Introduction
David Roberts & Partners (DR&P) is a specialist insurance broker operating within the wider BMS Group, supporting a growing and increasingly complex business. With ongoing acquisitions and a workforce that continues to expand, DR&P needed a CPD and learning approach that could scale — without losing sight of people, culture, and quality.
Since July 2025, DR&P has partnered with Zing365, adopting a white-labelled Total CPD solution supported by a fully managed service. Today, more than 500 users are active on the platform, with numbers growing each month as the business continues to acquire new brokers.
The partnership was championed by Mark Tyrrell, Risk & Compliance Director at DR&P. A former Compliance Consultant, Mark joined the business to build a formal risk and compliance function — including training and development — from the ground up.
“This was never about ticking boxes. It was about investing in our people and giving them ownership of their development.”
Mark Tyrrell, Risk & Compliance Director, DR&P
The Challenge
When Mark joined DR&P, one of his first priorities was to review group-wide learning and CPD.
While CPD activity was taking place, the incumbent system wasn’t delivering what the business needed. Mark lacked:
- Meaningful management information (MI)
- Clear evidence of learning and development
- Confidence that training genuinely supported competence
- A user experience that encouraged engagement
The platform felt dated and difficult to use. Reporting was limited, and extracting MI to demonstrate compliance was time-consuming and frustrating.
Just as importantly, Mark wanted a solution that aligned with DR&P’s values. This wasn’t about compliance theatre. He wanted a system that:
- Put people first
- Encouraged employees to take control of their own development
- Made learning feel relevant, modern, and engaging
- Demonstrated real investment in staff
After reviewing all available options — including internal platforms — Mark concluded DR&P needed something more dynamic, modern, and learner-focused.
Why Zing365
Zing365 stood out for two reasons: values and execution.
From the first conversations, Mark felt the Zing365 team understood both the regulatory realities of general insurance and the importance of culture. As a former compliance consultant himself, shared experience mattered.
“They got it straight away. The challenges, the pressures, the reality of insurance — there was no learning curve.”
Key differentiators included:
- A modern LMS built for insurance
- Industry-specific CPD content
- The ability to build and host bespoke learning
- Flexibility and speed of execution
Timing was critical. DR&P needed to transition away from its incumbent solution at short notice, and Zing365 supported a smooth changeover — handling complexity and minimising disruption.
Crucially, Zing365 didn’t just provide software. They partnered with DR&P through a fully managed service, taking responsibility for:
- User onboarding
- Enrolment management
- Reporting and MI production
- Supporting growth as new brokers are acquired
“It felt like a joint project, not something we were left to figure out ourselves.”
The Solution
Today, DR&P uses a white-labelled Zing365 Total CPD solution, delivered as a fully managed service.
The platform provides a modern, engaging learning environment where employees can:
- Access relevant, insurance-specific CPD
- Take ownership of their own learning
- Engage with content that feels current and purposeful
Behind the scenes, Zing365 supports Mark with:
- Clear, reliable MI
- Evidence that learning is taking place and evolving
- Reporting that articulates the value of the function internally
As the business grows, the solution scales seamlessly — without adding operational burden.
“The MI alone has transformed how I can explain and evidence the work we’re doing.”
The Impact
The impact has been immediate and practical.
Employee feedback has been consistently positive, with no negative feedback since implementation. The platform fits naturally with DR&P’s culture and how the business operates.
For Mark, the difference is clarity and confidence. He now has:
- Visibility of learning activity across the business
- Confidence that CPD supports real development
- A system that makes compliance easier to evidence
- A partner who understands the insurance landscape
“It does exactly what we expected it to do — and does it well.”
The “This Is Working” Moment
For DR&P, the moment it clicked was the confidence in delivery.
The platform, service, and relationship all matched expectations from day one. Zing365’s industry expertise — particularly in general insurance — meant conversations were efficient, relevant, and grounded in real experience.
“There’s comfort in knowing you’re working with people who genuinely understand your world.”
If Zing365 Disappeared Tomorrow
What DR&P would miss most isn’t the software — it’s the relationship.
“The relationship matters most. It feels like a shared partnership built on aligned values.”
Zing365’s size, approachability, and service mindset ensure DR&P feels valued, not lost in a large vendor ecosystem. Replacing that level of partnership — alongside the managed service and insurance expertise — would be difficult.
The Result
Today, DR&P has:
- A modern, people-first CPD approach
- Clear, reliable MI to support compliance and governance
- A scalable solution that grows with the business
- A trusted partner in Zing365
As DR&P continues to acquire new brokers and expand, the partnership provides confidence that learning, development, and compliance will scale alongside the business — without losing quality or intent.
