InsureSkills Start free

CLEARER THINKING. MORE CONFIDENT CONVERSATIONS.

Know the person behind the policy.

Five-minute lessons that make customer due diligence easier to understand, discuss and put into context.

Start learning free See how it works

A free starting track. Five-minute lessons.

An insurance advisor listening to a couple in a bright office
A little practice, every day.On your phone. At your pace.
5 min per lesson5 lessons · Free to startLEARNING, AT YOUR PACE

LEARNING, AT YOUR PACE

Make room for understanding.

Short lessons and knowledge checks help connect the concepts. Apply your organization’s rules and local requirements at work.

  1. 01

    Watch

    One idea at a time in a short lesson.

  2. 02

    Check

    Answer questions to revisit what you learned.

  3. 03

    Continue

    Work through the track at your own pace.

Start learning free
InsureSkills app welcome screen
The actual learning app

YOUR STARTING POINT

Start by knowing your customer.

Learn why identity is a first control and where it fits across the life of a policy.

An insurance professional learning before a client meeting
Free to start

Why Customer Identity Is the First Control

Inside the track

  1. What Know-Your-Customer Means in an Insurance Business
  2. How Weak Customer Checks Expose an Insurer to Crime and Loss
  3. The Trigger Points for Due Diligence Across the Life of a Policy
  4. Who Counts as the Customer: Policyholders, Payers, Insured Lives and Beneficiaries
  5. Explaining Identity Checks to Customers Without Losing the Sale
Open the track

MADE FOR YOUR EVERYDAY

For the conversations that build trust.

Learning for the people who explain, review and support an insurance relationship.

At the claims desk
At the claims desk
Welcoming a customer
Welcoming a customer
Working through questions together
Working through questions together

A FEW PRACTICAL DETAILS

Before you begin

How long does a lesson take?
About five minutes, with questions to check what you learned. Work through the track at your own pace.
Do I need to install anything?
You can open the web app in a browser on your phone or computer.
Where should I start?
Try the free starting track featured on this page. Open the app to see the available lessons.
Can I discuss learning for a group?
Yes. Use the contact form to tell us about your group and what you want to help them learn.