Baro Alto Training Services
Customer relations from A to Z
- Informing customers on the insurance products presented to them;
- Determining all the aspects of a customer’s situation;
- Identifying and analysing the customer’s needs, advising them and proposing a coherent or appropriate solution;
- Understanding the personalized recommendation process;
- Registering the information and advice provided to track the discussion with the customer on his needs and demands and the solutions proposed, as well as all the information and documents provided to the them;
- Identifying and taking account of changes in the customer’s situation and needs that require an update of the policy.
Discover the other modules
Understanding the insurance distribution business and environment and how it can vary depending on the position you hold
Develop your knowledge of the rules governing insurance product distribution
Setting up prevention and compliance measures
Adapting to organisational and technological changes
Developing a portfolio in compliance with applicable regulations
Property and liability insurance
Professional skills specific to certain methods of distribution
Develop your knowledge of the procedures imposed by the Autorité de Contrôle Prudentiel et de Résolution (French Prudential supervisory and dispute resolution authority) in terms of auditing and penalties or the internal control procedures implemented within a company
Develop an affinity portfolio in compliance with applicable regulations
Liability of corporate officers and entities