Effective Risk Presentations
- 3 CPD Hours
- Suitable for all levels
- Online or Face-to-Face Workshop
Summary
The Effective Risk Presentations course equips insurance professionals with the essential skills and knowledge to deliver comprehensive and compliant risk presentations. Tailored for brokers and related roles, the course emphasises the importance of understanding client needs, gathering accurate risk information, and meeting legal and professional standards.
Course Content
- Duty of Brokers
- Understanding of client and risk
- Questionnaires / proposals
- Collecting information
- What is a ‘fair presentation’?
- Material facts
- Disclosure of information
- Reasonable search
- What should a ‘fair presentation’ include?
- Property
- Business Insurance
- Liability
- ‘Fair presentation’ - Underwriting and claims processes
- How to make the ‘fair presentation’ effective
Learning Objectives
- understand the importance of making a fair risk presentation to insurers
- know which information should be included in a fair risk presentation, and how to effectively obtain this from a client
- be aware of the benefits of effective of risk presentations, for clients, brokers and insurers
Ready to book?
Simply complete the booking form with your details and a member of our team will be in touch with the next available dates.
Any questions?
If you’re not quite sure if this course is suitable or are looking for further information, call our team on 0117 244 7221.