Case Design Certificate - Module 2: Tools for the Case Designer

The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module.

Module Overview:

Module 2 – Tools for the Case Designer
This module of the Nailba Case Design Certificate coursework equips case designers with essential tools and best practices for their role. It categorizes these tools into five main types: illustration and quoting engines, field underwriting tools, presentation tools, customer relationship management (CRM) software, and additional resources, highlighting their specific functions, benefits, and considerations. By understanding how to effectively utilize these tools, case designers can enhance their efficiency and accuracy in providing life insurance solutions.

Learning Objectives

• Identify and categorize the key tools available to case designers.

• Understand the benefits and limitations of various illustration, underwriting, and CRM tools.

• Apply best practices for utilizing these tools to improve case design efficiency and client presentation effectiveness.

PROFESSIONAL DEVELOPMENT COMMITTEE

COURSE CONTRIBUTORS