Training
28 whitepapers and resources
Training
From insurance agent to trusted advisor: How to cultivate customer loyalty
This e-book explores how insurance companies can empower their agents to move beyond day-to-day tasks, develop lifelong customer relationships, and ultimately become trusted advisors.
Infographic: Research state of the broker nation - Professionalism and staff
Accompanying part three of Post's state of the broker nation research sponsored by LV=, this infographic sheds light on brokers' views on professionalism, entry routes into the industry, attracting new talent and diversity.
Webinar: Insurance qualifications in Hong Kong
Produced by POST Webinars in association with the CII, this webinar discusses the strengths and weaknesses of the existing insurance qualifications and industry bodies that are available in Hong Kong and how they compare to other countries.
Apprenticeships: The Chartered Insurance Institute's guide to getting started
Apprenticeships in insurance and financial services are work-based training programmes that are an excellent and cost-effective way of developing new and existing staff. This CII "Guide to getting started" provides employers with everything they need to know about apprenticeships.
Apprenticeships levy: Updated following spending review
From April 2017 firms in the UK will be subject to a compulsory apprenticeship levy. This briefing sets out what is known about the detail of the levy, as well as the important questions that have yet to be answered.
Research: Young broker nation - Experiences so far
In the second of a four-part report based on surveys with 20 young insurance brokers, we report on their experiences of the industry so far, what they have learned and how much their views of broking have changed since joining the sector.
Research: Young broker nation - Route into the industry
To understand how the broking sector could improve its appeal to prospective employees and compete with other job markets, Post surveyed 20 young people who have become brokers in the last few years. This report sheds light on what made them choose broking as a career and their experiences so far.
Expertise from A-Z: Qualifications - Going for gold
Professionals and companies operating in the financial services industry face ever-increasing challenges. As customers demand greater service and products, well-trained employees can provide the vital difference in creating a gold standard. Download this article to find out more.
Expertise from A-Z: Qualifications - Knowledge is power
Continuing professional development is increasingly important and qualifications and chartered status can help insurance firms shine brighter. This article focuses on the benefits of achieving chartered status, the growth of apprenticeships and whether qualifications should become compulsory.
The age of the Chartered Professional
Following completion of an independent review of the Chartered titles, a number of enhancements to the scheme are being introduced. This article reveals what's new.