Insurance Landscape and Products

In this eLearning module on Insurance Landscape and Products, we will look at the need for insurance, insurance mechanism and various types of traditional insurance and market-linked insurance products. We will also get familiarized with key insurance concepts and terminologies.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Introduction to Insurance

  • History of Insurance
  • What is Insurance?
  • How Insurance Works
  • Law of Large Numbers
  • Re-insurance
  • Risk Assessment and Insurance
  • Principles of Insurance

Goal Planning

  • Goal Identification
  • Ascertaining the right coverage
  • Need Analysis Method

Insurance Products and Features

  • Types of Insurance Products
  • Term Plan
  • Endowment Policy
  • Endowment Policy : Types of Bonuses
  • Endowment Policy Types
  • Child’s Life Insurance
  • ULIP
  • Pension Plans
  • Personal Insurance
  • Riders
  • General Insurance
  • Exclusions

Life Insurance Solutions and Suitability

  • Personal : Protection Planning
  • Personal : Goal-oriented
  • Personal : Wealth creation
  • Personal : Retirement Planning
  • Personal : Married women Property Act
  • Life Insurance Solutions :Business
  • Business Insurance Solutions : Employer Employee Solution
  • Business Insurance Solutions : Keyman Insurance
  • Insurance Suitability Parameters
  • MFs vs ULIPs

 

 

Module Fees: Rs. 2500/-                                  Access period: 3 months                                 Learning time: 3 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (CRISIL Learning platform) – sign up to create your unique login ID and password
  • Once your account is set up, search for "Insurance Landscape and Products" from the search bar
  • Select the e-learning module - Insurance Landscape and Products, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card

Features of eLearning modules:

 

 

Real life case studies

 

Real life case studies built leveraging our expertise in research, ratings & risk solutions

 

Expert Speak

 

Insights incorporated in eLearning, based on 15+ years of classroom training experience

 

Glossary & Resources

 

End to end structure comprising basic definitions to advanced readings

 

Visuals for workflows

 

Use of visuals to show a complex process or workflow

 

Interactive examples

 

Interspersed with practice exercises and interactive examples to help apply concepts

 

Knowledge checks

 

Knowledge checks at the end of each topic to ensure absorption of concepts

 

Animations

 

Animations & Characters to make complex concepts easy to learn

 

Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met