• Lesson

The Language of Insurance

  • 30m
  • Editable
  • Assessment

Having the right language to communicate clearly and effectively with customers and colleagues is vital to success in your role.

This module will provide a high-level guide to the terms you may encounter when working in the insurance industry. First, you’ll learn some of the terms used in the marketing of insurance. Next, you’ll look at the sales process. Finally, you’ll examine what happens after the sale, including at renewals.

It should take you around 30 minutes to complete the module, including a short test at the end. It can be completed all at once or over several visits to suit you.

Watch Content Preview

Also in Financial Services: Specialist Compliance

Financial Crime
lesson / 45m

This module will help you understand the main categories of financial crime and the rules covering them. It also looks at what agencies are […]

View
Financial Sanctions
lesson / 30m

This introductory module provides an overview of financial sanctions and how they apply to the insurance industry in the UK. Learners will understand how […]

View
Insider Dealing
lesson / 35m

The purpose of this module is to familiarise the learner with the subject of insider dealing – what we mean by the term, the […]

View
Introduction to Accounting
lesson / 45m

This module looks at what we mean by ‘accounting’ and some of the most commonly used terminology associated with the subject. It covers the […]

View
Mortgage Conduct of Business Sourcebook (MCOBs)
lesson / 1h 10m

This module takes a practical approach in design, applying case studies throughout each section. We cover topics such as Financial Promotions, Advising and Selling, […]

View
Payment Services Directive
lesson / 35m

This module examines the Payment services Directive and the requirements for compliance. This module looks at the topic and how to know if your […]

View
SYSC Senior Management Arrangements, Systems and Controls
lesson / 1h 15m

You’ll begin with an overview of financial regulations in the UK and look at how they are important not just for the financial sector […]

View
Whistleblowing with Confidence
lesson / 45m

This module provides a high-level examination of the legal and regulatory responsibilities regarding whistleblowing. Your learners will understand what is meant by the term […]

View
Data Protection Awareness
lesson / 55m

This module outlines the requirements of the Data Protection Act and what you need to do to comply with these requirements.Your learners will Identify […]

View
Cryptocurrencies
lesson / 40m

This module will look at cryptocurrency, the rise of blockchain and clarify the common terms used in the how they are used to secure […]

View
Combating Bribery and Corruption
lesson / 35m

This module looks at crime in the financial services industry. It will help you understand the rules that cover anti-bribery and corruption and consider […]

View
Introduction to ESG in Financial Services
lesson / 35m

Environmental, Social and Governance (ESG) criteria are a set of standards for a company’s operations that socially conscious investors use to screen potential investments. […]

View
Anti-Competitive Activity
lesson / 45m

This module provides a high level examination of the legal and regulatory responsibilities regarding anti-competitive activity relating to those firms and individuals operating in […]

View
Anti-Money Laundering
lesson / 30m

In this module, you’ll find out why and how money laundering occurs, discover why it’s against the law, and explore some of the measures […]

View