THE VIGILIS GROUP PRESENTS: THE ABC’s OF SMALL BUSINESS GROUP INSURANCE (Part 1)
COURSE OUTLINE
- Video;
- Examination of presence* via the questionnaire at the bottom of the video window.
DESCRIPTION OF THE COURSE
THE VIGILIS GROUP PRESENTS: THE ABC’s OF SMALL BUSINESS GROUP INSURANCE (Part 1)
ACCREDITATION
5 CE credits
CONTENT
For the advisor who wants to take advantage of the small business group insurance market with a structured professional approach coupled with a comprehensive and rigourous process, this training session is for you.
Presented in simple terms but well documented, this 5 hours training session will provide you with a better understanding on benchmarking and customer relation management, how to navigate in the comparative analysis process and supporting documents and show you how to maximize client’s relationship. You will end up with a new visio that goes beyond the initial underwriting. Each step for a WIN/WIN relationship are reviewed.
THE SPEAKER
RICHARD DESORMEAU, president/CEO, The Vigilis Group
*HOW TO VALIDATE YOUR CONFIRMATION OF PRESENCE?
Please read carefully the information below. In order to get your CERTIFICATE OF PRESENCE you must answer successfully the questionnaire below to obtain your CE credits.
Repeatedly during your training, keywords will appear at the bottom of your screen. Once you have ENDED YOUR SESSION, click on the tab KEY WORDS at the bottom of the video. We recommend that you take note of the key words on a separate piece of paper. Only at the end will you have to validate them.
Please answer all the questions by typing all the keywords in the good order before clicking the button SUBMIT. You have a maximum of 5 attempts. To obtain your CE credits, you must answer all the questions correctly (100%).
This training session contains a supplemental questionnaire at the bottom of the video. To obtain your CE credits, you will have to answer all of the questions at the end of the training session and obtain a minimum grade of 60%. Again, we recommend that you take notes during the session.
Once the training is successfully completed, you will receive your certificate of attendance directly by e-mail in a PDF format.
IMPORTANT NOTE
To ensure that you have completed this training, the CDPSF records your attendance time online.