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

How to read & apply policy terms

A course that explores the true "anatomy" of a policy and the legal tools needed to skilfully apply its terms.


ENROL TODAY


How a GI policy is 'built' influences everything

Especially when it comes to the protection it provides. 

Building on the foundation laid by The PIM, this course explores:

  • the true 'anatomy' of an insurance policy
  • why it's structure & form matter
  • how they impact real-world outcomes
  • the tools you need to better advise, sell and deliver insurance results for your customers.

| What you'll learn

This course delivers 5-KEY PRACTICAL OUTCOMES essential for ANY insurance professional to better understand your core product - the GI policy

  • Why the contractual nature of a GI 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 wording disputes, with renewed confidence and focus on the issues that matter

  • Real-life case studies, 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...

    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
  • 0.5 hours of video content
  • Real case examples | applied learning exercises | review quizzes | interactive activities | final exam (75% pass)
  • Downloadable resources | BONUS tool
  • Certificate of completion | 1.5 hrs


What are my enrolment options?

[Recommended pre-requisite course : The PIM . 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 of ALL EXPERIENCE LEVELS 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...

"Learnt a lot!"

"The activities were very interactive, fun yet, still a good way to make our brains work"

"The examples were thought-provoking and the session was very interactive and practical"


Take the next step. Let's talk today.

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