Welcome to Sales and Customer Facing Functions Competency Courses!

This group focuses on the following areas of competencies:


  • Understand customer needs and motivation for purchasing insurance cover.
  • Increase sales activities.
  • Successfully advise on, and sell insurance.
  • Apply their knowledge to common cases and requests that they deal with on the job.
  • Successfully advise on, and sell insurance.
  • Ensure the fair treatment of customers through ethical behaviour and proper conduct of business.
  • Fulfil customer expectations in the insurance sector.

This course is recommended for:


  • Customer facing staff working with insurance and life assurance companies, branches and brokers.
  • Insurance sales representatives.
  • Financial planning advisors
Enrollment Info:

  • identify the typical life stages of prospective customers and their financial planning requirements and constraints at each stage.
  • describe the role of the financial planning advisor in providing life assurance as a solution to the customer’s needs at each stage of the lifecycle.
  • apply this knowledge to create sales opportunities
  • conduct a fact-finding meeting with the prospective customer.
  • outline the different types of life assurance protection plans.
  • outline between the different types of savings plans.
  • apply the above product knowledge in different scenarios
  • prepare a written recommendation for the product and explain the recommendation and why it has been selected.
  • explain all the material information to the customer including the risk and reward balance, policy charges, right of cancellation, complaints policy etc.
  • handle objections and barriers raised by the prospective customer.
  • outline the steps in fulfilling the order.
  • Explain material facts to the proposer and the consequences of non-disclosure and misrepresentation.

profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion forum

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • describe the broad categories of risks facing businesses and identify those that can be insured.
  • differentiate between the role of independent and tied intermediaries when advising and how each can meet client needs.
  • apply this knowledge to create sales opportunities .
  • conduct a fact-finding meeting with the prospective customer .
  • describe the features of packaged and combined policies and their benefits for businesses .
  • prepare a quotation for a general insurance product.
  • explain all material information to the customer including the key terms and conditions of insurance, duties of the insured, right of cancellation, complaints policy etc..
  • handle objections and barriers raised by the prospective customer.
  • outline the steps in fulfilling the order.
  • explain material facts to the proposer and the consequences of not making a fair presentation of the risk to the insurer.

profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion forum

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • understand the personal insurance customer’s needs and motivation for purchasing insurance cover.
  • understand customer relationship management and its activities .
  • briefly outline the cover offered under householder’s combined, travel, personal accident, private health, legal expenses, pet, fine art and motor insurance.
  • be able to apply this knowledge to create sales opportunities through prospecting and lead selection, first contact, creating awareness and obtaining the interview
  • be able to advise customers on the application of key terms and conditions of personal lines insurance policies, calculation of sums insured and limits of indemnity.
  • know the order fulfillment process and the significance of the proposal form and other documentation

profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion forum

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • apply the basic principles of insurance to Motor Insurance in the UAE
  • know the material facts and information that underwriters need to assess a motor insurance proposal.
  • understand the main provisions of compulsory motor insurance in the UAE and its implementation.
  • explain the main features, terms and conditions of the Unified Motor Insurance Policies offered in the UAE
  • know the main factors affecting the acceptance and rating of risks for motor insurance.
  • apply the insurance rating as required by circular No. (24) of 2016 Regulation Concerning Unified Motor Vehicle Insurance Policies
  • know the processes involved in claims handling in motor insurance.
profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion fora

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

Special discounted price applicable only until 2nd July 2020

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • apply the basic principles of insurance to Health Insurance in the UAE
  • know the material facts and information that underwriters need to assess a health insurance proposal.
  • explain the main features, terms and conditions of private health insurance policies
  • explain the role of the various health insurance market participants and regulators.
  • understand the main provisions of the health insurance laws in Abu Dhabi and in Dubai.
  • explain and compare the features of the Health Insurance Products permitted by HAAD and DHA.
  • know the main factors affecting the acceptance and rating of risks for health insurance.
  • know the processes involved in claims handling including direct billing and reimbursement as the two claims settlement mechanisms under health insurance policies.
profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion fora

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

Special discounted price applicable only until 2nd July 2020

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • apply the basic principles of insurance to travel Insurance in the UAE
  • know the material facts and information that underwriters need to assess a travel insurance proposal.
  • know how travel insurance may be offered as standalone, connected insurance products, multi-trip and group travel.
  • explain the various sections of a travel insurance package
  • explain the terms and conditions of travel insurance policies offered in the UAE.
  • know the main factors affecting the acceptance and rating of risks for travel insurance.
  • know the information requirements and principles of rating of group travel schemes.
  • know the processes involved in claims handling in travel insurance.
profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion fora

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

Special discounted price applicable only until 2nd July 2020

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

Household Insurance

  • define the terms “Buildings” and “Contents” and what they include under household insurance.
  • be able to explain the cover available for buildings and contents.
  • be able to explain the basis of indemnity and Sums Insured under household insurance.
  • be able to explain the typical additional sections and extensions to household insurance policies.

Personal Accident Insurance

  • understand the purpose and scope of coverage of Personal Accident Insurance.
  • explain the benefits provided under PA insurance
  • explain the typical exclusions and conditions of PA insurance

Legal Expenses Insurance

  • understand the purpose and scope of coverage of legal expenses Insurance
  • know the different forms of legal expenses insurance policies available
  • know the conditions and insurers right of control of proceedings.

Pet Insurance

profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion fora

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

Special discounted price applicable only until 2nd July 2020

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • apply the principle of Treating Customers Fairly (TCF).
  • describe the pre-sales, policy servicing and claims requirements for TCF
  • describe the outcomes of TCF and how they can be measured with examples.
  • apply ethical behaviour and proper conduct of insurance business.
  • apply the standards in the code of ethics promoted by the CII in real life situations.
profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion fora

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

Special discounted price applicable only until 2nd July 2020

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions

Enrollment Info:

  • differentiate between internal and external customers of an insurance firm.
  • describe the insurance customer expectations and perceptions.
  • explain the importance of customer service to the insurance firm in the context of modern business.
  • describe the characteristics of, and challenges to provide, exceptional customer service.
  • describe customer service processes to receive, address and fulfill requests, handle complaints, record and share information.
  • understand key metrics and techniques to measure performance in customer service.
  • apply organization and teamwork in customer service
  • effectively communicate and interact with customers in an insurance environment.
  • evaluate customer feedback to improve service in the insurance sector.
profile image

Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner

Founder, Managing Director

Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.

Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.

Check out his profile here.

Interact with the tutor

30 hours of Guided Learning Hours through Virtual Live Classes

Weekly Schedule

Over 150 end of topic practice quizzes

Case studies and assignments

Grade Book

Boot Camp (Live virtual session)

Private Study

Interactive online lessons

Short videos explaining key concepts

Online viewing of powerpoint presentations

Practice exam with feedback

Links to further learning resources

Live class recordings

Mobile app

Group Dynamics

Discussion fora

Messaging

Group work

Profile sharing

Customer help line

Whatsapp group

prices

Special discounted price applicable only until 2nd July 2020

This price is inclusive of 5% VAT.

A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.

Enrollments are subject to our Terms and Conditions