Welcome to PMD's very own Learning Academy.
The platform is intended to help increase knowledge and drive exceptional performance of Prime employees.
Audit Training
Performance Expectations
Retentions Professionals are expected to meet a broad range of performance standards as recorded in various documents
including but not limited to the Retentions SOP document, the Retentions KPI document, this document (Retentions
Professional Performance Expectations) and specific performance expectations as requested by the manager (whether verbally
or in writing).
Compliance Function
The role of a Compliance Professional at Prime
Vertigo Navigation
Introduction to Prime Products
FAIS and Conflict of Interest
Script Changes - June 2024
A new and improved version of the NBU Sale's script will be going live soon. We have made it shorter and changed some of the flow.
Landscape of Applicable Legislation
POPIA
Insurance Fraud Training
Call Capturing Types
Reinstaments and Hello Peter
Health and Safety Refresher 2024
Treating Customers Fairly (TCF)
Understanding the role of MCP
Market Conduct - Complaints, Enquiries and Preventions
Car Hire
Google Earth Training
Kickstarter Training
Google Earth Videos 2024
How to go about with leave
Prime Values and Culture
Treating Customers Fairly
POPI
Hospital Claims
Third Party Claims
SASRIA
Safe Use of Exit Release Buttons
Prime Protect Training
Role expectations
Welcome to the HUB. We hope that this training will help you with the beginning of your HUB Training. Should you have any questions, please do not hesitate to contact your supervisors or managers
Client Communication
Policy management
Debit Orders and Payment Dates
Claim registrations and Protocol
Navigating Claims and People
Claims Outcomes
Policy Voidance
General SOP's and Non-Cooperations
Dents and Scratches
Google earth: point of interest (POI)
Training to help you do point of interest plotting for the different red flags identified.
Understanding the role of a New Business Professional
Policy Amendments 2024
Company-wide training on policy changes to be implemented in 2024.
Refresher Courses
OSTI: Changed to NFO
This is basic training on the OSTI's name change to the NFO. It also includes some points on how the name change might affect "our worlds".
Duty of care
This training will give you a better understanding of what is meant with "duty of care" and what basic principles need to be considered in building a duty of care argument.
Identifying Corrective Actions
A guide on accurately pinpointing corrective measures, ensuring that significant actions are determined to enhance the process, and to decrease in failures.
Compliance and our Complaint Process
To ensure all professionals and management are fully compliant with the Policyholder Protection Rules (PPR) regarding the handling and management of complaints. This training will equip staff with the necessary knowledge and skills to manage complaints effectively, ensuring legal and regulatory requirements are met, and enhancing customer satisfaction.
01 General Principles of Insurance
A brief and basic overview of the general insurance principles we deal with through complaints.
02 Google Earth Plotting
Training material on how to plot trip data into Google Earth and understand the information correctly.
03 Road Rules and Fairness
Training to remind and align ourselves on the current argument and evidence requirements for road rule contraventions.
06 Experts: Understanding their expertise
07 Usage - Commercial / Fare Paying
This training will assist with providing context on the commercial realm
08 Misrepresentation
09 Driving Under the Influence
Team Engagement
Learn how to build team engagement to drive performance.
Copy of Giving/Receiving Feedback
Dealing with Workplace Stress
Understanding Mental Health
Lead Handling
Gain an understanding of the best practices of working leads effectively.
Understanding Commercial Use
Learn the difference between the types of use of vehicles as well as what we do and do not cover.
Leadership 101
Learn about personal leadership characteristics and skills that spark the kind of energy and enthusiasm that make productivity and performance soar.
Discounting Protocol
Obtain clarity on the process following a manager's approval of a discount on a policy.
Formative Assessments and Memos
These questions should be used to practice for the final induction exam.
Prioritisation
How to prioritise and why
Team Engagement
Learn how to ensure your team engages with you effectively
NBU Inbound Line Protocol
The course is intended for NBPs to gain an understanding of the inbound call process.
Giving Recognition
What is Employee Recognition and why does it matter?
Critical Thinking
Develop your critical thinking to ensure the right outcome for your team, company and the client
Comprehensive Script Changes _ Q2 2022
This course will provide you with an explanation of the changes that will be made to the Comprehensive Cover script on Vertigo.
Policy Wording Amendments - April 2022
Policy wording amendments as at April 2022
Customer Journey Mapping _ Survey 1
NBU Standard Operating Procedures (2022)
Gain an understanding of and accept the revised NBU SOP, which will be in effect from June 2022 onwards.
Buying Signals
This course is designed to help identify sales by picking up on key words used by a potential client.
Professionalism
Glossary
Dialing Protocol
This course will provide the standard for effectively dialing leads.
Competitor Cheat Sheets
This course will allow you to gain a sound understanding of the comparative product offerings of our major competitors.
Process Improvement: Form Requests
Process Improvement: Microsoft Forms
This course will take you through some of the tasks you have that involve filling in a Form response.
Determining a Potential Client's Needs
Learn what steps you should take to understand why a potential client is looking for insurance from us.
Retentions Standard Operating Procedure (SOP)
This course explains in detail the instructions required to perform duties within the Retentions department.
Begin course
Request access
This is a private academy with limited access. You may request access.