Credit Control Skills in the Insurance Sector

Half day

7 December 2026, 09:30-12:30 (UK time)

This half-day workshop provides participants with an understanding of how credit control operates within the insurance sector.

The workshop will explore premium collection processes, broker and client relationships, aged debt management, regulatory considerations and practical approaches to improving cash collection and reducing financial risk.

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Dates: 7 December 2026

Timings: 09:30-12:30 (UK time)

 Duration: Half-day

 No of attendees: Up to 16

Format: Online - virtual delivery

CPD: Recognised

Trainer: CII Trainer

 Price: £139 Members / £199 Non Members

Workshop Overview

The Role of Credit Control in Insurance

• What is credit control and why cash collection matters in insurance
• Differences between insurance and traditional corporate receivables
• Key stakeholders and cash flow considerations
• The financial impact of poor collections

Insurance Cash Flow & Premium Lifecycle

• The insurance premium lifecycle
• Direct versus broker-collected business
• Monthly instalments and premium finance
• Reinsurance recoveries and settlement timing
• Bordereaux and delegated authority challenges
• Cash allocation and reconciliation issues
• Common operational causes of aged debt
• Cash allocation and reconciliation challenges
• Common operational causes of aged debt

Managing Brokers, Clients and Aged Debt

• Broker relationships vs direct customer relationships
• Balancing collection pressure with commercial relationships
• Aged debt analysis and prioritization
• Escalation frameworks, payment plans and dispute resolution
• Payment plans and dispute resolution
• Cancellation and suspension decisions

KPIs, Reporting & Regulatory Considerations

• Key insurance credit control KPI’s
• Using dashboards and aged debt reports effectively
• Conduct and treating customers fairly (TCF)
• Client money and trust account considerations
• Regulatory implications of cancellations and collections
• Audit and documentation requirements

Difficult Cases, Escalation & Risk Management

• Handling disputed premiums
• Dealing with financially distressed brokers/customers
• Fraud indicators
• High-risk accounts
• Legal escalation options
• Write-offs and provisioning
• Working with underwriting and legal teams
• Preventative controls and process improvement

Collection Techniques

• Planning the call
• The conversation
• Dealing with queries
• Categorising queries & escalation
• Managing a credit control meeting
• Negotiating

What will I achieve by attending the workshop? 

By the end of the workshop participants will be able to:

• Understand the insurance premium collection lifecycle
• Identify common causes of aged debt and collection delays
• Apply effective credit control and escalation processes
• Interpret key credit control KPIs and reports
• Understand regulatory and conduct considerations
• Improve collaboration between finance, underwriting and broker teams

Who should attend?

This workshop is suitable for anyone involved in the management of premium collections, aged debt, broker accounts or insurance cash flow. Whether working within finance, premium accounting, operations, underwriting support or broker management, delegates will gain practical insights into the challenges and best practices associated with insurance credit control.

It is particularly valuable for professionals seeking to improve collection performance, strengthen broker and client account management, reduce debt exposure and better understand the operational and regulatory considerations that influence credit control decisions within the insurance market.

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.