Developing Strategic Partnerships

One full-day

20 November 2026, 09:30-16:30 (UK time)

Strategic partnerships are becoming increasingly important within the insurance and financial services sectors. Organisations are increasingly collaborating with brokers, insurers, InsurTech firms, technology providers, data specialists and external service partners to improve customer experience, drive innovation, increase efficiency and support business growth.

However, developing successful partnerships within insurance environments can be challenging due to differing commercial priorities, regulatory requirements, governance expectations, data protection concerns and operational complexity.

This practical one-day programme explores how organisations can build, develop and sustain effective strategic partnerships that create long-term value. Participants will examine the characteristics of successful partnerships, common barriers to collaboration, and practical approaches for improving communication, trust, stakeholder alignment and partnership performance. The workshop combines strategic insight with practical application using real-world examples, discussions and interactive activities throughout.

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: 20 November 2026

Timings: 09:30-16:30 (UK time)

 Duration: One full-day

 No of attendees: Up to 14

Format: Online - virtual delivery

CPD: Recognised

Trainer: Daryl Evans FCMI,  Assoc CIPD, Chartered Manager

 Price: £209 Members / £269 Non Members

Workshop Overview

• Module 1 – The Strategic Role of Partnerships
  • The growing importance of strategic partnerships across insurance and financial services
  • How partnerships support customer experience, innovation, efficiency and business growth
  • Understanding the strategic value and purpose of collaboration
• Module 2 – Types of Strategic Partnership
  • Common partnership models used within insurance and financial services markets
  • Working with brokers, insurers, InsurTech firms, technology, data and service partners
  • Distribution, capacity, technology and wider ecosystem partnerships
  • Selecting the right partnership model for the strategic objective
• Module 3 – The Foundations of Successful Collaboration
  • Key characteristics of effective, long-term collaborative relationships
  • Building trust, transparency and shared goals
  • Aligning commercial priorities, expectations and ways of working
• Module 4 – Understanding Barriers and Challenges
  • Common barriers to collaboration within insurance environments
  • Differing commercial drivers, governance and operational complexity
  • Identifying and managing partnership risk
• Module 5 – Building Trust, Credibility and Mutual Value
  • Establishing credibility and rapport with external stakeholders
  • Communication, influencing and stakeholder management skills
  • Creating and demonstrating mutual value for both parties
• Module 6 – Governance, Compliance and Data Considerations
  • Governance, confidentiality and regulatory requirements in partnerships
  • Data-sharing and data protection considerations in partnership arrangements
  • Managing accountability, oversight and conduct expectations
• Module 7 – Sustaining and Strengthening Partnerships
  • Maintaining and developing partnerships over the long term
  • Managing conflict and navigating difficult conversations
  • Measuring partnership performance and long-term value
  • Practical application and partnership action planning

What will I achieve by attending the workshop? 

By the end of this workshop, participants will:

• Understand the strategic value and purpose of partnerships within the insurance and financial services sectors.
• Explore the different types of strategic partnerships commonly used within insurance markets.
• Identify the key characteristics of successful collaborative relationships and long-term partnerships.
• Understand common challenges and barriers that impact partnership development and performance.
• Develop approaches for building trust, credibility and mutual value with external stakeholders.
• Strengthen communication, influencing and stakeholder management skills within partnership environments.
• Understand governance, confidentiality, regulatory and data-sharing considerations associated with partnerships.
• Develop practical strategies for sustaining partnerships, managing conflict and creating long-term collaborative value.

Who should attend?

This programme is suitable for professionals involved in building, managing or supporting strategic relationships, partnerships or external stakeholder engagement within insurance and financial services organisations.

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.