flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This short course helps you confidently advise clients with clear, compliant suggestions. Learn key product basics, compare features and exclusions using reliable sources, estimate practical costs, and create customised protection plans. Practice effective conversation scripts, deal with objections, organise needs assessments, and handle follow-ups, documentation, and reviews for better long-term relationships.
Elevify advantages
Develop skills
- Mastery in insurance research: quickly find, verify, and apply official data.
- Client risk assessment: identify gaps and match suitable insurance options.
- Effective sales scripts: manage objections, build rapport, and close deals swiftly.
- Intelligent plan creation: combine policies, levels, and add-ons for actual budgets.
- Compliant follow-up processes: record, monitor, and review policies effortlessly.
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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