Training Materials

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Insurance Agents Life - IC 38 (English)
Insurance Agents Life - IC 38 (Hindi)
Chapter 1.1 -Introduction To Insurance-: Introduction Of Insurance
Chapter 1.2 -Introduction To Insurance-: How Insurance Works?
Chapter 1.3 -Introduction To Insurance-: Risk Management Techniques
Chapter 1.4 -Introduction To Insurance-: I - Insurance As A Tool For Managing Risk II - Role Of Insurance In Society
Chapter 2.1 -Customer Service-: General Concepts
Chapter 2.2 -Customer Service-: Role Of Insurance Agents In Providing Services
Chapter 2.3 -Customer Service-: Grievance Redressal
Chapter 2.4 -Customer Service-: Communication Process
Chapter 2.5 -Customer Service-: Non-Verbal Communication
Chapter 2.6 -Customer Service-: Ethical Behaviour
Chapter 3.1 -Grievance Redressal Mechanism-: IGMS
Chapter 3.2 -Grievance Redressal Mechanism-: Consumer Redressal Agencies
Chapter 3.3 -Grievance Redressal Mechanism-: Insurance Ombudsman
Chapter 4.1.new -Regulatory Aspects Of Insurance Agents-: Appointment Of Insurance Agents By The Insurer
Chapter 4.2 -Regulatory Aspects Of Insurance Agents-: I - Appointment Of Composite Insurance Agent II - Insurance Agent Examination
Chapter 4.3 -Regulatory Aspects Of Insurance Agents-: Code Of Conduct
Chapter 4.4 -Regulatory Aspects Of Insurance Agents-: Suspension Of Appointment Of An Agent
Chapter 4.5 -Regulatory Aspects Of Insurance Agents-: I - Effect Of Cancellation Of An Agency Appointment II - Procedure Of Resignation For Agent
Chapter 4.6 -Regulatory Aspects Of Insurance Agents-: General Conditions For Appointment Of Agents
Chapter 5.1 -Legal Principles Of An Insurance Contract-: Insurance Concepts - Legal Aspects
Chapter 5.2 -Legal Principles Of An Insurance Contract-: Insurance Concepts - Special Features - First Four Points
Chapter 5.3 -Legal Principles Of An Insurance Contract-: Insurance Concepts - Special Features - Next & Last Four Points
Chapter 6.1 -What Life Insurance Involves-: An Asset
Chapter 6.2 -What Life Insurance Involves-: The Risk
Chapter 6.3 -What Life Insurance Involves-: Level Premiums
Chapter 6.4 -What Life Insurance Involves-: The Principle Of Pooling
Chapter 6.5 -What Life Insurance Involves-: The Life Insurance Contract
Chapter 7.1 -Financial Planning-: Financial Planning & Individual Life Cycle
Chapter 7.2 -Financial Planning-: Role Of Financial Planning
Chapter 7.3 -Financial Planning-: Financial Planning - Types
Chapter 8.1 -Life Insurance Products -I-: Overview Of Life Insurance Products
Chapter 8.2 -Life Insurance Products -I-: Traditional Life Insurance Products
Chapter 8.3 -Life Insurance Products -I-: IRDA New Guidelines For Traditional Plans
Chapter 9.1 -Life Insurance Products - II-: Overview Of Non - Traditional Life Insurance Products
Chapter 9.2 -Life Insurance Products - II-: Non - Tradional Life Insurance Products
Chapter 9.3 -Life Insurance Products - II-: Non - Tradional Life Insurance Products - ULIP
Chapter 10.1 -Applications Of Life Insurance-: Married Women's Property Act
Chapter 10.2 -Applications Of Life Insurance-: Keyman Insurance
Chapter 10.3 -Applications Of Life Insurance-: Mortgage Redemption Insurance
Chapter 11.1 -Pricing And Valuation In Life Insurance-: Insurance Pricing - Basic Elements
Chapter 11.2 -Pricing And Valuation In Life Insurance-: Insurance Pricing - Basic Elements - Determining The Premium
Chapter 11.3 -Pricing And Valuation In Life Insurance-: Insurance Pricing - Basic Elements - I - Operating Expenses Incurred By Insurer II - Loading Of Premium
Chapter 11.4 -Pricing And Valuation In Life Insurance-: Surplus And Bonus
Chapter 12.1 -Documentation (Proposal Stage)-: I - Prospectus II - Proposal Form III - Agent's Report IV - Medical Examiner's Report
Chapter 12.2 -Documentation (Proposal Stage)-: V - Moral Hazard Report VI - Age Proof VII - Anti-Money Laundering (AML) VIII - Know Your Customer (KYC) IX - Free Look Period
Chapter 13.1 - Documentation (Policy Condition-I)-: First Premium Receipt
Chapter 13.2 - Documentation (Policy Condition-I)-: Policy Document
Chapter 14.1 - Documentation (Policy Condition - II)-: Grace Period And Policy Lapse
Chapter 14.2 - Documentation (Policy Condition - II)-: Reinstatement / Revival
Chapter 14.3 - Documentation (Policy Condition - II)-: Non - Forfeiture Provisions
Chapter 14.4 - Documentation (Policy Condition - II)-: Special Policy Provisions And Endorsements - Nomination
Chapter 14.5 - Documentation (Policy Condition - II)-: Special Policy Provisions And Endorsements - Assignment
Chapter 14.6 - Documentation (Policy Condition - II)-: Special Policy Provisions And Endorsements - I - Duplicate Policy II - Alterations
Chapter 15.1 -Underwriting-: Underwriting - Basic Concepts
Chapter 15.2 -Underwriting-: Non - Medical Underwriting
Chapter 15.3 -Underwriting-: Non - Medical Underwriting - I - Rating Factors
Chapter 15.4 -Underwriting-: Non - Medical Underwriting - I - Rating Factors
Chapter 15.5 -Underwriting-: Medical Underwriting
Chapter 16.1 -Payments Under A Life Insurance Policy-: Concepts Of Claims
Chapter 16.2 -Payments Under A Life Insurance Policy-: Types Of Claims - I - Survival Benefits Payments & Surrender Of Policy II - Rider Benfit III - Maturity Claim
Chapter 16.3 -Payments Under A Life Insurance Policy-: Types Of Claims - IV - Death Claim
Chapter 16.4 -Payments Under A Life Insurance Policy-: Claim Procedure For Life Insurance Policy
Chapter 17.1 -Introduction To Health Insurance-: What Is Healthcare
Chapter 17.2 -Introduction To Health Insurance-: Levels Of Healthcare - I - Overview II - Important Factors For Setting Up Healthcare Facilities
Chapter 17.3 -Introduction To Health Insurance-: Types Of Healthcare I - Primary Healthcare II - Secondary Healthcare III - Tertiary Healthcare
Chapter 17.4 -Introduction To Health Insurance-: Factors Affecting Health Systems In India
Chapter 17.5 -Introduction To Health Insurance-: Evolution Of Health Insurance In India I - Employee State Insurance Scheme II - Central Government Health Scheme III - Commercial Health Insurance
Chapter 17.6 -Introduction To Health Insurance-: Health Insurance Market I - Public Health Sector II - Private Sector Providers III - Pharmaceutical Industry
Chapter 17.7 -Introduction To Health Insurance-: Health Insurance Market I - Insurance Providers II - Intermediaries III - Other Important Organizations
Chapter 18.1 -Insurance Documentation-: Proposal Forms - I - What Is A Proposal Form II - Risk Assessment By Insurer III - Declaration In The Proposal Form IV - Elements Of A Proposal
Chapter 18.2 -Insurance Documentation-: Proposal Forms - V - Medical Questionnaire VI - Role Of Intermediary VII - Note On Underwriting Of Proposals
Chapter 18.3 -Insurance Documentation-: Prospectus I - Overview II - Other Important Information
Chapter 18.4 -Insurance Documentation-: Premium Receipt I - Overview II - Payment Of Premium In Advance III - Method Of Payment Of Premium
Chapter 18.5 -Insurance Documentation-: Policy Document I - Definition II - Policy Document Details
Chapter 18.6 -Insurance Documentation-: Conditions And Warranties I - Conditions II - Warrenties
Chapter 18.7 -Insurance Documentation-: Endorsements
Chapter 18.8 -Insurance Documentation-: Interpretation Of Policies I - Overview II - Rules To Understand Policies
Chapter 18.9 -Insurance Documentation-: * Renewal Notice *Anti-Money Laundering And KYC Guidelines
Chapter 19.1.1 -Health Insurance Products-I-: Classification Of Health Insurance Products I - Introduction Of HIP II - Featues Of Health Policies III - Broad Classification Of HIP IV - Classification Based On Customer Segment
Chapter 19.1.2 -Health Insurance Products-I-: IRDA Guidelines On Standardization In Health Insurance
Chapter 19.1.3 -Health Insurance Products-I-: Hospitalization Indemnity Products I - Overview II - Inpatient Hospitalization Expenses III - Pre And Post Hospitalization Expenses IV - Domiciliary Hospitalization
Chapter 19.1.4 -Health Insurance Products-I-: Hospitalization Indemnity Products I - Common Exclusions II - Coverage Options Available III - Special Features
Chapter 19.1.5 -Health Insurance Products-I-: Top-Up Covers Or High Deductible Insurance Plans
Chapter 19.1.6 -Health Insurance Products-I-: Senior Citizen Policy I - Overview II - Special Provisions For Senior Citizens
Chapter 19.1.7 -Health Insurance Products-I-: Fixed Benefit Covers - Hospital Cash, Critical Illness I - Overview II - Hospital Daily Cash Policy III - Critical Illness Policy
Chapter 19.2.1 -Health Insurance Products-II-: Long Term Care Product I - Overview II - Bhavishya Arogya Policy
Chapter 19.2.2 -Health Insurance Products-II-: Combi - Products
Chapter 19.2.3 -Health Insurance Products-II-: Package Policies
Chapter 19.2.4 -Health Insurance Products-II-: Micro Insurance And Health Insurance For Poorer Sections I - What Is Micro Insurance II - Jan Arogya Bima Policy III - Universal Health Insurance Scheme
Chapter 19.2.5 -Health Insurance Products-II-: Rashtriya Swasthya Bima Yojana I - Overview II - Features And Benefits
Chapter 19.2.6 -Health Insurance Products-II-: Pradhan Mantri Suraksha Bima Yojana I - Overview II - Premium III - Termination Of Cover
Chapter 19.3.1 -Health Insurance Products - III-: Pradhan Mantri Jan Dhan Yojana
Chapter 19.3.2 -Health Insurance Products - III-: Personal Accident And Disability Cover - First Four Points
Chapter 19.3.3 -Health Insurance Products - III-: Personal Accident And Disability Cover - Next And Last Four Points
Chapter 19.3.4 -Health Insurance Products - III-: Overseas Travel Insurance
Chapter 19.3.5 -Health Insurance Products - III-: Group Health Cover
Chapter 19.3.6 -Health Insurance Products - III-: Special Products
Chapter 19.3.7 -Health Insurance Products - III-: Key Term In Health Policies - First Four Sets
Chapter 19.3.8 -Health Insurance Products - III-: Key Term In Health Policies - Next And Last Four Sets
Chapter 20.1 -Health Insurance Underwriting-: What Is Underwriting - First 2 Points
Chapter 20.2 -Health Insurance Underwriting-: What Is Underwriting - Next And Last 2 Points
Chapter 20.3 -Health Insurance Underwriting-: Underwriting Basic Concepts - First 2 Points
Chapter 20.4 -Health Insurance Underwriting-: Underwriting Basic Concepts - Last Point
Chapter 21.1 - Health Insurance Claims-: Claims Management In Insurance
Chapter 21.2 - Health Insurance Claims-: Management Of Health Insurance Claims - First 3 Points
Chapter 21.3 - Health Insurance Claims-: Management Of Health Insurance Claims - Next 3 Points
Chapter 21.4 - Health Insurance Claims-: Management Of Health Insurance Claims - 7th Point
Chapter 21.5 - Health Insurance Claims-: Management Of Health Insurance Claims - 7th Point Explanation
Chapter 21.6 - Health Insurance Claims-: Management Of Health Insurance Claims - 8th And 9th Points Explanation
Chapter 21.7 - Health Insurance Claims-: Management Of Health Insurance Claims - Last 3 Points
Chapter 21.8 - Health Insurance Claims-: Documentation In Health Insurance Claims - First 3 Points
Chapter 21.9 - Health Insurance Claims-: Documentation In Health Insurance Claims - Next And Last 3 Points
Chapter 21.10 - Health Insurance Claims-: Claims Reserving
Chapter 21.11 - Health Insurance Claims-: Role Of Third Party Administrators
Chapter 21.12 - Health Insurance Claims-: Claims Management - Personal Accident
Chapter 21.13 - Health Insurance Claims-: Claims Management - Overseas Travel Insurance
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