Working with TAL made easy

Can you navigate TAL’s processes effectively? Would you like more assistance around ways to simply requirements when making a claim with us? Now there’s a new way to find the information you need.

Introducing Working with TAL, a new education stream now available at TAL Risk Academy.

Drawing on feedback from the adviser community, our expert educators and product team, along with our underwriting and operations team, we have created Working with TAL to focus specifically on the training you’ve told us you need to better understand our products and processes. Find out more about:

retail risk products

Our Products

Our Product Managers discuss our Income Protection, Life, TPD and Critical Illness products. Learn how our award-winning Accelerated Protection products stack up in the market, with features that help protect your clients at every stage of life.

New Policy Processes

Hear from the National Underwriting Manager and learn how to get new policies off to the best start with courses covering applications, pre-assessments, underwriting and suspense management. We’ll show you how to perfect your pre-assessments, save time with TAL tele-interviews, streamline your business with TAL and learn all about TAL underwriting.

Supporting Existing Clients

Support your in-force clients, streamline policy management, and improve client retention with product and pricing updates and courses to help you get the most from our in-depth TAL Adviser Centre reporting.

Claims at TAL

Presented by the TAL Claims team, our consultants talk through how to make claims time as smooth as possible These courses will get you across our claims processes, provide tips to help you support your clients when they need you most, and show you how to go beyond the stats with TAL Reality Checker.

These courses make it easier for you and your team to work with us every day, and our program continues to grow and evolve, with new courses being added all the time. Your continuing feedback will help us ensure we’re providing the training you need to create better outcomes for your clients and your business.

More to explore in 2024

TAL Risk Academy’s trusted education program features many new and refreshed courses for 2024, including our core range of brand- and product-neutral CPD-accredited courses. Whether you work in client services, as an adviser or business owner, or as a new entrant to our profession, TAL Risk Academy offers continuing professional development courses you can tailor to your needs, at every stage of your career.

To browse the courses now available at TAL Risk Academy.

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