General Insurance Learning & Development – Chartered Insurance Institute e- learning academy workshops July – September 2020

Here at Legal & General our Learning & Development Team work closely with our partners to help them improve their business models and navigate the world of General Insurance (GI). Due to fantastic feedback and high demand, we are delighted to announce that we will continue with our online workshops. Also to try and make it easier for you, during these challenging times of working at home, we will be delivering into ½ hour GI workshops. We will be running our virtual workshops through GoTo Training which allows a simple registration process and also provides a more engaging way to offer training.

You will also get the benefit of structured CPD for attending some of these sessions, with the CII (Chartered Insurance Institute) accreditation on some of the workshops as well.

Our workshops provide an opportunity for Advisers to brush up on their knowledge and identify all you need to do is click on the link next to the workshop you wish to attend and get registered.

Key learning objectives include:
• Understand reasons to discuss General Insurance for professional financial advisers.
• Understand the need for home insurance and providing duty of care to protect the customer’s needs.
• Understanding the potential market opportunity for general insurance.
• Identify ways of market segmentation for your customer base and how to position general insurance to this audience.
• Understanding the online journey for buying home insurance and the reasons for offering advice and expertise from professional financial advisers.
• Understand the need for home insurance and overcoming consumer objections.
• Understand how to understand your customer and improve your influencing skills
Non-Confidential
Non-Confidential

General Insurance Workshops
Workshops where indicated with CII CPD are approved by the Chartered Insurance Institute, our workshops provide an opportunity for advisers to brush up on their knowledge and identify opportunities to help grow their business. Structured CII CPD will be available where applicable. Each workshop is a maximum of 1/2 hour. Please note these workshops can be tailored to individual partner firm requirements.

Find attached a refreshed list of remote L&G workshops that run through to September.

We are pleased to announce that we have moved our medical screening services to a new provider Medical Screening Solutions., who offer a high quality, market leading service.

What are the benefits to you and your customers: ​

  • Greater flexibility for your customers – through online booking services to schedule appointments
  • Quicker to get applications on risk – following successful contact with the customer, MSS will schedule an appointment within 2 days
  • MSS examiners will return completed reports within 1 working day, and customers samples will be returned to the laboratory on the same day as the sample is taken​

MSS will continue to support our Priority Protection Proposition​
MSS will provide a differentiated service specifically designed to suit the most high-profile cases. The service is designed to be bespoke to each customer’s requirements and they will treat every request on an individual basis – not a ‘one size fits all’ approach. On receipt of a request MSS will allocate a case manager who will be the single point of contact for the case throughout the life-cycle of the case.