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RCCAQ - Gestion des renouvellements, dont la gestion des échéances, mises à jour et enjeux - 1 UFC - [EN LIGNE]
* Améliorer les pratiques de distribution des produits et services en assurance dans le contexte des renouvellements de polices
* Rappeler les bonnes pratiques à adopter en matière de gestion des renouvellements, dont la gestion des échéances, des mises à jour, de la mise en marché et la tenue des dossiers
* Expliquer l'importance de mettre en place une politique interne sur la gestion des renouvellements et les clauses importantes qu'elle devrait comporter
* Aborder à haut niveau les notions de fins de mandat et de tenue des dossiers clients.
1 UFC en conformité| 1h