Professional Insurance Training
Master professional insurance for SMEs and private clients. Gain skills in risk assessment, policy design, French and EU regulations, and client advising to build strong coverage, meet legal requirements, and provide reliable advice. This course equips you to handle real-world insurance needs confidently and compliantly.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Professional Insurance Training provides practical tools to analyse client risks, structure custom coverage, and handle French and European regulations confidently. You will learn to evaluate personal and business needs, compare quotes beyond cost, explain exclusions clearly, document advice properly, and manage renewals for compliant, transparent recommendations that meet practical demands.
Elevify advantages
Develop skills
- Design SME and private insurance programmes: clear, tailored coverage in days.
- Analyse contracts and limits: align policies with client and legal duties fast.
- Navigate French and EU insurance rules: apply IDD, GDPR, and duty to advise.
- Run compliant advisory files: fact-find, suitability letters, and audit-ready records.
- Explain claims, exclusions, and options: guide clients to informed decisions.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
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