Mandatory Course
The mandatory course for the 2024-2026 reference period is entitled The Insured's Journey: A Road Punctuated by Milestones.
The main objective is to understand and implement best practices that agents and brokers use in their advisory role, and that claims adjusters use in real-life situations in order to explain and inform.
Get a head start on your reference period and take the mandatory course today!
The Insured’s Journey: A Road Punctuated by Milestones will make you a better professional. Using real-life scenarios, you will be asked to reflect on best practices, identify the gaps and issues the characters face, find solutions, and understand the importance of ethics in customer service.
The course has been divided into three separate modules, plus a final exam, and is available in three different versions. Each version has been adapted to the learning needs of one of the three industry certifications. Participants may choose from the following versions:
- Personal lines insurance agent of broker;
- Commercial lines insurance agent or broker;
- Claims adjuster.
Currently, only the personal lines insurance version is available. The others will be available for purchase on ÉduChAD before the end of 2024.