wdt_IDTRAININGSUBSECTIONDATE/MONTHCATEGORY LEVEL
1 INTRODUCTION TO MARINE INSURANCE • Underwriting Principles in Marine insurance
• Institute Cargo Clauses (Simplified).
• Marine Insurance Claims.
• Marine Hull Underwriting and Claims.
• Marine Loss Assessment.
• Case studies.
12th & 13th March, 2020 Junior and senior Junior and senior staff with experience less than 5 years.
2 MEDICAL INSURANCE: PRODUCT DEVELOPMENT CYCLE. 26th & 27th March, 2020
3 USES OF LIFE ASSURANCE & INVESTMENT PRODUCTS • Family protection
• Partnership protection
• House purchase
• Financial Planning
• Retirement Planning
• Investment
• Education
• Credit protection
• Key person insurance
• Funeral Expenses
• Tax planning
• Case studies.
16th & 17th April, 2020 Junior and senior staff with experience less than 5 years
4 HOW TO GROW YOUR AGENCY • Customer Service.
• Principles of Insurance.
• Insurance Underwriting
• How to Award Insurance Misselling.
• Ethics.
• Case Studies
From 27th April, 2020 All Insurance Agents.
5 ENGINEERING AND CONSTRUCTION INSURANCE • The factories Act
• Boiler Insurance
• Machinery Breakdown insurance
• Erection ‘’All Risks’’ insurance
• Business interruption insurance
• Electronic Data Equipment insurance
• Contractors “All Risks” insurance
• Case studies
12th to 15th May, 2020 Middle Management.
6 ANNUAL INSURANCE QUIZ COMPETITION 29th May, 2020
7 REINSURANCE BASICSREINSURANCE CONTRACT
& CLAUSES REINSURANCE TECHNICAL
ACCOUNTING
11th & 12th June, 2020 Junior and senior staff with experience less than 6 years
8 BROKERS TRAINING From 23rd June, 2020 All Insurance Brokers.
9 MEDICAL INSURANCE: FRAUD DETECTION. 29th & 30th June, 2020
10 PRACTICE OF LIFE ASSURANCE Proposal forms
• General questions
• Specific questions
• Material facts
• Signature and declaration
Underwriting
• Non-medical underwriting
• Medical underwriting
• Financial underwriting
• Impact of HIV/AIDS on Life Assurance
Underwriting
Acceptance terms
• Standard
• Loaded
• Postponement
• Declinature
• Letter of Acceptance Premium rating
and calculations
The policy
• Meaning
• The heading
• The preamble or recital clause
• Exceptions/exclusions
• Condition and provisions
• The policy schedule
• The signature or attestation clause.
Policy Administration
• New business
• Stamp Duty
• Renewals
• Beneficiary changes
Life Office Valuations
• Surplus
• Reserves
• Bonuses
Claims procedures
• Maturity
• Death and disability
• Small claims
• Surrenders
• Retirement Benefit
TBA Junior and senior
staff with experience
less than 5 years
wdt_IDTRAININGSUBSECTIONDATE/MONTHCATEGORY LEVEL