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Course Description

You already know the basics of insurance, now it’s time to think like a strategist.

In this course, we go beyond definitions and dive into how you can use supplier evaluation and point-of-sale strategies to maximise the impact of comprehensive insurance in your F&I office.

You’ll learn to:

  • Analyse supplier offerings based on earnings, commissions, and flexibility
  • Optimise your sales techniques to drive better customer outcomes
  • Position yourself as a key revenue contributor through tailored insurance offerings

You’ll complete two targeted sections, each followed by a quiz to solidify your knowledge. By the end, you’ll earn a certificate recognising your advanced skills in managing comprehensive insurance strategies.

Course Content

Course Introduction
Course Introduction
Section 1: Supplier Strategies – Evaluating Earnings, Commissions, and Product Options
Section 1: Introduction
Lesson 1.1: Upfront Commission vs Monthly Residual Payments
Lesson 1.2: Checklist for Choosing our Supplier
Lesson 1.3: Increasing Excess to Save Premiums
Lesson 1.4: Building Manufacturer Loyalty Strategies
Lesson 1.5: Dealing with Customers Who Have Their Own Insurance
Section 1: Conclusion 1 Quiz
Section 2: Sales Strategies – Optimising Comprehensive Insurance at the Point of Sale
Section 2: Introduction
Lesson 2.1: Understanding Customer Needs
Lesson 2.2: Presenting Multiple Insurance Solutions
Lesson 2.3: Timing is Key
Lesson 2.4: Closing the Deal
Lesson 2.5: Using Quoting Systems to Streamline the Sales Process
Section 2: Conclusion 1 Quiz
Course Conclusion
Course Conclusion
Comprehensive Insurance – Final Quiz

We've prepared a summary of Comprehensive Insurance for you to reinforce what you've learned. Simply follow the link to download the PDF: Comprehensive Insurance Strategies Downloadable

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