Knowing your client - not taking the time to fully understand your clients needs leads to complaints

2024-013
CPD Hours: 1.00
Duration: 1 hr
Quiz CPD Hours: 0.50
$89.00 +GST Non Member
$74.00 +GST Member
Optional Quiz
Registration Closed

Event Detail

FSCL have seen a number of complaints in recent times where the underlying cause has been that the adviser or broker hasn’t fully understood their client’s particular needs or business. This has led to a client having unrealistic expectations about the extent of their insurance cover or the wrong type of cover in place.

In this webinar, Susan Taylor will talk about the importance of really knowing your client and will talk through some recent case studies and the lessons learned.

PDP Topics this Event Relates To:

Insurance Overview

Insurance Fundamentals
Claims

Miscellaneous

Business Skills
Disputes
Other

All Coming Instances

10:30AM - 11:30AM, Thu, 11 Jul 2024
Registrations Close: 10 July 2024
Class Limit: 200
Presenter: Susan Taylor
Online: Webinar links will be sent to everyone registered the day prior.
Registration Closed

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  • Consent to the disclosure of their personal information provided to IBANZ in this booking to:
    • all other attendees of the webinar, and
    • all viewers of the recorded webinar on IBANZ's website, and
    • the presenters of the webinar.
  • Agree to our Privacy Statement found here.
  • Agree to the terms and conditions of the website use found here.
 

Terms and Conditions

Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.

If you cannot make the session please advise so we can make the recording available on your dashboard

Full terms and conditions are available here
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