About these courses

These foundation courses are intended for new joiners and employees who have not had formal training in insurance principles and practice. They can also be customized as onboarding courses.

Recommended for
New recruits and employees who have not had formal insurance training within the following functions:-
  • underwriting, operations, sales and customer service functions of an insurance company.
  • supporting and assisting brokers, client relationship managers and account executives with insurance brokerage firms and agentcies.
  • finance, governance, risk and compliance.

INT01 Introduction to Insurance

Topics:
  • Risk management and Insurance
  • Insurer's perspectives of risk
  • How insurance works: Risk pooling
  • The demand and need for insurance
  • Benefits of insurance
  • The main classes of insurance
  • The Insurance Market
  • The legal principles of insurance
Learning hours: 24
Enrollment Info:
Group Enrolments
This is for companies that wish to enrolment five or more persons. The group will be exclusively for company employees.
For further information and quotation please Contact Us
Individual Enrolment

INT02 Insurance Business Core Processes and Documentation

Topics:
  • The main insurance operations and processes including
  • Sales
  • Underwriting
  • Policy Administration
  • Claims
  • Reinsurance
  • The purpose, legal significance and contents of insurance documents:
  • Proposal Form
  • Insurance Product Information Document
  • Policy
  • Certificate of Insurance
  • Cover Note
  • Broker's Slip
  • Renewal Notice
  • Endorsement
Learning hours: 12
Enrollment Info:
Group Enrolments
This is for companies that wish to enrolment 5 or more persons. The group will be exclusively for company employees.
Online classes can be scheduled in 3 hour sessions during weekdays from 08.30 to 11.30 hrs.
In-person classes may be held on consecutive weekdays (6 hours) on premises provided by the customer or at our office in Dubai.
For further information and quotation please Contact Us
Individual Enrolment

INT03 Customer Service in Insurance

Topics:
  • Importance of excellent customer service in insurance
  • Insurance Customer expectations and perceptions
  • Customer service processes in insurance
  • Complaints handling
  • Handling customer information
  • Soft Skills for customer service
    • Effective communication
    • Creativity
    • Adaptability
    • Time management
    • Problem solving
    • Teamwork
Learning hours: 12
Enrollment Info:
Group Enrolments
This is for companies that wish to enrolment 5 or more persons. The group will be exclusively for company employees.
Online classes can be scheduled in 3 hour sessions during weekdays from 08.30 to 11.30 hrs.
In-person classes may be held on consecutive weekdays (6 hours) on premises provided by the customer or at our office in Dubai.
For further information and quotation please Contact Us
Individual Enrolment

INT04 Selling Insurance Professionally

Topics:
  • The insurance sales process
  • Customers' needs and wants
  • Difference between advised and non-advised sales
  • Successful face-to-face and telephone selling
  • Gathering information and good faith
  • Handling customer information
  • Quotation process - best practice and documentation
  • Handling objections
  • Post sale activities
  • Increasing sales activities
  • Treating customers fairly
  • Ethical conduct
Learning hours: 12
Enrollment Info:
Group Enrolments
This is for companies that wish to enrolment 5 or more persons. The group will be exclusively for company employees.
Online classes can be scheduled in 3 hour sessions during weekdays from 08.30 to 11.30 hrs.
In-person classes may be held on consecutive weekdays (6 hours) on premises provided by the customer or at our office in Dubai.
For further information and quotation please Contact Us
Individual Enrolment

INT05 Anti Money Laundering Awareness and Prevention

Topics:
  • How money laundering harms society​
  • Activities that constitute crimes of money laundering​
  • The stages of money laundering
  • Examples of money laundering methods
  • Vulnerabilities in Insurance​
  • Cases of money laundering in insurance​
  • The FATF and its recommendations​
  • Risk based approach to detect and prevent ML
  • Responsibility of senior management
  • Customer due diligence
  • Suspicious transaction reporting​
  • Screening and training​
  • Record keeping and retention
  • Evidence of compliance
Learning hours: 6
Enrollment Info:
Group Enrolments

This is for companies that wish to enrolment 5 or more persons. The group will be exclusively for company employees.

Online classes can be scheduled in 3 hour sessions during weekdays from 08.30 to 11.30 hrs.

In-person classes may be held on consecutive weekdays (6 hours) on premises provided by the customer or at our office in Dubai.

For further information and quotation please Contact Us
Individual Enrolment

INT06 Fair Treatment of Customers and Ethics

Topics:
  • Fair Treatment of Customers in Insurance
  • Pre-sales, Policy servicing and claims standards​
  • Outcomes of TCF and how they are measured
  • Examples of good TCF practices
  • Why ethics is good for business
  • Ethical conduct​ - the five principles
  • Case studies in ethics in insurance​
Learning hours: 6
Enrollment Info:
Group Enrolments

This is for companies that wish to enrolment 5 or more persons. The group will be exclusively for company employees.

Online classes can be scheduled in 3 hour sessions during weekdays from 08.30 to 11.30 hrs.

In-person classes may be held on consecutive weekdays (6 hours) on premises provided by the customer or at our office in Dubai.

For further information and quotation please Contact Us
Individual Enrolment