-
An easy-to-use model offering a systematic, 'best-practice' approach to policy interpretation & application
-
A step-by-step guide on how to navigate ANY policy term, improving your advice on insurance solutions, policy benefits and claims response
-
EXCLUSIVE 12-MONTH ACCESS to our ONLINE PIM TOOL to help you apply The PIM!
-
A new way of thinking to reduce errors & increase confidence when dealing with policy terms, endorsements, exclusions & claims
-
Real-life case studies, illustrations and opportunities to practice what to do and how to do it
Available now: on-demand | in-person | webinar
The 'PIM'
[Policy Interpretation Model]
A simple, yet effective way to navigate, understand & apply policy terms better.
Words matter...
Especially when it comes to insurance.
But policies are complicated documents with terms that can be difficult to understand and (sometimes) even harder to apply...
Wouldn't it be great to have a SIMPLE & EFFECTIVE guide
to help us navigate policy terms?
Allowing us to:
- APPLY them more consistently
- EXPLAIN them more concisely
- UNDERSTAND them more confidently
- AVOID mistakes and unnecessary disputes?
Well, now we do... introducing
The PIM!
A policy interpretation model designed to help you better understand ANY insurance policy term so that you can IMPROVE:
- your policy ADVICE
- your policy SALES
- your CLAIMS service & advocacy
| What you'll learn
The PIM is a short course that delivers 5-KEY PRACTICAL OUTCOMES essential for ANY insurance professional
| Explore (on-demand) course curriculum
-
-
Why do I need a model?
-
How to use this course
-
Workbook (Download available)
-
Before we begin...
-
-
-
Consider the source
-
Important policy signposts
-
Adopting a new approach
-
5 stages of The PIM
-
What's first?
-
Stages 1 & 2
-
Your turn: short assignment
-
-
-
Assignment solutions (download available)
-
Final PIM stages & analysis outcomes
-
-
-
Case study #1: Is this loss covered?
-
Activity: Examine & apply it!
-
Case study #2: A brand new term
-
Activity: Examine & apply it!
-
-
-
It's the model that counts
-
Demonstration: The PIM Tool
-
Access portal : The PIM Tool
-
Where to from here?
-
Download the PIM
-
Final thoughts
-
About this short course
- 23 lessons
- 1 hour of video content
- Applied learning & interactive quizzes | real-life examples | short assignment
- EXCLUSIVE ACCESS to the PIM TOOL | downloadable resources
- Certificate of completion | 1.5 hrs
Insurance training in fundamentals that matter.
AVAILABLE FOR INDIVIDUALS & GROUPS
PRICE: $90 + GST*
Normally: $165 incl. GST
*price per student for this on-demand course. Also available as a LIVE group webinar or in-person workshop (90 mins - prices quoted separately). Suitable for all insurance professionals including brokers, underwriters, claims officers, lawyers, contract managers of any experience level.
The Insurance Studio
On-demand, workshop & webinar students enjoy 12-months' EXCLUSIVE ACCESS to The PIM TOOL via our website.
A short, punchy course for a small (but powerful) investment.
- Reshape your approach to policy wordings
- Discover a simple model that works
- Practice new skills on real-life examples
- Leave with tools to streamline your practices
What are my enrolment options?
On-demand, self-paced course
INDIVIDUALS
Enrol for immediate access
On-demand, self-paced course
GROUPS
Enrol a group/team for immediate access
LIVE Webinar or workshop
GROUPS
Schedule your live event
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.
Don't just take our word for it...
Here's what some of our students recently had to say about The PIM
"I've never really broken down a wording that way... it really DOES make it easier to understand"
"I will definitely use this in the future"
"Highly relevant and informative ...Megan is always a fabulous trainer"