Course Title
Getting the Coverage You Need: A Guide to Preparing Quotes
Purpose
The purpose of the ‘Getting the Coverage You Need: A Guide to Preparing Quotes’ Training is for learners to
- refresh previous learnings about insurance ensuring they are retained and kept current
- increase awareness and mindfulness of the insurance needs analysis
- learn the basics of creating insurance quotes using various quoting softwares – AMP Elevate, BT, Zurich & MLC
At the end of this session, FPAs are able to:
- Understand and familiarise the Insurance Needs Analysis section of the Fact Find
- Prepare insurance quotes for clients (Stand alone, Linked, Flexi Link)
- Prepare and update an insurance quotes comparison spreadsheet
Date of Training
July 25 and 26, 2018
Scope
This training covers the following,
- Insurance Needs Analysis
- Review insurance terminologies (eg. benefits, riders, add-ons etc)
- Creating insurance quotes using various quoting softwares – AMP Elevate, BT, Zurich & MLC
Target Audience
This training is open to,
- those who need to re-acquaint and refocus themselves with insurance needs analysis and creating quotes using various quoting softwares – AMP Elevate, BT, Zurich & MLC
- those whose clients might be considering to outsource these tasks and have this course beneficial to the Financial Planning Assistant
Duration
This training is approximately a two (2) hour session.
Responsibility
All VBP employees within the training team, support group and operation employees identified to have the potential to be assigned to train this topic.
