Lesson List

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

Welcome and Course Presentation
What is a mutual?03:51
Getting to Know AMUPEF

First Steps and Types of Members
Here the initial steps to become an AMUPEF advisor will be explained, as well as the different types of members and the benefits each one receives.

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

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

Commercial Terms and Schedules
This module covers the commercial terms that advisors must know, including commissions, bonuses, and refund policies. A schedule with key dates will also be presented.

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

Marketing and Sales Strategies
This section will cover effective strategies for marketing AMUPEF's products and services, including how to use tools such as the CRM.

Specific Areas of AMUPEF
This module focuses on AMUPEF's specific areas, such as professional 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 required.

Final Evaluation

Go to course home
What is a mutual?
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