Get this course

Compliance

Zurich Compliance Training (C002)


Description

Required training for any Hooray Health Representative that will be assisting customers with the purchase or enrollment in a Zurich product.

Content
  • Zurich Compliance Training
  • Training Agenda Overview
  • Current Agenda 
  • Introduction
  • Overview
  • Overview Cont'd
  • Hospital Indemnity Insurance vs. Major Medical Insurance
  • Zurich Hospital Indemnity Insurance vs. Affordable Care Act (ACA) Coverage
  • Benefit Amount
  • Pre-Existing Conditions in Zurich Hospital Indemnity Insurance
  • Recommend Major Medical if Appropriate
  • Non-Insurance Benefits in Zurich Hospital Indemnity Insurance
  • Zurich Accident Insurance
  • Sales Requirements
  • Quality Requirements
  • Quality Requirements Cont'd
  • Disclosure Requirement
  • Prohibited Sales Techniques 
  • Prohibited Sales Techniques Cont'd
  • Requirements for Telemarketing Leads
  • Agent Requirements
  • Agent Licensing Requirements
  • End of Training
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Back