Introduction to Insurance Broking
1 & 2 October 2025, 09:30-12:30 (UK)
Online Training Workshop
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
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 2025 Training Catalogue.
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.
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