Professional Insurance Training
Gain mastery in professional insurance for SMEs and private clients. Develop skills in risk assessment, policy design, French and EU compliance, and client advising to create strong coverage, fulfil legal obligations, and provide reliable advice.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Professional Insurance Training equips you with practical tools to evaluate client risks, create custom coverage, and handle French and European regulations confidently. Master assessing personal and business needs, comparing quotes beyond cost, clarifying exclusions, recording advice, and managing renewals for fully compliant, clear, and practical recommendations.
Elevify advantages
Develop skills
- Design SME and private insurance programs with clear, tailored coverage quickly.
- Analyse contracts and limits to align policies with client and legal requirements efficiently.
- Navigate French and EU insurance regulations, applying IDD, GDPR, and duty to advise.
- Maintain compliant advisory files with fact-finds, suitability letters, and audit-ready records.
- Explain claims, exclusions, and options to guide clients towards informed decisions.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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