01
Insurance basics
Key concepts such as premium, sum insured, deductibles, exclusions, waiting periods and policy periods.
PARTNER ASSESSMENT
Test your insurance knowledge before you take the next step.
Use sample questions to revise product fundamentals, customer discovery, claims awareness and responsible insurance communication.
Become a partner
PRACTICE AREAS
What the assessment is designed to reinforce
02
Product awareness
Recognise the purpose and typical coverage structure of health, motor, travel, life and business insurance.
03
Claims situations
Understand the importance of prompt notification, evidence, documentation and communication with the insurer.
04
Responsible advice
Know the difference between explaining a product and guaranteeing an outcome that is ultimately governed by the policy wording.