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Free course template · Global

Life and health insurance essentials: Product knowledge and needs analysis

A ready-made course, live deck and two surveys for new agents. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • Two invented customers ask "how much life insurance do I need?"
  • Same question, different answers
  • Checklist
  • Quiz

  • Life cover
  • Health and income
  • Tabs
  • Flashcards
  • Matching quiz

  • Five steps
  • Fact-find
  • Process
  • Checklist
  • Quiz
  • Multi-select quiz

  • Ana's budget
  • The health question
  • Match the need
  • Scenario
  • Sorting activity
  • Matching quiz

  • Stay inside your licence
  • Overpromising
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Ana and Ben ask the same question. What do you do first?

 

You need the facts about the household before any product or amount makes sense. Quoting or recommending first risks cover that does not fit the person.

Lesson 1, Two families, one question, teaches this. See the outline

Question 2 of 3

What should you work out before you compare products?

 

The gap between what the household needs and what it already has is the starting point. Products are then compared against that gap.

Lesson 3, Needs analysis, teaches this. See the outline

Question 3 of 3

You are not sure a product guide is the current version. What do you do?

 

Using a guide that may be out of date risks giving a customer wrong information. Checking the approved source, or asking compliance, takes minutes.

Lesson 5, Speak up and apply, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Life and health insurance essentials: Product knowledge and needs analysis

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Slate mono

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 8 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Two families, one question · 8 min

    Before you begin · Two invented customers ask "how much life insurance do I need?" · Same question, different answers

  • Lesson 2: Products in brief · 8 min

    Life cover · Health and income · Check

  • Lesson 3: Needs analysis · 8 min

    Five steps · Fact-find · Check

  • Lesson 4: Grey areas · 8 min

    Ana's budget · The health question · Match the need

  • Lesson 5: Speak up and apply · 8 min

    Stay inside your licence · Overpromising · Check

  • Lesson 6: Final assessment and completion · 5 min

    Your next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding, before licensing exam preparation finishes , and when the product range changes.

New agents, call-centre advisers and customer service staff who explain or sell life and health insurance; run by the sales training lead.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Approved materials link
  • Compliance contact
  • Licensing or ce contact
  • Reporting route
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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