Introduction to Insurance Broking

Two half-days

1 & 2 October 2025, 09:30-12:30 (UK)

In this virtual workshop, we provide an overview of the role of retail and wholesale brokers in the insurance market and the key skills that are required to become a successful broker.

Public course booking form

Members: £189pp
Non-members: £249pp

To book this workshop for yourself or up to 7 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 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 1 & 2 October 2025

Timings: 09.30 - 12.30 (UK)

 Duration: Two half-days

 No of attendees: 12-16

 Format: Online - Interactive virtual delivery

 CPD: Recognised 

Trainer: Neil Park

Price: £189 Member / £249 Non-Members

What will I achieve by attending the workshop? 

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

• Explain the role of a broker (including retail, wholesale and reinsurance brokers)
• Describe how the law of agency dictates broker’s responsibilities to their customers and sometimes other brokers an insurers
• Outline how brokers are regulated in the UK
• Identify the key skills required of a successful broker
• Explain how brokers market to and target clients and build relationships
• Explain how retail brokers identify and assess the coverage needs of their customers
• Explain the broker’s role in the insurance market and how they negotiate the best price and coverage for their customers
• Describe the broker's role in ensuring the claims process works smoothly and clients recover claims monies
• Identify the common causes of complaints and errors and omissions claims against brokers and how brokers can seek to minimise complaints and errors and omissions claims
• Develop an action plan to improve their broking skills

Who should attend?

Brokers who are new to broking or are seeking to improve their broking skills.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

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

Please note: The price of the workshop is based on British Pound Sterling. 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.