Insurance Intermediation and Management

Insurance practice and law: products, distribution, conduct and claims management.

Who it is for Insurance professionals.

60 hours · 100% online · 7 modules

€495One-off payment

Indicative price
Available
Tutor support
Specialist support throughout your course
Assessment
Activities and an online final assessment
Certificate
Issued by IEES

IEES confirms availability and the intake when processing your enrolment.

This specialist course does not replace the initial training required to distribute insurance.

Request enrolment

Our team will guide you through enrolment and activate your Campus access.

FUNDAE funding for businesses, subject to credit and eligibility. Conditions

A vehicle inspection with an insurance policy file and a damage assessment.
Learning outcomes

What you will learn.

A specialisation covering insurance contracts, the main classes of insurance, distribution, customer information and claims management. The content updates knowledge for everyday work in the sector.

  1. Master insurance contracts and claims management.

  2. Understand life, non-life, liability and multi-risk insurance.

  3. Understand distribution, conduct and customer information.

  4. Carry out demands and needs analyses and prepare pre-contractual documentation.

  5. Understand data protection and anti-money laundering in the sector.

Programme content

Syllabus: 7 modules.

Explore the content of each module.
60 hours of online learning.

01Insurance contracts

In this module

Law 50/1980, parties, elements, conclusion of contracts and documentation.
02Non-life insurance

In this module

Property damage, multi-risk, motor and liability insurance, cover and exclusions.
03Life insurance, savings and retirement provision

In this module

Products, taxation and information obligations.
04Insurance distribution

In this module

Agents, brokers, bancassurance, registration, competence and solvency.
05Conduct and conflicts

In this module

Information, suitability, appropriateness, documentation and complaints.
06Claims and loss assessment

In this module

Notification, assessment, settlement, payment and limitation periods.
07Insurance compliance

In this module

GDPR, sensitive data, anti-money laundering and internal controls.
Recommended profile

Who this course is for.

  • Insurance professionals.
  • Staff in bancassurance, brokerages and agencies.
  • Advisers and managers who include insurance in their services.
  • People looking to develop a career in the sector.
Methodology and tutor support

How you will study.

Discover the IEES approach

Your learning space

Campus access is available 24/7 during your course, with structured materials to help you organise your learning.

Discover the Campus

Professional practice

Cases, exercises and activities based on workplace situations help you apply the content of each subject.

Specialist support

A specialist tutor supports your progress and answers questions about the learning materials and activities.

Assessment and certificate

Module activities and the online final assessment let you demonstrate and apply what you have learnt.

After meeting the programme’s academic requirements, you will receive a certificate issued by IEES stating the course name and its duration of 60 hours.

Before you decide

Frequently asked questions.

Can I combine the course with work?

Yes. Online study allows you to organise your learning flexibly during the course period.

When can I access the campus?

Once enrolment is confirmed, IEES sends access instructions. The campus is available 24/7 during the course period.

Will I receive academic support?

Yes. A specialist tutor supports your progress and answers questions about the content and activities.

What certificate will I receive?

On meeting the academic requirements, you will receive a certificate issued by IEES showing the course name, Insurance Intermediation and Management, and its duration of 60 hours.

Can the course qualify for FUNDAE funding?

It may qualify where the company has training credit available and meets the applicable requirements. IEES reviews each case before confirming the arrangements.

Enrolment and guidance

Personal support for your enrolment.

Request enrolment and our team will contact you to confirm the intake, guide you through the next steps and activate your Campus access.

Available

€495One-off payment

Indicative price

Any funding is subject to available credit and FUNDAE eligibility requirements. View conditions.

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Your courseInsurance Intermediation and Management

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