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.