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Best practice series

Case studies


Welcome to our collection of best practice case studies. Each study is presented from a client’s perspective, and details how the Chartered Insurance Institute has helped enable professional development and learning through partnership within an organisation. Case studies reveal specific business outcomes and how these compared to objectives set at the inception of the partnership.

Look further at the wide variety of different businesses, organisations and establishments we have worked with to improve standards across the profession.

Case studies

BIBA – a long story of success (PDF)
Intermediary organisation
Insurance broking has changed in complexity in recent years due to regulation, governance, economic uncertainty and technological development. To help keep knowledge up-to-date BIBA has partnered with us for almost 20 years, benefitting from our products such as the e-learning platform Broker Asses, which now has 35,000 licenses live.

BIMTECH – professionalising India's 21st century insurance sector (PDF)
Education institution
The Birla Institute of Management Technology (BIMTECH) is now a well recognised centre of education in insurance and risk management that supports the rapidly growing insurance sector in India.  BIMTECH's (PGDM) Insurance Business Management course has been accredited by the CII, giving BIMTECH graduates the option to then apply for ACII status.

Capita India – setting the standard for professional development (PDF)
Business process management
Capita India's in-house training manages professional development for all staff in India. Professional standards are core to what they do and are supported by programmes overseen by CII qualified supervisors. Capita programmes use the latest CII course outlines and materials, so that candidates will be well informed and prepared.

Friends Provident International – professionalising financial services in the UAE (PDF)
Savings, investment and protection products
In 2015 Friends Provident International (FPI) decided to start a training programme to enable their salespeople to gain professional qualifications. After reviewing several options they decided that our internationally tailored qualifications best suited their needs and act as a differentiator in their markets.

Gargash Insurance – changing perceptions in the UAE (PDF)
Insurance broker
Gargash's training has one overriding objective of providing customers with the best possible service through having competent staff. By encouraging the take-up of CII qualifications Gargash are developing the knowledge of their staff and in turn building public trust in insurance globally.

Green Delta – building on three decades of leadership (PDF)
Insurer
Green Delta leads the way in Bangladesh's small but growing insurance market, providing insurance products since 1985. To ensure they always stay ahead, they have a strong partnership with Professional Advancement Bangladesh Limited (PABL) who help get Green Delta's staff technically qualified through their CII accreditation programme.

Lingnan University – professionalising tomorrow's workforce in Hong Kong (PDF)
Education institution
Insurance is one of the fastest growing sectors in Hong Kong, with a high demand for technically qualified new entrants. Lingnan prepares its students through their BBA (Hons) Risk and Insurance Management programme which then gives graduates a fast-track to a CII qualification by issuing credits for recognition of prior learning.

Marsh – providing high quality training to a geographically distributed workforce (PDF)
Insurance broking and risk management
Marsh prides itself on the high level of technical knowledge their staff possess which allows them to deliver equally high stands of service to their customers. This has been supported by many years of partnership with us to create tailored face to face training programmes as well as online learning to meet Marsh's wide geographical reach.

MET – a partnership for professionalisation (PDF)
Education institution
There is more career opportunity then ever in the insurance profession, but only for the best-prepared entrants. To meet this demand, MET has partnered with us to deliver an eMBA insurance programme designed to develop insurance professionals, equipping them to meet the future needs of the profession.

Pakistan Insurance Institute – raising the profile of Pakistan's insurance sector (PDF)
Affiliated institute of the CII
Just two years into its existence the Pakistan Insurance Institute (PII) became affiliated with the CII and began offering Associate and Fellowship qualifications. This relationship has helped the PII improve professionalism in Pakistan's insurance sector and given the CII a foothold in a growing market.

Principality – convenient accreditation that continues to evolve (PDF)
Building society
Principality is one of the UK's largest building societies managing £9 billion worth of assets. To keep its practitioners technical knowledge up-to-date it has partnered with us to utilise our Mortgage Asses platform which has played a significant role in meeting this objective.

Senaratne Insurance Brokers – achieving professional excellence through accreditation (PDF)
Insurance brokers
Senaratne prides itself on providing outstanding solutions with the customer service to match. To do this they ensure that their staff are CII qualified which is made possible through taking on courses overseen by the CII accredited Sri Lanka Insurance Institute.

Singapore College of Insurance – servicing sector needs through professionalisation (PDF)
Education institution
As part of its remit of raising technical competency across the sector the Singapore College of Insurance (SCI) has taken an international outlook by forming a partnership with us which has been valuable in both allowing SCI students a fast track route to a CII qualification as well as helping us have an impact on public trust in insurance in East Asia.

Sri Lanka Insurance Institute – setting the standard in Sri Lanka (PDF)
Affiliated institute of the CII
The Sri Lanka Insurance Institute (SLII) was established to help professionalism within the country's insurance sector. This is achieved through facilitating its 3,000 members study towards CII qualifications, including the delivery of the bespoke in-house Certificate in Insurance programme.

Thai Re – servicing Thailand’s insurance sector needs through professionalisation (PDF)
Reinsurer
Thai Re was established 40 years ago as the country's first licensed reinsurer and has established itself as a leader in the market. Its subsidiary, Thai Re Services, provides educational resources to aspiring professionals which includes face to face tutoring of many CII qualifications and units, enhancing the professionalism of the local sector.

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