Give your team a strong foundation in insurance with the Broker Basics pathway, covering the essential knowledge and skills every broker needs to succeed in the industry.
The Processes module introduces brokers to the core workflows of the industry, including new business, renewals, endorsements, claims, and credit control, building a strong foundation for day-to-day success.
The Common Documents module introduces brokers to key insurance documents, including policy wordings, schedules, invoices, certificates, proposals, renewal declarations, claim forms, and essential broker agreements.
The Legal Names module teaches brokers how to correctly identify and record legal entity names, ensuring accuracy in policies, contracts, and compliance documentation.
The Broker Remuneration module explains how brokers and brokerages earn revenue, covering commissions, fees, profit share agreements, and other income structures in the insurance industry.
The Premiums module introduces brokers to the fundamentals of insurance premiums, explaining what they are, how they are calculated, and the key factors that influence pricing.
The Premium Funding module introduces brokers to the concept of premium funding, explaining how it works, its benefits for clients, and its role in managing cash flow and affordability.
The Submissions module teaches brokers how to prepare and present strong insurance submissions, ensuring they provide underwriters with the right information to secure the best coverage for clients.
