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.


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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

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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