Analyse and amend a broking client’s insurance program

There is an ANZIIF unit specifically for insurance brokers wanting to build the skills and knowledge required to identify, analyse and implement insurance program changes for a client by undertaking a review existing insurance program and history.

This unit is for brokers who want to:

  • develop the interpersonal, analytical and communication skills needed to effectively anticipate and monitor a client’s ongoing needs
  • identify new and changed risks
  • negotiate insurance program changes with the insurer
  • communicate new products or changes to their existing program to clients.

Analyse and amend a broking client’s insurance program BR30002-15

7 weeks duration | 20 CIP points | AUD $750

This unit meets the requirements of AQF competency FNSIBK508 ‘Implement changes to broking client’s insurance program’ and FNSIBK514 ‘Manage a complex risk portfolio for a broking client’ and is delivered via ANZIIF as a Registered Training Organisation (RTO 3596).

To enrol or view other Skills Units, visit www.anziif.com/education or call Mark Ryan, ANZIIF Sales Manager on 03 9613 7284.

About ANZIIF Skills Units

In today’s ever-changing and competitive insurance landscape, it is essential for brokers to keep their skills and knowledge up to date through ongoing training and professional development — to keep their clients happy and their bottom line healthy.

ANZIIF’s new education model recognises that brokers are busy — clients need advice and sales have to be made — and they just don’t have the time to spend on traditional long-form education. Our new ANZIIF Skills Units are short and sharp, and they focus on specific skills that brokers need to grow their business.

To help brokers choose the education that best suits them, relevant units will be highlighted over the coming months here and in Broker Buzz.