Insurance Services

It's vital for Insurance professionals to have up-to-date training. Our Insurance Services courses cover basic insurance principals, assisting customers with claims and giving customers clear & fair information through the Code of Business Sourcebook.

There are three courses to choose from in this category, use the tabs below to find out more.

Getting to grips quickly with the basics of insurance is a key requirement for those joining the industry, whether in a customer servicing role, a claims handling role, or any other, this course will ensure that a new joiner is ready and competent to undertake their role.

Key Learning Points

This course will help you to:

  • Gain a good understanding of the words and terms used in insurance.
  • Understand the principles upon which insurance is founded, the nature of risk, the structure of the market and its various players.
  • Identify the main types of insurance and learn how a policy is constructed.
  • Apply this knowledge to your own working practices.


This course is suitable for all newcomers to the insurance industry, regardless of their specific role. It is also beneficial for existing insurance professionals undertaking a technical role for the first time.

Claims processing by insurance companies must comply with rules contained in the Insurance: Conduct of Business Sourcebook, known as the ICOBS. Issued by the FSA, ICOBS applies to both consumers and commercial customers. The main objective of ICOBS is to ensure that customers are treated fairly and that claims are handled fairly and promptly.

Key Learning Points

This course will help you to:

  • Understand the most important features of ICOBS including the steps to ensure customers are given appropriate policy information so they can make informed decisions
  • Ensure employees treat customers fairly when handling claims
  • Apply ICOBs features to your role and the role of others in your business


ICOBS outlines high-level standards that apply to all non-investment insurance product sales (general insurance and protection policies). This course is suitable for all customer-facing staff who are responsible for product sales and claims handling to ensure that all advice is suitable for your customers. 

The arranging of the insurance portfolio is only part of the process, equally important is the ability to be there when a claim occurs. Our Assisting Customers with Claims eLearning course will help claim handlers in your business to really understand the customer's needs.

Key Learning Points

This course will help you to:

  • Understand how important the insurance market is in the UK
  • Identify which claims activities are regulated by the FCA and why
  • List the procedures that must be followed to make sure that insurance claims are processed in line with regulations


This course is suitable for insurance intermediaries and insurance company personnel. People working outside the insurance industry may also benefit if they are directly or indirectly involved with general insurance.

Compliance eLearning that helps you...

  • Increase engagement with beautiful, dynamic courses

  • Improve communication between leadership and staff

  • Equip employees to do their jobs well & reach their goals

  • Detect & prevent violations of the law

  • Protect your company and its assets from illegal activity

  • Avoid scenarios such as loss of authorisation and penalties

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