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The ten step process of client engagement and compliance for non-life insurance related advice (Personal lines)

R350.00 (incl. VAT)

This course focuses on the ten fundamental steps in the client engagement process when non-life advisors provide non-life insurance advice pertaining to personal lines to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their non-life insurance (personal lines) business in a very competitive environment.

Description

This course focuses on the ten fundamental steps in the client engagement process when non-life advisors provide non-life insurance advice pertaining to personal lines to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their non-life insurance (personal lines) business in a very competitive environment.