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UK Insurance Agent

IAO Accredited | Tutor Support | Study Materials & Assessment Included

One Education


Save 95%
£19 inc VAT (was £425)
Offer ends 06 December 2021
Study method
Online, self-paced
3 hours
Access to content
12 months
No formal qualification
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

2 students purchased this course

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Learn to become a respected and sought-after member of the UK insurance industry. This dynamic sector of business needs skilled and ambitious people to keep it operating as a lucrative market, and we can help you fit into it with ease. As an exemplary Insurance Agent, you will understand your responsibility and commitment to providing the right brokerage for your appreciative clients and customers. You will know the best schemes and appropriate contracts that are needed for each situation, whether it is personal plans for homes and cars or the complete business scheme for an affluential organisation.

This comprehensive course will guide you through the various elements of the insurance sector and provide you with useful information no matter what your experience level is. The content covers everything from basic terminology, through to the many types of insurance, and the skills needed to achieve a successful career in this business sector. You’ll learn how to understand risk management, perform underwriting, and handle claims. Methods for identifying fraud and understanding the code of conduct will make you an outstanding agent.

Learning outcomes:

  • Understand the importance of insurance in the UK financial sector
  • Become familiar with the many types of insurance that exist in the market
  • Learn the necessary basic skills that are needed to perform as an agent
  • Obtain the knowledge required to deal with the needs of high performing businesses
  • Gain the ability to perform risk management in the workplace and on location
  • Understand how to perform essential processes like claim handling and underwriting
  • Know how to identify cases of fraud when they are perpetrated
  • Be aware of the code of conduct and ethics needed to operate as a trustworthy insurance broker

Course media


Course Curriculum

We’ve taken this comprehensive Professional Training for Insurance Agent and broken it down into 11 manageable units which we believe will assist you to easily grasp each concept – from the fundamental to the most advanced aspects of this skills. It really is a sure pathway to success.
This Course is designed with the following modules:

Module 01: An Overview of the UK Insurance Industry

  • An Introductory Guide to Insurance
  • Importance of Insurance in the UK
  • The UK as a Location for Insurers

Module 02: Principles of Insurance

  • Insurable Interest
  • Indemnity
  • Subrogation

Module 03: Types of Insurance

  • Life Insurance
  • Home Insurance
  • Car Insurance
  • Pet Insurance

Module 04: Career in the Insurance Industry

  • Why Work in Insurance?
  • The Big Picture
  • Global Dimensions

Module 05: Skills of an Insurance Agent

  • Organisation Skills
  • Attention to Detail
  • Teamwork
  • Problem Solving

Module 06: Business Insurance

  • Types of Business Insurance
  • Professional Indemnity Insurance
  • Public Liability Insurance
  • Employers’ Liability Insurance

Module 07: Risk Management in Insurance

  • Risk in Insurance Terms
  • Risk Management Process

Module 08: Underwriting Process

  • Underwriting and Tasks of an Underwriter
  • Risk Classification

Module 09: Insurance Claims Handling Process

  • Insurance Claims Handler
  • Responsibilities
  • Claims Considerations

Module 10: Fraud Finding in Insurance

  • Insurance Fraud
  • Application Fraud
  • Claims Fraud
  • Forgery
  • Combating Fraud

Module 11: Code of Ethics and Conduct

  • The Key Values
  • Relations with Customers
  • Relations in Employment

Method of Assessment

To assess your learning, you have to participate in an automated multiple-choice question exam. You have to score at least 60% to pass the exam and to qualify for certificates. After passing the exam, you will be able to apply for a certificate.

To enhance your knowledge regarding the course and to further assess your learning, you are advised to complete the assignment questions provided at the end of the course, which you can complete anytime you wish.

After submitting the assignment, our expert tutor will assess your assignment and will give you feedback on your performance.


After completing the MCQ assessment, you will qualify for the Certificate from One Education, as proof of your continued professional development. Certification is available in PDF format, for £9, or a hard copy can be sent to you via post, for just £15.

Who is this course for?

This course is ideally suited for those working, or starting, in the UK insurance industry. It will be beneficial to those who work directly with customers and clients in an office environment, or via other interactions. Insurance workers of all levels will find something constructive to add to their skill base.


There are no specific prerequisites to enrol in this Insurance Agent Training. Anyone and everyone can take this course.

The Insurance Agent Training is fully accessible from any internet-enabled smart device. So, you can study from the comfort of your home!

All you need is a passion for learning, literacy, and to be over the age of 16.

Career path

This course is designed to educate and inform any person who wants to become a better insurance agent or is just starting a career in this industry. Although incredibly useful for starters, it also provides an excellent refresher for established agents who want to enhance their existing skills. The course supports the following careers:

  • Insurance agent
  • Compliance consultant
  • Client advisor

Questions and answers

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


Course rating


What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.