Skip to content
Insurance Agent Training cover image
Play overlay
Preview this course

Insurance Agent Training
Cambridge Open Academy

Big Sale Event | CPD Accredited | New On-Demand Course- February 2026 | FREE Reed Certificate | Lifetime Access

Summary

Price
£19 inc VAT
Study method
Online, On Demand 
Course format
27 Videos (with subtitles and transcripts)
Duration
5.6 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

Add to basket or enquire

Overview

Build practical insurance knowledge with this Insurance Agent Training course. This online insurance course covers the UK insurance industry, key insurance principles, policyholder rights, personal insurance, business insurance, cyber insurance and business interruption cover. You will learn about insurance careers, risk management, underwriting, pricing, claims handling, fraud detection, policy wording and UK insurance regulations. The course also explores digital transformation, reinsurance, Lloyd’s of London, ethics, artificial intelligence, climate risk, cybersecurity and data protection in insurance. It is suitable for beginners, insurance agents, customer service staff, finance learners, business professionals and anyone who wants to build job-ready knowledge for the insurance industry.

Learning Outcomes

By the end of this course, learners will be able to:

  • Understand the UK insurance industry and the main principles of insurance.
  • Identify different types of personal, business, cyber and disaster insurance.
  • Explain underwriting, pricing, credit scoring and risk management processes.
  • Understand claims handling, fraud detection and dispute resolution in insurance.
  • Recognise UK insurance regulations, policy wording and professional conduct duties.
  • Explore digital trends, AI, reinsurance, climate risk and data protection in insurance.

Certificates

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

This course contains

Format: 27 Videos (with subtitles and transcripts)

Duration: 5h and 35m

Course media

Description

The Insurance Agent Training course is structured to support job seekers, professionals, and organisations aiming to strengthen insurance service skills. It starts with Module 1: An Overview of the UK Insurance Industry, followed by Module 2: Principles of Insurance and Module 3: Subrogation and Policyholder Rights. Learners then explore different insurance types in Modules 4–6, including Personal Insurance, Business Insurance, and Cyber Insurance. Career preparation and skill-building are covered in Modules 7 and 8, while Modules 9–12 tackle Risk Management, Underwriting, Credit Scoring, and Claims Handling.

Ethical and regulatory topics are introduced in Modules 13–15, including Fraud Detection, UK Regulatory Framework, and Contracts and Policy Wording. Distribution and innovation are covered in Modules 16–19, such as Digital Transformation and The Psychology of Insurance Buying. Learners also cover dispute resolution, sustainability, and special institutions like Lloyd’s of London in Modules 20–24. The course ends with forward-thinking modules like AI in Insurance, Disaster and Climate Risk, and Cybersecurity. Together, these modules provide a robust knowledge base for confident, compliant, and client-focused insurance professionals.

Who is this course for?

  • Aspiring insurance agents and customer support staff

  • Entry-level candidates aiming to join the finance or risk sector

  • Existing professionals want structured, up-to-date knowledge.

  • Call centre or telesales employees dealing with policy queries.

  • Brokers and junior underwriters are expanding their skills.

  • HR teams onboarding staff in insurance or finance roles.

Requirements

  • Open to beginners—no insurance background needed

  • Suitable for intermediate and advanced career professionals

  • Helpful for those preparing for regulatory interviews or licensing

  • Internet access and basic English proficiency required

  • Ideal for learners committed to accurate, ethical communication

Career path

  • Insurance Advisor: £22,000 – £30,000
  • Insurance Sales Executive: £25,000 – £35,000
  • Insurance Underwriter: £28,000 – £40,000
  • Claims Consultant: £30,000 – £42,000
  • Insurance Manager: £35,000 – £55,000
  • Head of Insurance Operations: £45,000 – £70,000
  • Insurance Sales Agent: £22,000 – £30,000
  • Insurance Customer Service Agents:£155 per day
  • Sales & Customer Service Representative: £25,877 - £27,515 per year

Questions and answers

There are currently no Q&As for this course. Be the first to ask a question.

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.