HOLIDAYS

Please note that ChAD will be closed from December 23, 2024 4:30 p.m. to January 3, 2025 inclusively. If you have any questions, please write to us. We will respond to inquiries as of January 6, 2025.

For this holiday season, ChAD wishes you all the best!

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Mandatory

The Insured’s Journey: A Road Punctuated by Milestones

Length: 2 h | Cost: 65 $
Category
Professional development unit(s) per category
2
Conformité: 2 PDU
(Connection required)

Description

In damage insurance, each case has its own particularities. On a daily basis, your role is to help policyholders navigate the complex world of insurance. By taking The Insured’s Journey: A Road Punctuated by Milestones, ChAD offers you the chance to perfect your skills as a conscientious professional.  

The advisory and informative role of certified professionals, the renewal process, the end of mandate, or differences between estimates… These are just a few examples of the issues you’ll be dealing with daily, in the context of the insured’s life course.

General objective

Understand and apply best practices in the advisory role of agents and brokers, and the explanatory and informative role of claims adjusters to specific situations.

Specific objectives

  • Understand the advisory role in new business, when collecting information from a non-certified person, and in regard to the supply chain issues for auto or home insurance.
  • Understand and apply three-step renewal process.
  • Understand the advisory role regarding policy termination and the end of mandate.