Course Description

Working with a High Net Worth Client commands a very different set of skills and claims service to meet their service expectations. 

This course is intended to inform and equip team members to effectively communicate and understand expectations for high net worth claims. 

Technicians must learn how to connect, how to engage using communication strategies while on the job site. 

This includes the types of customers and their unique needs, understanding of privacy without fame blushing all with a clear understanding of an escalated level of professionalism using the five essential ingredients to build trust with this exclusive client base. 

Technicians will also gain a holistic view of the claim process and how the work they do contributes to the overall claim experience and success.

Course curriculum

  • 01

    DSN Distinction Program: High Net Worth for Technicians

    • DSN Distinction Workbook

    • Introduction Video to DSN High Net Worth Technician
  • 02

    Module 1: What is High Net Worth?

    • Lesson 1: High Net Worth Defined

    • Lesson 2: Customer Experience Defined

    • Module 1: Sum It Up!
  • 03

    Module 2: Insured Items

    • Lesson 1: What are they Insuring

    • Lesson 2: What the Customer

    • Module 2: Sum It Up!
  • 04

    Module 3: The Customer Experience

    • Lesson 1: The 4 Pillars of Customer Experience

    • Lesson 2: No Need for the Small Talk

    • Module 3: Sum It Up!
  • 05

    Module 4: Protocols & Expectations

    • Lesson 1: Emergency Service Expectations

    • Lesson 2: Daily Updates & Claim Service

    • Module 4: Sum It Up!
  • 06

    Module 5: Contents Evaluation

    • Lesson 1: Sorting & Evaluation of Contents

    • Lesson 2: Contents & Handing with Extra Care

    • Module 5: Sum It Up!
  • 07

    Module 6: Privacy Rights

    • Lesson 2: Contents & Handing with Extra Care

    • Lesson 2: Internet & Fame Management

  • 08

    Module 7: Managing Perception

    • Lesson 1: Image, Appearance & Managing

    • Lesson 2: Engaging with the Client – Do’s & Don’ts

  • 09

    Distinction Program Resource Guide

    • Distinction Program Resource Guide