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Insurance Contract Fundamentals
An insurance contract should support clear conversations with your customer. Connect insurance mechanisms with their legal implications to analyse cover, explain commitments and identify coverage limits. Make your advice and case management more reliable.
- Duration
- 2 days 14 hours
- Code
- FMA01FR Code
Presentation
Insurance courses develop the knowledge and skills needed across the diverse insurance professions. They are designed to support steady, rapid progress.
This course on the main rules governing insurance contracts provides a grounding in how these contracts work.
Objectives
Operational objectives:
- Understand the fundamental legal rules of insurance.
- Understand the principles governing the operation of an insurance contract.
- Understand the contract life cycle, from formation to termination.
Program
1. Risk
- Definitions.
- Insurability.
- Risk selection.
2. The premium
- Setting the premium.
- Paying the premium.
- The insurer's management of funds.
3. Claims
- Notification by the policyholder.
- Determining the amount of compensation.
- Recovery actions.
4. The insurance contract
- Definition.
- Sources of insurance law.
5. Forming an insurance contract
- The parties to the insurance contract.
- Contractual documents.
- Sensitive clauses.
- The obligation to provide information and the duty to advise.
6. Changes in the contractual relationship
- Amendment.
- Transfer.
- Suspension.
- Termination.
7. Disputes
- Dispute resolution.
- Court jurisdiction.
- Appeal procedures.
Audience
This course is intended for insurance company staff.
Prerequisites
No prerequisites are required for this course.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.