Tales from the brokerage A/T Risks – Season 1 – Episode 1 – “Road bumps”
Description
In this first episode of the series Tales from the brokerage: A/T Risks , titled Road bumps,” you’ll meet Max Courches, a damage insurance broker.
He finds himself before the Discipline Committee of the ChAD after failing to properly assess the needs of a tanning salon owner.
Over the course of this 15-minute training session, you’ll discover the chaotic consequences of his lack of diligence—for both himself and the insured.
The character of Marie-Claire, a compliance lawyer, will guide you throughout the story, sharing best practices to adopt in such situations.
Needs analysis and the duty to advise are at the heart of this episode, which also covers topics such as commercial insurance, civil liability, property and transport insurance, and road accidents.
- Understand the scope of the obligation to inquire into the client’s situation.
- Recognize the importance of following up on client instructions.
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Understand what constitutes a false statement.
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Understand how the Discipline Committee analyzes cases during a disciplinary hearing.
General objective
Remind best practices related to the duty to advise for damage insurance agents and brokers, particularly the obligation to analyze the client’s needs.
Specific objectives
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Understand the scope of the obligation to inquire into the client’s situation.
-
Recognize the importance of following up on client instructions.
-
Understand what constitutes a false statement.
-
Understand how the Discipline Committee analyzes cases during a disciplinary hearing.