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By:
Krystal Oliver
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Decks in this class (35)
Study 1 Insurance and the Intermediary - LO
Explain why pure risk is insurabl...,
Describe the various distribution...,
Describe the obligations and duti...
5
cards
Study 1: Insurance and the Intermediary - MC
Which type of risk can be insured...,
What are the three 3 broad catego...,
Which of the following actions ca...
10
cards
Study 1: Insurance and the Intermediary - Narrative Questions
Identify five 5 delivery systems ...,
What are five 5 responsibilities ...,
What are the five 5 major causes ...
3
cards
Study 1: Insurance and the Intermediary - Application Question
Teresa lee has completed a course...
1
cards
Study 2 - Sales - LO
Describe how sales plans are infl...,
Describe how agents and brokers c...,
Outline the factors that influenc...
6
cards
Study 2 - Sales - Key Terms
Policy,
Insured,
Exposure
15
cards
Study 2 - Sales - MC
Which of the following statements...,
Which of the following promotiona...,
In a recent sales meeting the sal...
10
cards
Study 2 - Sales - Narrative Questions
Describe five 5 methods of sourci...,
What five 5 recommendations shoul...,
What are five 5 methods to counte...
3
cards
Study 2 - Sales - Application Question
Elsa is qualifying a prospective ...
1
cards
Key Terms 1 & 3
Application,
Applicatn,
Disclosure
21
cards
Study 3 The Application Process - LO
Explain how oral and written appl...,
Describe the key types of informa...,
Describe the agent s and broker s...
5
cards
Study 3 The Application Process - Narrative Questions
What people may be applying for i...,
What are five 5 key types of info...,
What are the agent s or broker s ...
3
cards
Study 3 The Application Process - MC
What facts are considered materia...,
What is the name of the national ...,
Which of the following is a speci...
10
cards
Study 3 The Application Process - Application Question
Renata is matching a client with ...
1
cards
Study 4 From Quote to Policy - LO
Outline the processes for selecti...,
Explain the importance of brokers...,
Describe the information required...
5
cards
Study 4 From Quote to Policy - Key Terms
Binding authority,
Binder,
Interim receipt
15
cards
Study 4: From Quote to Policy - MC
Why does selecting an insurer req...,
What are the common forms for per...,
A the capacity to confirm to peop...
10
cards
Study 4: From Quote to Policy - Narrative Questions
Explain possible consequences of ...,
Outline five 5 common reasons tha...,
Describe why there may be a discr...
3
cards
Study 4: From Quote to Policy - Application Question
Mei is a broker presenting an und...
1
cards
Study 5 Communication and Service Skills - LO
Explain how time management and f...,
Describe effective communication ...,
Outline communication techniques ...
7
cards
Study 5 Communication and Service Skills - Key Terms
Prescription,
Cyber risk,
Estoppel
11
cards
Study 5: Communication and Service Skills - MC
Pipeda is a federal statute that ...,
Jameela calls the brokerage and w...,
What should brokers and agents do...
10
cards
Study 5: Communication and Service Skills - Narrative Questions
Outline five 5 tips for effective...,
What are some typical questions a...,
Outline five 5 options for client...
3
cards
Study 5: Communication and Service Skills - Application Question
Veena has a valued client shanta ...
1
cards
Study 6 Property Insurance— Exposures - LO
Outline how the cope method is us...,
Outline how the cope method is us...,
Outline how the cope method is us...
6
cards
Study 6 - Property Insurance - Key Terms
Exclusion,
Endorsement,
Material change
11
cards
C130 Review Questions
0
cards
Study 7: Property Insurance - LO
Outline the evolution of personal...,
Describe the coverage provided by...,
Describe the coverages available ...
7
cards
Study 7: Property Insurance - Key Terms
Extended coverage insurance,
All risks policy,
Specified perils
29
cards
Study 8: Liability Insurance - LO
Explain how the canadian legal sy...,
Outline the liability exposures t...,
Outline the liability exposures a...
7
cards
Study 8: Liability Insurance - Key Term
Statute law,
Precedent,
Tort
42
cards
Study 9 Automobile Insurance - LO
Explain the need for automobile i...,
Briefly outline how automobile in...,
Outline the information requested...
6
cards
Study 9: Automobile Insurance - Key Term
Uninsured motorist,
Underinsured motorist,
Defendant
28
cards
Study 10: Claims LO
Outline claims reporting procedur...,
Describe the part agents and brok...,
Outline the roles of various clai...
5
cards
Study 10: Claims Key Terms
Loss,
Statement of claim,
Statement of defense
15
cards
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C130 Essential Skills for Agent/Broker
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