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Chartered Insurance Institute
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International insurance management - one day course


This course provides delegates with the essential knowledge and tools needed to procure and handle international insurance programmes for clients and prospects.


  • The parties involved in the placement of an international insurance programme - understanding why and how each relationship is critical to a well-placed international insurance programme
  • Processes and procedures necessary for the controlling and local broker to run and manage the client's programme efficiently
  • Outgoing international insurance programmes - understanding how outgoing international insurance programmes can be run most effectively
  • Incoming international insurance programmes - understanding the management of incoming international insurance programmes
  • The nuances of communicating internationally and the necessary documents
  • The expectations of the controlling broker including:
    • Local client contact
    • Local client consulting and risk management
    • Local compliance
    • English schedules of insurance
    • Claims service
    • Premium, commission and fee schedules
    • Sharing of revenue
  • Fee structures for controlling and local brokers
  • Errors and omissions - protecting your firm
  • Tracking the incoming and outgoing business in your agency management system (AMS)
  • File sharing software.

Learning outcomes

The course is designed to help you:

  • Secure potential new revenue to place with carriers
  • Better protect your book of business from brokers who know how to handle international business
  • Reduce the risk of potential errors and omissions claims.

Who should attend?

Brokers and service people with a minimum of three years' commercial insurance experience who want to become better prepared to manage their client's opportunities outside of the country they are licensed to operate in.

CPD hours

Attendance of this course awards up to 6 CPD hours where you consider it relevant to your professional development needs.

Book online

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Sold out!

Scheduled dates for this course have now sold out, please keep checking the website for updates to availability. Dates are added subject to demand and can also be run in-house for corporate clients.