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General Insurance Agent Training

General Insurance Agent Training
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

General Insurance Agent Training provides practical tools to grasp French IARD and life insurance products, create precise client risk profiles, and offer clear, compliant recommendations. Discover how to conduct structured reviews, oversee portfolios across three years, process claims assuredly, and implement robust ethics, documentation, KYC, and AML practices to enhance client retention, foster trust, and achieve enduring success in a competitive marketplace.

Elevify advantages

Develop skills

  • Client risk profiling: quickly assess needs for home, auto, life and business.
  • Claims handling workflow: manage end-to-end claims with clear client updates.
  • Ethical sales and compliance: avoid mis-selling and document advice correctly.
  • Cross-selling mastery: time and frame life offers to grow IARD client portfolios.
  • CRM and retention tactics: schedule reviews, track files and boost renewals.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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