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ONBOARDING & IMPLEMENTATION

"How much work is the switch going to create?"

It’s the right question. And the most common one we hear. Switching CPD platform does involve work, the question is who does it. At Zing365, that’s largely us.

25 years

Insurance sector expertise

4.9/5

Average platform rating

14,000+

Registered learners

70+

Insurance sector clients

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"Zing gives us confidence, not just in learning, but in our ability to demonstrate competence properly. That’s critical for us as a network. The difference compared to our old system is night and day."

Steve Walton, Quality & Compliance Director, Momentum (107 AR firms)

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"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

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"The team have been incredibly accommodating, consistently driving the project forward with a collaborative approach. No request was ever too much, and they made a genuine effort to involve us at every stage of the process."

GHG Solutions

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"The experience has been extremely positive from both a technical and learner perspective.The process of testing and uploading the SCORM files into our Workday platform was straightforward and well supported."

Howden Insurance Brokers (Health & Care)

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"Being able to pick up the phone and speak to someone who understands both the system and the insurance context is incredible."

Steve Walton, Momentum

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A clear process. A calm transition.

Every onboarding follows the same structured framework. You’ll always know what’s happening next, who’s responsible, and what we’re handling on your behalf.

1

Alignment & planning

We start with a structured kick-off to understand your firm’s structure, compliance

requirements, reporting needs, and preferred level of involvement.

  • Named contacts confirmed from day one
  • Timelines and ownership agreed upfront, no surprises
  • Reporting requirements scoped to your FCA obligations
2

Platform setup & configuration

We handle the technical groundwork , so your team doesn’t have to. The platform is built correctly from the start, not patched later.

  • Platform configuration, branding and communications
  • Content structure, permissions and reporting views
  • Content licensing options available for networks and larger firms
3

Data preparation & structure

This is often where transitions feel most daunting. We guide you through what’s needed, and where possible, we handle it.

  • User uploads and hierarchy structuring
  • Reporting alignment to your firm’s MI requirements
  • CPD history preparation and migration (where required)
4

Learning design & experience

We help shape how the platform will actually be used, by role, by seniority, by the firm’s regulatory profile.

  • Role-based learning pathways and competence trails
  • Manager reporting access configured to your MI needs
  • Self-managed or fully managed, your choice
5

Launch & early support

We don’t go live and step back. The first few weeks matter, we stay close when reassurance matters most.

  • Admin and manager briefings before go-live
  • Launch communications prepared and delivered
  • Ongoing support from a named relationship manager
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"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."

Steve Walton, Quality & Compliance Director, Momentum

Why onboarding with Zing365 feels different

Most CPD providers hand you a platform and a login. We stay involved, because the
relationship is the product.

Named contacts throughout

Michelle, Kay, Bradley and Isaac are referenced by name in client reviews. You know who to call. You get through to someone who knows your account, your structure, and your FCA obligations.

Insurance knowledge, not just platform knowledge.

25 years in the sector. Our team understands FCA competence requirements, AR network
oversight, and what defensible CPD evidence actually looks like, not just how to configure an LMS.

Reporting you can trust

FCA-grade MI, built specifically for competence evidencing, not just hours logging. Momentum’s previous provider produced different results from the same report run an hour apart. Zing doesn’t.

150+ live webinars included from day one

Expert-led, sector-specific, CPD auto-logged. Your team has access to a full calendar of live learning from the moment they’re onboarded, included in the Zing Total CPD subscription.

Common concerns — answered plainly

“Our team doesn’t have the capacity to manage a platform migration.”

“We’ve already invested in a platform — we’re not switching.”

“We already have a CPD provider.”

"The timing isn't right."

From decision to done, properly supported.

Tell us about your firm. We’ll show you exactly what switching to Zing365 would look like, the
timeline, what we’d handle, what we’d need from you, and how we protect your compliance position throughout.