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[RSVP Closed] Webinar: Combining tech and human advisory to serve customers better

By April 15, 2024April 30th, 2024No Comments

General Insurance Intermediaries who attend the full duration of the webinar will be provided a certificate of attendance by Singapore Insurance Institute (SII) for 2 CPD hours eligibility

Our upcoming webinar is now open for RSVP!

In this webinar, we will share about how adopting tech in your workflow actually enhances your human advisory value to your customers the end policyholders!

Combining tech and human advisory to serve customers better

We will share more about the value of the human advisor vis-a-vis the end policyholder and how technology should be viewed by intermediaries as not only a tool to make work more efficient but how it co-relates with enhancing their advisory skills.

What’s more, we will have the good folks from Anapi and Fusion join us to share about AgentGuard Pro, a first-in-market Professional Indemnity Insurance for General Insurance Agents at the end of the webinar!

In case you missed it, we recently announced a tripartite partnership with insurer, Fusion and broker, Anapi where General Insurance Agents can now purchase a first-in-market Professional Indemnity insurance to protect yourselves

Agenda and topics:

  • Human advisory and its value
    • Case study: the need for the human advisor
    • What intermediaries bring to the table
    • The new age intermediary
    • The advisor vs order taker
  • Blending tech with human advisory 
    • Case study: What tech CANNOT do
    • What can tech help with in your business
    • Why the new age intermediary cannot be replaced
  • Tech and how it frees you up to hone your advisory skills
    • Case study: honing the craft of advisory
    • Uncovering the needs of your clients
    • Tech frees you up to have a ‘client-first’ mindset
  • Leveraging Insurtech: Surer case studies

Once again, we are pleased to share that General Insurance Intermediaries who attend the full duration of the webinar will be provided a certificate of attendance by Singapore Insurance Institute (SII) for 2-CPD hours eligibility!


To RSVP, simply fill out the form below and we will send you full details of the seminar via email. 

We will also drop you a reminder of the webinar closer to date.

Webinar Details

  • Date: 30 April 2024, Tuesday

  • Time: 10.30am – 12.30pm

  • Venue: Zoom 

This webinar is free and open to all insurance intermediaries who are interested in the topic, so please feel free to share this with your peers and network!


Question 1: What is the process like for me to get my certificate of attendance?

Answer: You will first have to RSVP via the form above with the details indicated. Upon the start of the webinar, you will be required to identify yourself by changing your Zoom username to show the first 4 digit of your NRIC along with your full name. Your attendance will be marked if you stay for the full duration of the webinar. We will then share the attendance list with Singapore Insurance Institute (SII) for verification. We will then share your certification of attendance with you via email. This whole process will take between 5 – 10 business days (after the webinar is concluded).

Question 2: What if I am only able to join for a portion of the duration of the webinar? Would I be eligible for the certificate of attendance?

Answer: No. To obtain a certificate of attendance, all attendees need to be present for the full duration of the webinar.

Question 3: Is the CPD hours only applicable to General Insurance agents?

Answer: Yes. CPD hours is only applicable to general insurance agents only and regardless of your principals. After the training/webinar, a certification of attendance will be emailed to the eligible attendee with the CPD hours endorsed and awarded by the Singapore Insurance Institute. You can then submit this certification of attendance to your principal to clock the CPD hours.

Question 4: If I am a life agent and have a General Insurance license as well, would I be eligible to clock CPD hours from this webinar for my General Insurance license?

Answer: Yes.

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