What is a mutual?

Lesson List

Introduction and Getting to Know Mutual
This module serves as an introduction to the course and the concept of mutualism. Topics will be addressed such as what a mutual society is and how AMUPEF positions itself in this context.

Welcome and Presentation of the course

What is a mutual?03:51

Getting to know AMUPEF

First Steps and Types of Partners
Here the initial steps to becoming an AMUPEF advisor will be explained, as well as the different types of partners and the benefits each receives.

Member Service
This module focuses on best practices for providing excellent member service, including specific tips and techniques to improve service quality.

Payments and Subscriptions
The different payment methods and types of subscriptions available will be covered, as well as how to manage them effectively.

Commercial Conditions and Schedules
This module covers the trading conditions that advisors should be aware of, including commissions, bonuses, and refund policies. A schedule with key dates will also be presented.

Affiliations and Control
The communication channels available, how to affiliate new members and how the control and supervision of affiliations is carried out will be explained.

Marketing and Sales Strategies
Here, effective strategies for marketing AMUPEF products and services will be addressed, including how to use tools such as CRM.

AMUPEF Specific Areas
This module focuses on specific areas of AMUPEF, such as vocational training, loan management, dentistry, health, insurance and tourism.

Shortcuts and Documents
It will explain how to access the different platforms and where to find important documents, templates and forms that may be necessary.

Final evaluation

What is a mutual?

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Introduction and Getting to Know Mutual
This module serves as an introduction to the course and the concept of mutualism. Topics will be addressed such as what a mutual society is and how AMUPEF positions itself in this context.

Welcome and Presentation of the course

What is a mutual?03:51

Getting to know AMUPEF

First Steps and Types of Partners
Here the initial steps to becoming an AMUPEF advisor will be explained, as well as the different types of partners and the benefits each receives.

First steps as an advisor

Types of partners and their benefits

Member Service
This module focuses on best practices for providing excellent member service, including specific tips and techniques to improve service quality.

The 5 tips for excellent care

Customer service techniques07:59

Payments and Subscriptions
The different payment methods and types of subscriptions available will be covered, as well as how to manage them effectively.

Payment methods

Types of subscriptions

Commercial Conditions and Schedules
This module covers the trading conditions that advisors should be aware of, including commissions, bonuses, and refund policies. A schedule with key dates will also be presented.

Commercial terms

Schedule of important dates

Affiliations and Control
The communication channels available, how to affiliate new members and how the control and supervision of affiliations is carried out will be explained.

How to recruit new members?

Control and supervision of affiliations

Marketing and Sales Strategies
Here, effective strategies for marketing AMUPEF products and services will be addressed, including how to use tools such as CRM.

How to market products and services?

Management tools (CRM)

AMUPEF Specific Areas
This module focuses on specific areas of AMUPEF, such as vocational training, loan management, dentistry, health, insurance and tourism.

Trainings

Loan Management

odontology

Health

Insurance

Tourism

Shortcuts and Documents
It will explain how to access the different platforms and where to find important documents, templates and forms that may be necessary.

Access to platforms

Important documents

Additional material

Final evaluation

Introduction and Getting to Know Mutual This module serves as an introduction to the course and the concept of mutualism. Topics will be addressed such as what a mutual society is and how AMUPEF positions itself in this context.

Welcome and Presentation of the course

What is a mutual?03:51

Getting to know AMUPEF

First Steps and Types of Partners Here the initial steps to becoming an AMUPEF advisor will be explained, as well as the different types of partners and the benefits each receives.

First steps as an advisor

Types of partners and their benefits

Member Service This module focuses on best practices for providing excellent member service, including specific tips and techniques to improve service quality.

The 5 tips for excellent care

Customer service techniques07:59

Payments and Subscriptions The different payment methods and types of subscriptions available will be covered, as well as how to manage them effectively.

Payment methods

Types of subscriptions

Commercial Conditions and Schedules This module covers the trading conditions that advisors should be aware of, including commissions, bonuses, and refund policies. A schedule with key dates will also be presented.

Commercial terms

Schedule of important dates

Affiliations and Control The communication channels available, how to affiliate new members and how the control and supervision of affiliations is carried out will be explained.

How to recruit new members?

Control and supervision of affiliations

Marketing and Sales Strategies Here, effective strategies for marketing AMUPEF products and services will be addressed, including how to use tools such as CRM.

How to market products and services?

Management tools (CRM)

AMUPEF Specific Areas This module focuses on specific areas of AMUPEF, such as vocational training, loan management, dentistry, health, insurance and tourism.

Trainings

Loan Management

odontology

Health

Insurance

Tourism

Shortcuts and Documents It will explain how to access the different platforms and where to find important documents, templates and forms that may be necessary.

Access to platforms

Important documents

Additional material

Final evaluation

Introduction and Getting to Know Mutual
This module serves as an introduction to the course and the concept of mutualism. Topics will be addressed such as what a mutual society is and how AMUPEF positions itself in this context.

First Steps and Types of Partners
Here the initial steps to becoming an AMUPEF advisor will be explained, as well as the different types of partners and the benefits each receives.

Member Service
This module focuses on best practices for providing excellent member service, including specific tips and techniques to improve service quality.

Payments and Subscriptions
The different payment methods and types of subscriptions available will be covered, as well as how to manage them effectively.

Commercial Conditions and Schedules
This module covers the trading conditions that advisors should be aware of, including commissions, bonuses, and refund policies. A schedule with key dates will also be presented.

Affiliations and Control
The communication channels available, how to affiliate new members and how the control and supervision of affiliations is carried out will be explained.

Marketing and Sales Strategies
Here, effective strategies for marketing AMUPEF products and services will be addressed, including how to use tools such as CRM.

AMUPEF Specific Areas
This module focuses on specific areas of AMUPEF, such as vocational training, loan management, dentistry, health, insurance and tourism.

Shortcuts and Documents
It will explain how to access the different platforms and where to find important documents, templates and forms that may be necessary.