Foundation Course (Life & Non-Life):

05 Courses (4 for life + 1 for Non-Life),

Trainee : 160 from Life + 40 from Non-Life

  • For : All employees from Executive/Officer to upper level as decided by MD/HR Head of respective organization
  • Number of participants : 40 in each batch
  • Venue : PTI, HO, Dhaka.
  • Resource Persons : In-house.
  • Skill : To know about basics of Insurance, Salesmanship, Underwriting, Policy Servicing, Claims Management, Development Administration, Audit & Compliance, Human Resource & Administration etc.

Field Force Training Course (Life):

24 Courses : Trainee - 2400

  • Name of the Course: Basic Training program for Field Force
  • For: All sales person of the respective area including Organizational Chief
  • of Participants: Full team of respective area
  • Venue: Local hotel or hired training center
  • Resource person: In-House
  • Skill: To know about concept and principles of Life Insurance, Insurance as a career, manner and etiquettes of an Insurance personnel, Insurance selling skill, Underwriting, product knowledge and Target setting.

Desk Officials Training Course Life & Non-Life) (6+12) = 18 Courses : Trainee - 720

  • Name of the Course: Basic Training Course for Office Staffs
  • For: Field Underwriting, Accounts, Claims and Reinsurance
  • of Participants: 40 in each batch
  • Venue: PTI, HO
  • Resource person: In-House
  • Skill: To know about concept and principles of Life Insurance, manners and etiquettes of an Insurance man, Underwriting, Finance & Accounts, Audit & Compliance, Corporate Governance (Non-Life) and Human Resource (HR), etc.

Basic Selling Skill :

2 courses : Trainee - 80

  • For : Life & Non-Life Insurance Participants
  • of Participants : 40 in each batch.
  • Venue : PTI, HO
  • Resource Persons : In-house and External.
  • Skill: Basic selling skills with insurance knowledge, mannerism and customer

 

Changing Mind Set:

 

 

1 course (Life & Non Life) : Trainee - 40

  • of Participants : 40 (20+20)
  • Venue: PTI, HO
  • Resource Person:
  • Skill: To change the Stubborn mindset and make them accommodative with changing business environment.

Team Building:

02 course (Life & Non-Life) : Trainee - 80

  • Participants : 40 in each batch.
  • Venue: PTI, HO
  • Resource Person:
  • Skill: To form a pro-active Team

Effective Use of Information Technology (IT) : 02 courses (Life & Non-Life): Trainee - 80 each

  • For : Life and Non-Life employees
  • of participants: 40 each
  • Venue: PTI, HO
  • Resource Person: In-house IT Team
  • Skill: Enhance the skill of using PC, Laptop, Internet & E-mail.

Insurance Act & Money Laundering Act:
14 course : Trainee - 560

  • For : Life & Non-Life Insurance Employees
  • of Participants : 40 in each batch
  • Venue : PTI, HO
  • Resource person : In-house and External.
  • Skill : To know legal impact & related issues

Group & Health Insurance:

02 course Trainee- 80

  • For : Life Insurance Employees
  • of Participants : 40 in each batch
  • Venue : PTI, HO
  • Resource person : In-house and External.
  • Skill : To know about various non-traditional insurance products Index based Weather /Crops Insurance:

1 course : Trainee - 40

  • For : General Insurance Employees
  • of Participants : 40
  • Venue : PTI, HO
  • Resource person : In-house and External.
  • Skill : To know newly arrived insurance products

Islami Insurance (Takaful):
1 course: Trainee - 40

  • For : Life Insurance Employees
  • of Paticipants: 40
  • Venue : PTI, HO
  • Resource person : In-house and External.
  • Skill : History of Takaful. Method of Takaful, Accounting Process of Takaful

 

Customer Care:

02 courses : Trainee- 80

  • For : Life & Non-Life Insurance Employees
  • of Participants : 40 in each batch
  • Venue : PTI, HO
  • Resource person : In-house & External.
  • Skill : To know how to give effective customer service to our clients.

Claim Handling Process:

01 course : Trainee - 40

  • For : Non-Life Insurance Employees
  • of Participants : 40
  • Venue : PTI, HO
  • Resource person : In-house and External.
  • Skill : To know claim procedures in detail and service expectancy

Risk Management:

2 courses : Trainee- 80

  • For : Life & Non-Life Insurance Employees
  • of Participants : 40 in each batch
  • Venue : PTI, HO
  • Resource person : In-house and External.
  • Skill : Good risk management reduces cost of insurance & brings customer satisfaction

Motivational Meeting (Life & Non-Life)

Trainee- 200 or more.

  • For: Head Office & Dhaka Based Field Forces and Head Office Personnel
  • Schedule:These are open days.Life and General's Field & Head Office Personnel can be trained up on any issue on a FIRST COME FIRST SERVE BASIS. Requisition to be made to Principal, PTI at least 15 days prior to holding the training by user
  • Venue: PTI, HO
  • Resource Person: In-house & if needed External.
  • Skill : Motivate the sales people to take insurance as a career & to bring more business or any subject as user's department feel necessary.