Health Insurance Basics

Supplementary and private health cover, benefits, limits and waiting periods.

FreeWhatsApp2 min a day32 activities

What’s inside

  • Health insurance fundamentals: supplementary vs private
  • Benefits: inpatient, outpatient and exclusions
  • Limits, co-payments and network hospitals
  • Waiting periods and the health declaration
  • Setting the right expectations with the customer

Sample question

On the phone, a customer asks: "This policy covers everything, right?" What is the best answer?      
"Every policy has its benefits, limits and exclusions; let's go through the ones that matter to you together.""Yes, don't worry, everything's included.""You can read all that in the policy, I can't explain it now."

Questions arrive on WhatsApp like this and are answered with one tap.

How it works

  1. 1Start the programLeave your name and number; the first question reaches your WhatsApp within seconds.
  2. 2Two minutes a dayShort, interactive questions: fill in the blank, ordering, matching and more.
  3. 3Points and rankingEvery correct answer earns points, and the team ranking keeps people coming back.

What the manager sees

Once the program runs for your team, the dashboard shows who takes part, which topics are answered correctly and where people struggle most, so knowledge gaps surface before they turn into lost sales or complaints.

This program can be part of your annual training plan

Let us prepare a 12-month training plan around your roles and documents, free of charge.

Get my annual plan

More free programs

All programs
InsuranceFreeWhatsAppEthics and Clear Advice in Insurance SalesNeeds analysis, explaining cover and exclusions correctly, avoiding mis-selling.View and startInsuranceFreeWhatsAppMotor Insurance BasicsCompulsory vs optional cover, what is covered and no-claims discounts.View and startInsuranceFreeWhatsAppHandling Objections and Closing“Too expensive”, “I’ll think about it”, renewal calls and cross-selling.View and start