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The Renewal Process

PIQ13
3.00 CPD Points
Price:
$240.00 +GST Non-member
$195.65 +GST Learning Partner
$150.00 +GST IBANZ Member

Learn Module Detail

This course will ensure you can spot the triggers that signal the review of an existing insurance programme for a client.

It will also provide tips and tools for handling the renewal process.

You will become familiar with the obligations of the parties involved in the review process at renewal time, and understanding the important steps in confirming covers with insurer, and documenting the process.

 

 

Objectives


  • Learn about tips to determine a renewal strategy
  • Discuss triggers that indicate policy change
  • Understand the insurance renewal process
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Level Five, 280 Queen Street, Auckland Central 1010

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