Introduction to CBI

5.00
(1 Rating)

Introduction to CBI

Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

Hi, and welcome to DDFinance’s e-learning programme! Our mission is to enable affordable basic insurance for the majority of populations in the global south, through the building of digital national insurance market systems. We are happy to have you on our team and look forward to getting more people insured together.

This is a self-paced programme that is specially designed for trainers who want to join DDFinance or potential customers who want to onboard their groups.

This programme aims to provide you as a trainer or a potential customer with a broad overview of the organization, and essential knowledge that will help create a sense of belonging and enable you to work smart.

At the end of this course, you will be awarded a certificate in Collective-Based Insurance. To earn the certificate you must have passed all the courses with quizzes with 80% marks for each course.

The certificate will be available for viewing and downloading after completing the final topic ”Policy Renewal”.

Good Luck

Show More

What Will You Learn?

  • You will get the opportunity to learn about DDFinance and to be able to onboard customers or onboard yourself as a customer.
  • At the end of this course, you should be able to know all DDFinance's products and their features.
  • Understand and do the process of creating a new collective in the Portal or using the trainer App.
  • Understand and demonstrate how to register a user to a collective on the Portal or the trainer App.
  • Understand and demonstrate how to make an order with the trainer App on behalf of the customers
  • Understand the core mechanics of claims and verification processes
  • Make sure that claims are done in the proper manner which in turn will increase the likelihood of claims being processed correctly
  • Emphasize the importance of verification of a claim.
  • Renew the insurance policy on behalf of your collective members using the trainer App.

Course Content

About DDFinance
This video is about DDFinance and the E-Learning Programme

  • This video is about DDFinance and the E-Learning Programme
    00:58

The Insurance Products
This course is about all the products DDFinance is currently providing to its customers.

Registration
This course aims to instruct you on how to register collectives and users into their collectives in the DDFinance Portal. Users must be part of a collective to buy Collective-Based Insurance (CBI) products, and it is essential that the registration is correct so no complications arise in a possible claims process. Therefore, registration is important and perhaps the most crucial part of a trainer’s job.

Making an Order
Now that your collectives are present in the Portal and are ready to move on, you can go ahead and make your first order! This course aims to provide you with an understanding of how to make an order on behalf of the collective members.

Claims and Verifications
This course aims to teach you how to train the collectives on the process of claims and verification. Trainers should assist and help customers as needed, and this course aims to prepare you for how effective training and understanding can make claiming and verification a seamless process.

Policy Renewal
This course will teach you about the renewal process, the business rules concerning renewals and how to renew the policies on behalf of your collectives in the Portal. In addition, the course aims to teach you about the importance of making this clear and understandable for the collective members in order for them to independently renew their policies in the future, which in turn, can increase your passive income.

Student Ratings & Reviews

5.0
Total 1 Rating
5
1 Rating
4
0 Rating
3
0 Rating
2
0 Rating
1
0 Rating
JA
Josphine Atieno Obingo
2 months ago
The course was well elaborated and understandable with animations .Very exciting…