general onboarding training
We welcome you to GENERALI, a company that firmly believes in the value of the professional mediation model and in long-term collaboration with Brokers.
Our territorial organisation is designed to be close to each Broker, offering a clear structure, specialised teams and reference persons who support the development of the business on a daily basis.
You are starting a new chapter supported by a solid company, with a partnership approach, that invests in relationships based on trust, continuous support and mutual growth. From the very first moment, you will find a committed team to accompany you and facilitate your new journey with GENERALI.
Ramiro Barral
Director of Territorial Organisation
Training is a key element at GENERALI and an essential component for a solid and secure onboarding.For this reason, we have designed a support and training plan that will allow you to gradually learn how we work, what tools are at your disposal, and which teams you will interact with. This training journey is designed to adapt to your real needs, combining a global vision, practical content, and flexible learning spaces. Our commitment is to support you at every stage, resolving doubts and making you feel comfortable and supported from day one.
joan ramón miró Methodology and Commercial Training Director
Your onboarding journey at GENERALI
Generali Spain Insurance and Reinsurance
Un recorrido pensado para avanzar paso a paso, con flexibilidad y apoyo continuo.
Territorial proximity
Key tools
Welcome and global vision
Product and Operations
26
Thursday 22 January
Monday 26 January
Wednesday 28 January
28
22
11:30h (1 hour duration)
10:00h (1 hour duration)
10:00h (1 hour duration)
Welcome and Territorial Organisation
What is the SAM?
What is the CSG?
Ramiro Barral
Director of Territorial Organisation
Pere Gavaldà
Ismael de los Santos
Joan Ramón Miró
Head of Operations Catalonia
Head of Business Subscription Centre
Director of Marketing and Commercial Training
Register
Register
Register
Friday 30 January
Thursday 29 January
30
29
10:00h (1 hour duration)
10:00h (1 hour duration)
PHASE 1: WELCOME AND GLOBAL VISION
What is the COS?
What is the CAT?
Gemma Rigau
Carlos Amargós
Get to know GENERALI and how we work.
These sessions will allow you to learn about the organisation of GENERALI.
Claims Director
Service Management & QA
Register
Register
Phase 2: New Generali Portal
The central tool for your daily operations.
In this session, you will learn about the Distributor Portal, where you will manage quotes, policies, claims, receipts, and campaigns.
02
Monday 02 February
09:30h (1 hour duration)
NEWGenerali Portal
Angel Piqueras
Distributor & Digital Experience
Sign Up
Phase 3: Products and operations (SPANISH)
Duration: 90 min Peninsula time
Total flexibility to organise your team's attendance.
During three weeks, virtual and practical sessions will be offered, focused on the products, operational environment, and daily management with Generali. You choose which to attend.
Life risk + accidents + ILT
4 February (16:00)
5 February (09:30)
HEALTH + FUNERAL
11 February (09:30)
5 February (16:00)
My company
25 February (09:00)
12 February (16:00)
Communities
17 February (09:30)
10 February (16:00)
Register
Register
Register
Register
Mon
Tue
Wed
Thu
Fri
Sat
Sun
February
12
21
20
27
30
10
23
15
31
17
27
25
16
28
24
26
18
19
22
26
29
28
11
14
13
Genernet+ accounting
Claims management
3 February (09:30)
26 February (09:30)
11 February (16:00)
26 February (16:00)
Register
Register
Phase 3: Products and operations (ENGLISH)
Duration: 2 hours Peninsular time
Total flexibility to organise your team's attendance.
For three weeks, virtual and practical sessions will be offered, focused on products, the operational environment, and daily management with Generali. You choose which to attend.
Life risk + accidents
2 March 09:30
funeral
25 February 12:00
Communities
26 February 09:30
My company
3 March 09:30
motor (national)
20 February 11:00
Home (national)
5 March 10:30
Health
25 February 16:00
Sign up
Sign up
Sign up
Sign up
Sign up
Sign up
Sign up
Mon
Tue
Wed
Thu
Fri
Sat
Sun
February
12
21
20
27
30
10
23
15
31
17
27
25
16
28
24
26
18
19
22
26
29
28
11
14
13
Claims management
Distributor portal
Genernet+ accounting
26 February 16:00
27 February 09:30
19 February 10:00
Sign up
Sign up
Sign up
Phase 4: Welcome from your Territorial
Closeness, reference persons and direct support. In this phase, you will learn how your Territorial is organised and who your reference persons will be for daily support.
March
Get to know your territory
Territorial Address
Coming soon
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Transcript
general onboarding training
We welcome you to GENERALI, a company that firmly believes in the value of the professional mediation model and in long-term collaboration with Brokers. Our territorial organisation is designed to be close to each Broker, offering a clear structure, specialised teams and reference persons who support the development of the business on a daily basis. You are starting a new chapter supported by a solid company, with a partnership approach, that invests in relationships based on trust, continuous support and mutual growth. From the very first moment, you will find a committed team to accompany you and facilitate your new journey with GENERALI.
Ramiro Barral Director of Territorial Organisation
Training is a key element at GENERALI and an essential component for a solid and secure onboarding.For this reason, we have designed a support and training plan that will allow you to gradually learn how we work, what tools are at your disposal, and which teams you will interact with. This training journey is designed to adapt to your real needs, combining a global vision, practical content, and flexible learning spaces. Our commitment is to support you at every stage, resolving doubts and making you feel comfortable and supported from day one.
joan ramón miró Methodology and Commercial Training Director
Your onboarding journey at GENERALI
Generali Spain Insurance and Reinsurance
Un recorrido pensado para avanzar paso a paso, con flexibilidad y apoyo continuo.
Territorial proximity
Key tools
Welcome and global vision
Product and Operations
26
Thursday 22 January
Monday 26 January
Wednesday 28 January
28
22
11:30h (1 hour duration)
10:00h (1 hour duration)
10:00h (1 hour duration)
Welcome and Territorial Organisation
What is the SAM?
What is the CSG?
Ramiro Barral
Director of Territorial Organisation
Pere Gavaldà
Ismael de los Santos
Joan Ramón Miró
Head of Operations Catalonia
Head of Business Subscription Centre
Director of Marketing and Commercial Training
Register
Register
Register
Friday 30 January
Thursday 29 January
30
29
10:00h (1 hour duration)
10:00h (1 hour duration)
PHASE 1: WELCOME AND GLOBAL VISION
What is the COS?
What is the CAT?
Gemma Rigau
Carlos Amargós
Get to know GENERALI and how we work. These sessions will allow you to learn about the organisation of GENERALI.
Claims Director
Service Management & QA
Register
Register
Phase 2: New Generali Portal
The central tool for your daily operations. In this session, you will learn about the Distributor Portal, where you will manage quotes, policies, claims, receipts, and campaigns.
02
Monday 02 February
09:30h (1 hour duration)
NEWGenerali Portal
Angel Piqueras
Distributor & Digital Experience
Sign Up
Phase 3: Products and operations (SPANISH)
Duration: 90 min Peninsula time
Total flexibility to organise your team's attendance.
During three weeks, virtual and practical sessions will be offered, focused on the products, operational environment, and daily management with Generali. You choose which to attend.
Life risk + accidents + ILT
4 February (16:00)
5 February (09:30)
HEALTH + FUNERAL
11 February (09:30)
5 February (16:00)
My company
25 February (09:00)
12 February (16:00)
Communities
17 February (09:30)
10 February (16:00)
Register
Register
Register
Register
Mon
Tue
Wed
Thu
Fri
Sat
Sun
February
12
21
20
27
30
10
23
15
31
17
27
25
16
28
24
26
18
19
22
26
29
28
11
14
13
Genernet+ accounting
Claims management
3 February (09:30)
26 February (09:30)
11 February (16:00)
26 February (16:00)
Register
Register
Phase 3: Products and operations (ENGLISH)
Duration: 2 hours Peninsular time
Total flexibility to organise your team's attendance.
For three weeks, virtual and practical sessions will be offered, focused on products, the operational environment, and daily management with Generali. You choose which to attend.
Life risk + accidents
2 March 09:30
funeral
25 February 12:00
Communities
26 February 09:30
My company
3 March 09:30
motor (national)
20 February 11:00
Home (national)
5 March 10:30
Health
25 February 16:00
Sign up
Sign up
Sign up
Sign up
Sign up
Sign up
Sign up
Mon
Tue
Wed
Thu
Fri
Sat
Sun
February
12
21
20
27
30
10
23
15
31
17
27
25
16
28
24
26
18
19
22
26
29
28
11
14
13
Claims management
Distributor portal
Genernet+ accounting
26 February 16:00
27 February 09:30
19 February 10:00
Sign up
Sign up
Sign up
Phase 4: Welcome from your Territorial
Closeness, reference persons and direct support. In this phase, you will learn how your Territorial is organised and who your reference persons will be for daily support.
March
Get to know your territory
Territorial Address
Coming soon