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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Insurance Principles and Underwriting
Duration
5 Days
Delivery
In-house, public or online
From
R18,000 per delegate
Certificate
On completion
Course overview
Insurance depends on pricing risk accurately and wording cover precisely. This course covers the principles, the underwriting process and the claims and reinsurance arrangements that stand behind a policy.
What you will be able to do
- Explain the principles that underpin insurance contracts
- Assess and price risk within an underwriting framework
- Interpret policy wordings, exclusions and conditions
- Handle claims fairly and within policy terms
- Explain the role of reinsurance in risk transfer
- Apply regulatory and conduct requirements to insurance sales
Who should attend
- Underwriters and insurance officers
- Brokers and intermediaries
- Claims handlers and assessors
- Risk managers buying insurance
Course outline
01
Insurance principles: insurable interest, indemnity and good faith
02
Risk assessment, rating and pricing
03
Policy wordings, exclusions, conditions and warranties
04
The underwriting process and decision making
05
Claims notification, assessment and settlement
06
Reinsurance and how risk is passed on
07
Regulation, conduct and treating customers fairly
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 26 to 30 Oct 2026 | London | 5 Days | US$1,800 |
| 9 to 13 Nov 2026 | Dubai | 5 Days | US$1,800 |
| 30 Nov to 4 Dec 2026 | Pretoria | 5 Days | R18,000 |
| 11 to 15 Jan 2027 | Durban | 5 Days | R18,000 |
| 8 to 12 Feb 2027 | Cape Town | 5 Days | R18,000 |
| 19 to 23 Apr 2027 | Johannesburg | 5 Days | R18,000 |
| 21 to 25 Jun 2027 | London | 5 Days | US$1,800 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za