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Broker Assess  

Feed your knowledge increase your wisdom

 

Contact us for more information
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Take your organisation’s training and development to the next level.

Broker Assess is the online training and competency solution designed for insurance brokers. It has all the information and tools in one easy-to-use system.

Discover how Broker Assess can develop and assess knowledge across hundreds of product and technical areas. It also helps your organisation meet its regulatory requirements with inbuilt CPD and reporting functionality.

Governance, Risk & Compliance

Broker Assess courses are aimed at all levels in your business, right up to the board. With over 35 regulatory specific courses to choose from, you can be assured Broker Assess has it covered, including a specific IDD pathway.

Content

With over 600 courses and 8,000 assessment questions, Broker Assess covers the basic principles of insurance and regulation up to the more technical details of general insurance. Content is delivered in a range of intuitive catalogues, covering the key aspects of the profession.

Courses

Broker Assess has over 600 courses for your business, from personal and commercial lines to the complexities of London Market products.

Diagnostics and Testing

Diagnostics, gap analysis, assessments and recruitment tests, plus over 8,000 questions to help you with your training, competency and compliance requirements.

Analytics

Analytics reports are delivered direct to your desktop, tablet or mobile to support training and competency requirements. Broker Assess automatically records activity to help you build reports and evidence training and competency activities across your business.

Learning Management System

Broker Assess is a powerful platform packed with features to allocate, manage, record and report on all the learning completed on the system. You can also record CPD, schedule activities and monitor staff activity.

Insurance Distribution Directive

Broker Assess has pre-built pathways aimed at all staff captured by IDD to help demonstrate minimum levels of knowledge in specific core areas highlighted by the regulator. 

Senior Managers Regime

The SM&CR is having an impact across the insurance sector.  To help you prepare for this, Broker Assess has six courses to cover all the key areas.

Contact us

Already a customer? Please login via www.brokerassess.cii.co.uk or for customer support, please email assess.config@cii.co.uk.

Request a free trial

Interested in Broker Assess for your business? Click to request a 14-Day Free Trial.

Request a content guide

Click to request a Broker Assess Content Guide with modules, assessment and CPD information

Attend an Assess demo

Click to register for an online Assess demonstration.

Request a brochure

Click to receive your Broker Assess brochure.

We are a professional body dedicated to building public trust in the insurance and financial planning profession.

Find out more

Chartered Insurance Institute
3rd Floor, 20 Fenchurch Street
London, EC3M 3BY
​
Mon to Fri: 9am – 5pm (GMT)

Tel: +44 (0)20 8989 8464
Email: customer.serv@cii.co.uk

Copyright ©2025 The Chartered Insurance Institute. All rights reserved.