Assessing Customer Needs

Description

In this course we will explore the regulatory requirements and legal obligations of assessing customer needs in both advised and non-advised sales, ensuring that you can navigate the regulatory framework confidently.This course is designed for insurance intermediaries involved in advising or selling of general insurance products (such as brokers). It is suitable for both newcomers and experienced individuals looking to enhance their knowledge of customer needs assessment within the regulatory framework.Objectives

Understand the UK's regulatory framework governing customer needs assessment in general insurance
Learn how to conduct customer needs assessments effectively to establish suitability and demands and needs
Recognise the differences between advised and non-advised sales
Understand how to assess the 'information needs' of customers - including those with characteristics of vulnerability

"We have been working with Zing365 over the last couple of months on building our new learning platform, they have been extremely accommodating – working with us to constantly move the project forward."

Coversure

"The team have been incredibly accommodating, consistently driving the project forward with a collaborative and solutions-focused approach.

No request was ever too much, and they made a genuine effort to involve my colleague and myself at every stage of the process."

GHG Solutions

"When it came to finding the right L&D platform for our organisation, the Zing365 platform stood out from all other providers and met all our needs in terms of functionality, features and benefits."

CCTA

"We have been working with Matt & Zing 365 for some time now and they are our preferred training provider.

The quality of material and content is excellent, and the delivery of the training by Matt is the best I have ever seen in a training environment."

Protect Commercial

“The mentorship and guidance throughout the process was invaluable and we highly recommend their services and look forward to working on future projects together.”

Crawford & Company

"We have all managed to improve our approach to our individual brokers and markets, all seeing successes.

Matt also did a follow up meeting with the team which allowed us to ask any questions on things that may not have gone as expected and, from that, we managed to improve yet again."

Kentro Capital Limited

"It’s always a pleasure working with Michelle, incredibly prompt replies, helpful progress reports and structured responses to keep us updated on concurrent projects and training sessions.

The trainer (Bernie) always gets very good reviews and I still remember her training years after attending.”

Clarion

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Description

"We have been working with Zing365 over the last couple of months on building our new learning platform, they have been extremely accommodating – working with us to constantly move the project forward."

"The team have been incredibly accommodating, consistently driving the project forward with a collaborative and solutions-focused approach.

"When it came to finding the right L&D platform for our organisation, the Zing365 platform stood out from all other providers and met all our needs in terms of functionality, features and benefits."

"We have been working with Matt & Zing 365 for some time now and they are our preferred training provider.

“The mentorship and guidance throughout the process was invaluable and we highly recommend their services and look forward to working on future projects together.”

"We have all managed to improve our approach to our individual brokers and markets, all seeing successes.

"It’s always a pleasure working with Michelle, incredibly prompt replies, helpful progress reports and structured responses to keep us updated on concurrent projects and training sessions.

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