Course Curriculum

10 Chapters · 34 Lessons

  1. 1

    Course Overview

    1. (Included in full purchase)

      Welcome

  2. 2

    Product Overview

    1. (Included in full purchase)

      Who is Simply?

    2. (Included in full purchase)

      What is Flexi Staff Cover?

    3. (Included in full purchase)

      Key Benefits

  3. 3

    Benefits Breakdown

    1. (Included in full purchase)

      Life Cover

    2. (Included in full purchase)

      Disability Cover

    3. (Included in full purchase)

      Funeral Cover

    4. (Included in full purchase)

      Quiz

  4. 4

    Eligibility & Cover Amounts

    1. (Included in full purchase)

      Who is Eligible?

    2. (Included in full purchase)

      Cover Amounts

    3. (Included in full purchase)

      Free Cover (without underwriting)

    4. (Included in full purchase)

      Quiz

  5. 5

    Premiums and Payments

    1. (Included in full purchase)

      Premiums

    2. (Included in full purchase)

      Quiz

  6. 6

    Claims Process

    1. (Included in full purchase)

      How to make a claim

    2. (Included in full purchase)

      Claim Exclusions

  7. 7

    Staff Cover - Sales Process

    1. (Included in full purchase)

      Getting started

    2. (Included in full purchase)

      Choose Full Quote

    3. (Included in full purchase)

      Enter broad group details

    4. (Included in full purchase)

      Choose method to import employee data

    5. (Included in full purchase)

      Choose benefits and amounts

    6. (Included in full purchase)

      Add Company information

    7. (Included in full purchase)

      Fetch Company details

    8. (Included in full purchase)

      Payment details

    9. (Included in full purchase)

      T&Cs and OTP to client

    10. (Included in full purchase)

      Policy incepted

    11. (Included in full purchase)

      Policy Documents

  8. 8

    Watch a sale video

    1. (Included in full purchase)

      Simply Staff Cover sale

  9. 9

    System guidelines-Uploading Staff details

    1. (Included in full purchase)

      How to complete a sale using a spreadsheet

    2. (Included in full purchase)

      Payspace Payroll integration

  10. 10

    Accreditation

    1. (Included in full purchase)

      Final Quiz

    2. (Included in full purchase)

      Conduct a Test Sale - Watch how it works

    3. (Included in full purchase)

      Now it's your turn

    4. (Included in full purchase)

      Congratulations

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