The IDD set out requirements for insurance intermediaries to have a comprehensive understanding of the insurance products they sell, including their features, terms and conditions. Why? Because if you don’t understand them, how will your customers? Clear communication of policy terms and conditions (Ts&Cs) is critical to building trust, meeting regulatory expectations, and ensuring good customer outcomes. This 1-hour webinar will explore the minimum knowledge requirements brokers must meet, the vital role they play in helping clients understand cover, and how the FCA’s Consumer Duty raises expectations for clarity and fairness. We’ll also share practical tips and techniques to help you explain Ts&Cs effectively,avoiding jargon, highlighting key risks and exclusions, and ensuring clients make informed decisions.
-Explain the broker’s role in ensuring clients understand coverage, limitations, and obligations.-Apply the principles of the FCA’s Consumer Duty to improve clarity, transparency, and customer outcomes.-Use practical techniques to communicate Ts&Csin a clear, client-friendly, and compliant way
Zing365 has been a leading provider of training & development services to the UK insurance market since 2000 and is based in Bristol, England.
