The EMSI training that you are about to undergo is a comprehensive training course which covers the various components of EMSI´s U-Direct Exam Service.

The latest trend in life insurance is that middle-class Americans are buying policies in greater numbers from direct marketers than ever before. One of the fastest growing market segments in insurance today is the direct marketing industry, much of which is fueled by the use of the Internet for insurance education and sales. In response, EMSI developed and introduced U-Direct, a comprehensive workflow process for handling application packets for direct marketers of life insurance who require optimal service in technology, speed, quality and professionalism.

The EMSI certification program requires you complete the following steps:
An On-line Training Guide which covers the various components of the U-Direct Exam Service training.
Upon completion of the Course and Examination, you will receive a Certificate of Achievement.
U-Direct Exam Service Training Outline

Lesson 1: Course Objectives and U-Direct Exam Business Overview
Lesson 2: U-Direct Exam Service Process
Lesson 3: Service Level Agreements
Lesson 4: Examiner Work Order and Application Form Packet Fulfillment
Lesson 5: Appointment Scheduling and Preparation
Lesson 6: Statusing
Lesson 7: Completing the U-Direct Exam Service
Lesson 8: Imaging Exam Documents
Lesson 9: Quality Performance and How to Avoid Common Errors
Lesson 10: Evaluation and Conclusion

Appendix: Appendix Documents Forms and Information

Post Test: Certification of Completion

Appendix Content
(APPENDIX material is presented in PDF format)

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