Webinar-Communicating with Vulnerable Customers

It is critical that everyone working in insurance and financial services
understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say. However, the critical next step of how to communicate with a vulnerable customer is often overlooked and lacking in most training sessions on the subject of vulnerable customers.

This training session corrects that by providing key skills necessary to ensure that you are able to communicate clearly and effectively with vulnerable customers.

LEARNING OUTCOMES
By the end of the session, participants will
be able to:

Identify key skills necessary to
communicate clearly and effectively
with vulnerable customers.

Understand how vulnerable customers
are likely to receive, understand and
respond to communication.

Implement a strategy to ensure you
stay on the right side of the laws and
regulations when communicating with
vulnerable customers.