Course By: Growth in Motion
ABOUT THE COURSE
CPD Accreditation detail
Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 2 CPD hours
CPD Accreditation Number: IOB135
COURSE DESCRIPTION
The following topics are covered in this course:
Determining the client’s risk exposure
- Gather information from the client by asking relevant questions.
- Establish insurable interest, previous claims loss history, previous insurance information and the personal financial status of the client.
- Identify the areas of risk to which the client is exposed.
Applying underwriting criteria
- Compare the types of cover available to the client.
- Different products that may be considered.
- Examples of a comparison of multi-peril cover.
- Examples of a comparison of types of cover.
Determining a commercial client’s risk exposure
- Gather information from the client by asking relevant questions.
- Establish insurable interest, previous claims loss history, previous insurance information and the personal financial status of the client.
- Identify the areas of risk to which the client is exposed.
