Pathways Fall Courses for Personal Lines | |
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Make this fall about personal (lines) growth – your career deserves it!
Get unique insights – and tailored answers to your questions – with these instructor-led sessions explorations of personal lines products, sales techniques and systems.
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Not sure if you have Intact Portal access? Find out. | |
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What do you want to learn about? We recommend:
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The Intact Advantage – First session Sept. 5!
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Interpreting Product Wordings – Property – First session Sept. 13!
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my Identity – First session Sept. 20!
Don't forget to leverage Systems courses on Contact PL, Applied Rating and the Intact Insurance App & Client Centre to support your Pathway. Sign up below!
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Personal Lines Fundamentals | | |
Introduction to Personal Lines
Sessions on Sept. 19, Sept. 26, Oct. 19, Nov. 7, Nov. 22., Dec. 20
Learn about the depth and breadth of products offered in Personal Lines, and how they protect your customers.
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Interpreting Product Wordings - Property
Sessions on Sept. 13, Sept. 25, Oct. 10, Oct. 30, Nov. 8, Nov. 29, Dec. 21
Delve into the importance of property wordings and how to read them as you examine the structure and sections in a policy form.
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Personal Lines Intermediate | | |
my Identity
Sessions on Sept. 20, Sept. 27, Oct. 12, Oct 17, Nov. 2, Nov. 23, Dec. 11
Cybercrime is a real threat in today’s world. Learn the features and benefits of Intact’s my Identity product and how it can help protect customers if they are a victim of a cybercrime.
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Personal Umbrella Coverage
Sessions on Sept. 19, Sept. 26, Oct. 5, Oct. 24, Nov. 9, Nov. 23, Dec. 21
Examine the features and benefits of personal umbrella insurance and apply your knowledge to real-life scenarios.
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Earthquake Coverage
Sessions on Sept. 27, Oct. 25, Nov. 9, Nov. 29, Dec. 18
Find out how an earthquake endorsement can help protect customers against losses in the event of an earthquake.
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The Intact Advantage
Sessions on Sept. 5, Sept. 21, Oct. 3, Oct. 26, Nov. 14, Nov. 29, Dec. 12
Participate in an interactive discussion about how policies are constructed, the coverage, exclusions and exceptions contained in them and how you can use a holistic approach to benefit you and the customer.
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Behavioural Science & Sales
Sessions on Sept. 21, Sept 28, Oct. 18, Oct. 31, Nov. 14, Nov. 30, Dec. 13
Get the skills and knowledge you need to succeed in the highly competitive world of sales. Delve into the latest research on human behaviour, decision-making and motivation. Then, find out how to leverage this knowledge to create more effective sales strategies!
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Systems training to support your Pathway | | |
Intact Insurance App
Session on Sept. 21
Learn about the Intact Insurance App and how these digital tools help you support your customers' insurance experience.
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Client Centre
Sessions on Aug. 29, Sept. 29
Learn about the Client Centre and how these digital tools help you support your customers' insurance experience.
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Contact PL New Business
Sessions on Sept. 12, Oct. 17
Learn how to use the new business transaction in Contact PL easily and efficiently, incorporating its functionality and best practices into your day-to-day tasks.
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Contact PL Policy Change
Sessions on Sept. 12, Oct. 17
Learn how to use the policy change transaction in Contact PL easily and efficiently, incorporating its functionality and best practices into your day-to-day tasks.
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Contact PL Refresher
Sessions to be announced - stay tuned!
Need a refresher on how to best use Contact PL? Get live demonstrations of functions such as what if, edit address, binding without authority and more. Bring your Contact PL questions, too!
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Applied Rating - Personal Lines Auto and Property
Session on Aug. 30, Sept. 12
Dive deep into the individual rating variables used in the Applied Rating quoting engine to determine an accurate property or auto quote. Learn how to avoid most common quoting errors and how to get an accurate new business quote for your customer.
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Your broker digital support team is here to help!
Want customized Contact PL, Intact Insurance App, Client Centre or Applied training for your brokerage? Reach out to your regional broker digital support team and let's make it happen!
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