Introduction
Momentum is a fast-growing network of general insurance–focused appointed representatives, supporting 107 AR firms.
As a network, Momentum carries significant responsibility — not only to support broker development, but to demonstrate ongoing competence, supervision, and learning quality across its members in line with Financial Conduct Authority (FCA) expectations.
In 2025, Momentum partnered with Zing365 to deliver a fully white-labelled CPD and learning solution — giving Momentum confidence in its regulatory oversight, while allowing member firms genuine ownership of how their people learn and develop.
The partnership is led by Steve Walton, Quality & Compliance Director, who joined Momentum in 2023 after seven years as a compliance consultant.
“One of my biggest concerns when I joined was confidence — confidence that we could genuinely evidence competence across the network, not just say training was happening.”
Steve Walton, Quality & Compliance Director, Momentum
The Challenge
Before Zing365, Momentum had been using an established provider for several years. On the surface, the system appeared functional. In practice, confidence in it had steadily eroded.
Key issues included:
- Inconsistent content accuracy
- An overly complex and unintuitive platform
- Minor user errors invalidating hours of learning without warning
“If someone missed a tiny tick box, they could spend two hours completing a module only to find it hadn’t recorded. That’s incredibly frustrating for brokers — and unacceptable for us as a network.”
Reporting Failures
Reporting was the biggest concern:
- Data was unreliable
- Insights were limited
- Trust in outputs was low
“You could run the same report an hour apart and get different results. When that happens, you stop trusting the system altogether.”
With around 90 internal users and 100+ AR firms, this created genuine regulatory risk. Momentum struggled to:
- Reliably identify gaps in user learning
- Efficiently evidence learning and supervision
As a network, Momentum must be able to demonstrate competence clearly and defensibly to the FCA — not just internally, but across all appointed representatives.
“As a network, we don’t just need learning to happen. We need to be able to evidence competence in a way that would stand up to FCA scrutiny.”
Under the previous system, that assurance simply wasn’t there.
Why Zing365
When Steve joined Momentum, he conducted a full market review. Having worked as a consultant, he was already familiar with Zing365’s reputation within general insurance.
What stood out immediately was confidence — in both the content and the people behind it.
“I’d seen a lot of platforms over the years. With Zing, the difference was how confident I felt straight away — in the accuracy of the content and in the integrity of the reporting.”
What Zing365 Offered
- A modern, intuitive LMS brokers actually want to use
- Accurate, up-to-date general insurance content
- Regularly refreshed learning materials
- A fully white-labelled solution aligned to Momentum’s brand
- Reliable reporting for competence and supervision
- Flexibility to host Momentum’s own webinars and internal learning
“Some providers had far more content, but it wasn’t nearly as good. With Zing, everything felt current, relevant and dependable.”
The Solution
Momentum now uses a fully white-labelled Zing365 platform across its entire network.
The platform acts as a central hub for:
- CPD and regulatory learning
- Evidence of competence and supervision
- Structured onboarding for new joiners
- Hosting Momentum’s own webinars and internal content
Steve often describes the platform as a “garden shed”:
“Zing is like our garden shed. All the tools are there. We give our members the keys and let them build learning pathways that suit their business and risk profile.”
This approach provides Momentum with the oversight it needs, while empowering AR firms within a clear, FCA-aligned framework.
The Impact
The impact has been immediate and tangible — particularly from a regulatory and compliance perspective.
Momentum can now:
- Evidence competence clearly and efficiently
- Report consistently across the network
- Demonstrate learning quickly when required
“If we were asked to evidence competence — whether internally or by one of our external insurer partners — we’re confident that we can do that easily. That peace of mind is huge.”
Operationally, the training and development lead now spends around 60% of her time inside the system, focusing on shaping learning rather than resolving issues.
Member Feedback
- Average platform rating: 4.9 / 5
- Brokers consistently praise:
- Clarity
- Usability
- Reliability
“The difference compared to our old system is night and day.”
The “This Is Working” Moment
For Steve, the defining difference has been service.
“Being able to pick up the phone and speak to someone who understands both the system and the insurance context is incredible.”
Issues that previously took days or weeks to resolve are now handled quickly and confidently — reinforcing trust in both the platform and the partnership.
The Result
Momentum now has a CPD and learning solution that reflects its position as a high-quality, forward-thinking insurance network.
The Zing365 partnership delivers:
- Confidence in evidencing competency in line with regulatory expectations
- Reliable reporting and supervision oversight
- A fully white-labelled platform aligned to Momentum’s brand
- Flexibility for members to shape learning appropriately
- A scalable solution ready for continued growth
Most importantly, Momentum has restored trust — in its systems, its data, and its ability to support members properly.
