | 12 months' access to enrolled students | downloadable resources

  • Video & interactive lessons

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

  • Live HUDDLE*

    *Option to add a live 30-min '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 challenged to solve actual insurance problems with court-decided solutions

  • Accountability

    Certificate of completion issued upon passing final (multi-choice) exam

  • Team building^

    ^Private, tailored courses and live webinar/workshop options available on request for teams to explore content and share ideas

Megan ORourke
B.A; Llb (Hons)

Meet your instructor

Megan is the founder of The Insurance Studio.

She has 30 years’ experience as an Australian insurance educator, lawyer, litigator, and insurance policy drafter, with her work recognised in the 'Best Lawyers' List and as a finalist in the Australian Law Awards.

Known for her engaging presentation style, Megan has spent the last 3 decades delivering in person and online training and education events for the general insurance & legal industries across Australia and New Zealand.

She is also an Adjunct Lecturer at the College of Law, Australia's premier post-graduate institution for legal practitioners.

Here's what some of our students
had to say...

"It was a really great session"

"Engaging, informative & challenging!"

"This was really helpful as it gave real, practical examples that we can apply to our daily work"


Take the next step. Let's talk today.

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