Webinar: How to Understand and Explain Insurance Policies in 5 Easy Steps

ABOUT THE SESSION

The insurance market is increasingly competitive and the policies sold are increasingly complex. New business is won and existing business is retained when insurance professionals are able to properly understand the products being sold and explain key features in clear and transparent language.

This session will show you how to understand and explain insurance policies to customers in 5 easy steps.

LEARNING OUTCOMES

By the end of the session, participants will be able to:

Identify the barriers to effective communications when customers are reading insurance policies.

Understand how to explain complex insurance terms in clear and transparent language.

Apply the knowledge gained to win and retain business.

About our Speaker: Jeff Heasman

Jeff Heasman worked as a litigation executive and senior liability adjuster before branching out into language and psychology. Jeff holds both a bachelors and a masters of law degree, is a qualified language instructor and also a certified practitioner member of the Academy of Modern Applied Psychology as well as a member of the Association of Business Psychology. He delivers courses across the globe, either face-to-face or online. Jeff maintains a close connection to the industry by regularly providing consultancy in areas such as law and communication and he provides consultations with individuals and teams regarding cognitive skills, such as decision-making and problem-solving. In 2020, Jeff graduated top of the class from the Yale School of Management Executive Education programme in negotiation strategies with a score of 100% across all modules and he is recognised as an expert in the field of negotiations within the insurance industry. Other areas of specialist expertise include insurance fraud, claims handling and the synergy between product design, brand promises, marketing messages and customer expectations. Jeff is currently completing a doctoral thesis with a Swiss business school, focusing on human v automated decision-making in insurance claims and its potential impact on customer trust.

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