Insurance activity and banking activity complement each other in a number of areas. Many insurance products can enrich the bank proposal by offering more value to customers. This course aims to demonstrate the advantages of integrating insurance products and services into the banking supply, such as doing it in distribution networks and, in general, managing the relationship between institutions.
At the end of this action the trainees will be able to:
- They will know the advantages of integrating / marketing insurance products in the banking offer;
- To structure / institutionally protocol this cross selling;
- Know the fundamental technical characteristics of some of the most commercialized insurance.
Module I - Introduction. Insurance vs. Banking Activity
Module II - Banking / Insurance Partnership
Module III - Life insurance
Module IV - Non-life insurance
High Skills - Training and Consulting
Angola | Cape Verde | Moçambique | Portugal | São Tomé and Principe