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Description

Digital Insurance Contracts: Online Subscription, Servicing and Proof

Secure a remote subscription journey from pre-contractual disclosure through to evidence of the contract

  • 1 day — 7 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Online subscription shifts the risk profile: pre-contractual disclosure becomes a sequence of screens, consent materialises as a click, and proof of the contract rests on technical records. In the event of a dispute, the insurer must be able to demonstrate what was displayed, when and to whom.

This one-day programme follows the electronic journey end to end: the content and timing of pre-contractual disclosure, the capture of consent and electronic signature, the delivery and archiving of documents, the exercise of free-look and cancellation rights, and the handling of endorsements remotely. The work is based on the analysis of live subscription journeys.

Learning objectives

  • Structure the pre-contractual information delivered throughout the online journey
  • Capture consent in a way that can be evidenced
  • Select the level of electronic signature appropriate to the contract concerned
  • Organise the archiving of documents and journey records
  • Handle free-look cancellation, endorsements and termination remotely

What makes this programme different

The subscription journey is reviewed screen by screen through to the evidence file
Legal requirements are translated into specifications usable by technical teams
A dispute scenario tests the genuine ability to prove the contract

Programme

1The Online Subscription Journey

Delivering information at the right moment

  • Content and sequencing of pre-contractual disclosure
  • Needs assessment and traceability of the duty to advise
  • Screen design and readability of the documents provided
  • Mandatory disclosures and accepted durable media

2Consent, Signature and Evidence

Establishing that the contract exists

  • Formalising consent and time-stamping user actions
  • Levels of electronic signature and selection according to exposure
  • Identifying the policyholder and verifying identity remotely
  • Building the evidence file and retaining system records
  • Evidential archiving and retention periods

3Servicing the Contract Remotely

Managing events without paper documents

  • Exercising free-look and cancellation rights and calculating deadlines
  • Endorsements, amendments and notification to the insured
  • Remote termination and confirmation that it has been processed
  • Handling complaints and requests for access to documents

Who is it for

Insurance legal counsel · compliance officers · insurance product managers · digital channel managers and policy administration staff.

Prerequisites

Familiarity with how insurance contracts operate and how they are distributed.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.