| How a GI policy is 'built' influences everything

Especially when it comes to the protection it provides

DISCOVER THE TRUE 'ANATOMY' OF A POLICY in this course, why it's important to appreciate, and the tools that will help you better advise, sell and pursue insurance outcomes for your customers

| What you'll learn

This course delivers 5-key outcomes essential to understanding your core product - the GI policy

  • Why the contractual nature of a policy is of critical importance

  • How appreciating a policy's 'anatomy' improves your ability to give professional advice on policy terms, application and response

  • Key tools to use (right now!) to radically accelerate your product knowledge and customer service

  • How to better advocate in policy disputes, with renewed confidence and focus on the terms that matter

  • Case studies and illustrations on what to do and when to do it

| Explore the course curriculum

    1. Why this topic?

    2. How to use this course

    3. Workbook (DOWNLOAD AVAILABLE)

    4. Before we begin...

    5. Let's get ready

    1. THIS MODULE: Fundamentals matter

    2. LESSON: Policy as a legal document

    3. LESSON: Legal and practical consequences

    4. LET'S REVIEW

    1. THIS MODULE: The 'anatomy'

    2. LESSON: The 'anatomy' of a policy

    3. OUTCOME: The policy approach

    4. RESOURCES: Case study (DOWNLOAD AVAILABLE)

    5. CASE STUDY: Lawson Homes

    6. ACTIVITY: What's your approach?

    7. REVIEW: Practical lessons

    1. THIS MODULE: Building a policy toolkit

    2. LESSON: Tool #1

    3. CASE STUDY: Tool #1

    4. ACTIVITY: Apply your knowledge

    5. LESSON: But wait... there's more!

    1. THIS MODULE: Another KEY tool

    2. LESSON: Tool #2

    3. CASE STUDY: Tool #2

    4. ACTIVITY: Apply your knowledge

    5. LESSON: #Bonus tool

    6. YOUR TURN: Case study analysis

    1. THIS MODULE: Our final policy tool

    2. LESSON: Tool #3

    3. CASE STUDY: Tool #3

    4. ACTIVITY: Let's have some fun

    5. ACTIVITY: Apply your knowledge

About this course

  • 37 lessons
  • Real case examples
  • Applied learning exercises
  • Certificate of completion | Points accreditation

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 with 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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