How to understand and explain insurance policies in 5 easy steps

Friday, 10 July 2020
3:00 pm – 4:00 pm
    • Jeff Heasman


The insurance market is increasingly competitive and the policies sold are increasingly complex. New business is won and existing business is retained when insurance professionals are able to properly understand the products being sold and explain key features in clear and transparent language.

Learning Outcomes

By the end of the session, participants will be able to:

  • identify the barriers to effective communications when customers are reading insurance policies.
  • understand how to explain complex insurance terms in clear and transparent language.
  • apply the knowledge gained to win and retain business.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at