Travel insurance: fundamentals and practice

A practical course for those who sell and service policies for people travelling abroad: insurance agents, brokers, and staff of insurance companies and travel agencies. You will learn what a travel insurance policy protects against, how to choose a programme for a specific trip, how to explain the terms and exclusions to the client honestly, and how to guide the client through an insured event.

Course programme

1. Why travel insurance is needed — risks abroad, the cost of medical treatment, when a policy is mandatory.
2. Legal framework and obligations of the parties — the insurance contract under the legislation of the Republic of Kazakhstan, material circumstances.
3. Products and the market — coverages, sum insured, territory, multi-trip policy, deductible, options and exclusions, price.
4. Organising insurance and the insured event — assistance, service and reimbursement schemes, documents, reasons for claim denials.
5. High-quality client service — identifying needs, a client memo, handling complaints, sales ethics.

What is included

• 5 video lessons of 9–10 minutes each with practical case studies;
• a PDF summary of each lesson;
• a test after each lesson and a final test of 50 questions;
• a certificate from the Association of Insurance Agents and Brokers.

Duration: 5 video lessons, 53 min of video + lesson tests and a final test.