Trustner

POSP Training Zone

Structured learning path for IRDAI-certified Point of Sales Persons

Your Learning Path

1

IRDAI POSP Guidelines

Understand your role, responsibilities, and limitations as a POSP-GI.

2

Motor Insurance Sales

Master motor insurance — TP, Comprehensive, IDV, NCB, and add-ons.

3

Health Insurance Sales

Learn health insurance — types, sub-limits, waiting periods, and claims.

4

Compliance & Ethics

Mis-selling prevention, disclosure requirements, and IRDAI conduct rules.

5

Claims Assistance

Help your clients through the claims process — documentation and follow-up.

6

POSP Certification Exam

Take the assessment and earn your Trustner Academy POSP certificate.

Key Topics for POSPs

Products a POSP Can Sell

Motor, Health, Travel, Home, Shop — simple pre-approved products only

Mis-selling Warnings

What NOT to do — hiding exclusions, false promises, incomplete disclosure

Proposal Form Filling

How to correctly fill proposal forms and ensure full disclosure

Client Communication

Objection handling, explaining complex terms, and building trust

Commission Guidelines

IRDAI rules on remuneration, incentives, and transparent dealings

Renewal Management

Importance of timely renewals and preventing policy lapses