We offer different types of training and coaching sessions for individuals or groups and tailor the material according our client’s specific needs. Whether you feel that you or members of your sales force need some guidance on how to successfully present applications to the insurance carriers or would like to know more about specific underwriting principles or processes we can help you. Some of our training sessions have been approved for continuing education credits with various governing bodies.
We currently have a presentation which was just approved for 2020 with a weight of 2 credits in the insurance of persons category under the CSF in Quebec. This is available in both English and French.
Underwriting from A to Z
(Insurance of persons category)