Finmirai learning
Training & Support for Finmirai Advisors
Good advisors are made, not hired. Our training focuses on knowledge, ethics and service — the things that keep customers for life.
What you'll learn
Learning areas
Insurance fundamentals
How insurance works, key terms, and the roles of insurer, broker and advisor.
Product knowledge
Health, motor, life and other categories — cover, exclusions and what to check.
Needs-based advice
Understanding a customer's situation before recommending anything.
Ethical selling & compliance
Clear disclosure, suitable recommendations and what you must never promise.
Documentation & servicing
Proposal forms, KYC, endorsements and renewals done right.
Claims guidance
Helping customers through intimation, documents and follow-up.
After activation
Support doesn't stop after training
A point of contact
Someone to call when you or your customer has a question.
Back-office help
Support with documentation, policy issuance and endorsements.
Renewal tracking
Help keeping customers covered year after year.
Continuous learning
Updates as products and regulations change.