S2 Casualty Policy Cover Pathway - Jan - March 2024 cohort

Stage 2 Casualty Policy Cover

Cohort No / Start Date

Cohort - Jan - March 2024Start Date: 22nd Jan 2024

Trainers

Course Overview

Virtual Seminar

This module will provide you with a detailed understanding of the Allianz Commercial Lines Casualty policy cover.

The 1 day seminar will be formed of short trainer presentations along side group discussions on the activity pack.

Key Reference Materials

Online Study / Handbook

Online Assessment

Activity Pack

The Casualty Policy Cover Activity Pack will help you apply what you are learning to practical situations.

EiT Underwriting Faculty

Tom Keefe, Andrew Levens &Heather Harrison

support

Lectures

Week 2

Please review this pathway carefully. This document includes all instructions for pre-work activity, alongside information on the virtual seminar and assessment method.

Activity Packs

Week 3-5

Virtual Seminar1 Day

Week 6

Online Assessment1.5 Hours

Week 7

During this module you will need to refer to the Commecial Select Policy Documentation & the Casualty Clause Library.

A digital handbook is provided to support you with preparation for the Stage 2 Casualty Policy Cover Seminar and Assessment.

The online assessment takes place 1 week after the seminar and will be made up of a mixture of multiple choice and scenario style questions.

Kick off Session

Week 1

Casualty Policy Cover Activity Pack You will need to download the Casualty Policy Cover Activity Pack and complete this prior to attending the Casualty Policy Cover Seminar.

• You will need to allow approximately 6 hours to complete this pack
• You can refer back to the lecture at anytime and can also use this handbook, and the key reference documents referenced within it, to support completion of the activities in this pack
• You must bring the completed pack along with you to the seminar as during the session we will discuss the topics included in this pack and the lecture
• You may also wish to take a note of any points that require further explanation so you can raise this for discussion at the seminar

The activity pack can be downloaded in the Stage 2 Casualty Policy Cover handbook assigned to you via AllianzU / SuccessFactors.

Reading / Reference List During this course you may need to refer to the following supplementary materials. It is KEY that you are familiar with these documents:

• Commercial Select Proposal Form
• Commercial Select Policy Wording
• Clause Wordings (Endorsements)
• Sample Schedule
• Sample Certificate

All the above supplementary materials can be found in the Stage 2 Casualty Policy Cover Handbook

General Enquiries Please contact the Underwriting Services Team if you have any queries: excellenceintechnical@allianz.co.uk Teams Channel There is also a Teams Channel that you can use to ask general questions and share insight with the rest of your cohort. Your trainers will also be contactable via this channel to support with any technical queries you have following the virtual seminar.

How to use the Handbook The handbook has been designed to support you with preparation for the Stage 2 Casualty Policy Cover Seminar and Assessment. Pre-Recorded Lectures The pre-recorded lectures will cover the following topics:

• Identify where the policy exclusions and conditions are specific to the casualty sections
• Understand the requirements of the Employers' Liability (Compulsory Insurance) Act 1969
• Discuss the covers, exclusions and conditions of the casualty sections of the policy wording
• Outline the casualty extensions, specifically financial loss

The remainder of the handbook is for your reference only and has been included to support you with completion of the activity pack.

Online Assessment Following the seminar, you will be invited to attend a online assessment. The aim of this assessment is to test your understanding and application of the Casualty policy cover. Assessment Overview

• The assessment will be assigned to you via SuccessFactors/AllianzU and can be completed remotely and is not invigilated. If you are completing the assessment in the office you must book a meeting room
• The assessment consists of 50 questions. These will be a mix of single answer, multi-answer, free type, ordering and calculation questions
• The assessment is a sequential assessment that will include include scenario based questions that you will need to work through. You will NOT be able to return to previous questions once an answer is submitted
• You will have 90 minutes to complete the assessment. It will automatically time out if not completed within the allocated time-frame and the time remaining will be displayed on the screen throughout the assessment
• The assessment is closed book. You are NOT permitted to access any physical study material and / or online study materials or notes during the assessment
• You should turn off your phone and close any other windows on your pc, such as outlook and teams, to ensure you are not interrupted
• You must complete the assessment without any help from third parties or other delegates
• You must complete the assessment in one sitting on your scheduled date and start time. Failure to do so will result in the assessment being deactivated and this will need to be re-arranged for a later date
• You are permitted to use a calculator
• The pass mark is 65% and you will be notified at the end of the assessment if you have passed or failed
• A follow up email will then be sent to you and your Line Manager within 48 hours of you completing the assessment confirming the score

Before Starting The Assessment

• Please ensure you are in a quiet place where you will not be interrupted, such as at home or in a meeting room on your own
• Advise your line manager that you will be unavailable while taking your assessment

Target Audience This course is aimed at Underwriters and Senior Underwriters involved in Property and Casualty underwriting. Prerequisites Prior to registering for this module you must have completed the following pre-learning:

• Stage 1 Casualty (eLearning or Virtual Delivery)
• Stage 1 Casualty - Module 1 Legal Background and Legislation (eLearning)
• Stage 1 Free Format Clause Writing eLearning course (eLearning)

ObjectivesThis module aims to build on the knowledge and skills candidates gained in the Stage 1 Casualty course and on completion you should be able to:

• Identify where the policy exclusions and conditions are specific to the Casualty sections
• Understand the requirements of the Employers' Liability (Compulsory Insurance) Act 1969
• Discuss the covers, exclusions and conditions of the Casualty sections of the policy wording
• Outline the casualty extensions, specifically financial loss

Study MethodThis module is delivered via a blended learning pathway which includes the following activity:

• Pre-recorded lectures
• A delegate activity pack
• A 1 day virtual seminar
• A digital handbook (for reference only)
• Online Assessment

Please note: Delegates completing this module must complete all required activity set-out in the handbook prior to attending the seminar. The seminar is an interactive session, formed of group activities that are based on the lecture materials and activity packs. Delegates who have not completed this pre-work will not be able to fully participate in the session.

Virtual Seminar You will be invited to attend a 1 day seminar. At the seminar you will be working in small groups, alongside an experienced trainer, to review and discuss the topics covered in the Employers' Liability and Public & Products Liability lectures and the activity pack that you have completed. *Important: You must ensure you complete all activities in the pack and bring this along with you to the seminar, as your notes will help you on the day.

Complete the pre-recorded lectures

Important: You must complete your assessment at the scheduled time

Important: You must attend the 1 day virtual seminar

Complete the activity pack

Complete the pre-recorded lectures

Jan - March 2024 Cohort: Schedule

Important: You must complete all online learning prior to attending the seminar. Attendance of the seminar is mandatory to complete this module. Please check you can meet all schedule requirements before accepting a place on this course and contact Underwriting Services as soon as possible if your circumstances change.