INSURANCE INTERMEDIATION LAB - BASIS COURSE
cod. 1012372

Academic year 2024/25
1° year of course - Second semester
Professor
Evita ALLODI
Academic discipline
Economia degli intermediari finanziari (SECS-P/11)
Field
A scelta dello studente
Type of training activity
Student's choice
28 hours
of face-to-face activities
4 credits
hub: PARMA
course unit
in ITALIAN

Learning objectives

The Lab is a "virtual insurance agency", in which students play, assuming direct responsibility, the activity of a professional insurance intermediary.
The labo's activities are divided into two parts:
- A first part of the acquisition of technical insurance expertise, preparatory to laboratory practical activities to be carried out simultaneously with these, which aims to provide basic knowledge in insurance.
- A second part of "operational" simulates the typical activities of an insurance agency.
The contents are:
- The activity of insurance companies
- The insurance distribution
- The insurance contract (non-life insurance policy, life insurance policy)
- The consumer protection
- The insurance agency:
* Elements of Accounting and Financial Analysis,
* Portfolio Management,
* Customer Management, CRM, Customer and Customer Experience,
* Human Resources Management,
* Digital Processes,
* Elements of Sales Technique,
- Insurance Supervisory.

Prerequisites

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Course unit content

The Lab is a "virtual insurance agency", in which students play, assuming direct responsibility, the activity of a professional insurance intermediary.
The labo's activities are divided into two parts:
- A first part of the acquisition of technical insurance expertise, preparatory to laboratory practical activities to be carried out simultaneously with these, which aims to provide basic knowledge in insurance.
- A second part of "operational" simulates the typical activities of an insurance agency.
The contents are:
- The activity of insurance companies
- The insurance distribution
- The insurance contract (non-life insurance policy, life insurance policy)
- The consumer protection
- The insurance agency:
* Elements of Accounting and Financial Analysis,
* Portfolio Management,
* Customer Management, CRM, Customer and Customer Experience,
* Human Resources Management,
* Digital Processes,
* Elements of Sales Technique,
- Insurance Supervisory.

Full programme

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Bibliography

The course materials will be uploaded weekly to Elly platform. To download the materials it is necessary to register for the course with a password that will be communicated at the beginning of the course.

Teaching methods

Acquisition of knowledge: simulation activities and lectures.
Acquisition of the ability to apply knowledge: simulation activities and project work.
Acquisition of judgment: lessons and project work stimulate capacity for critical evaluation.
Developing capacities for learning: lessons present problematic situations and
stimulate critical focus search for appropriate solutions.
Acquisition of technical language: during the Lab highly specialized/technical language will be adopted and the teacher will illustrate the meaning of the most common terms used by the insurance community.

Assessment methods and criteria

- Progress examination during the Lab, through which will be find out active partecipation, applying knowledge, communication skills and use of appropriate technical language, making judgments and learning skills.

-Final written examination with 20 multiple-choice questions, each evaluated 1.5 marks, through which will be find out the acquisition of knowledge.

Final mark will be composed by: presence and partecipation (20%), progress examination (40%), final written examination (40%).

The "lode" is given to those particularly deserving students who, in addition to having complied with the requirements necessary to obtain a full assessment in the written test and in the intermediate tests, have on the whole demonstrated an appreciable knowledge of the contents, an excellent ability to apply the knowledge acquired, a high degree of autonomy of judgment and excellent communication skills.

The final grade is published in esse3 within 8 days of taking the exam.

Devices such as smartphones, smartwatches, tablets, etc. are strictly forbidden.

Other information

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2030 agenda goals for sustainable development

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