How you’d get this certificate
- Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
- You register with an approved centre. That is a college, training provider or employer Chartered Insurance Institute has approved to offer this qualification. Zavmo is not an approved centre, so you register with them, not with us.
- The centre assesses, and Chartered Insurance Institute awards. A qualified assessor at the centre judges your evidence, and the certificate comes from Chartered Insurance Institute.
The Certificate in Insurance is a core qualification for insurance staff working across all sectors of the industry (and the logical progression from the introductory-level Award for the Foundation Insurance Test). Candidates can take either IF1 or LM1 and LM2 or W01/WH1/HGT (Non-UK candidates only).
These are the units Chartered Insurance Institute registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work, and work done here is recognised as prior learning under the agreements we hold.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with Chartered Insurance Institute. It does the teaching and the mapping. Chartered Insurance Institute sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
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What each unit actually teaches you to do
Customer service in insurance Real unit · Chartered Insurance Institute
What you'll be able to do
- Fulfil customer requirements in the insurance sector
- Understand the importance of customer feedback to improve service in the insurance sector
- Understand the importance of good communication to maintain and build client relationships in the insurance industry
- Deal with conflict within an insurance environment
- Understand the importance of keeping accurate and confidential records when dealing with customers
- Manage own workload and time to meet business requirements and timescales
- Work with others to achieve team and organisational objectives
- Understand the sales process
- Increase sales activities
- Know the main regulatory and legal requirements applicable to the application of insurance business
Financial protection Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the consumer and retail market factors and trends relevant to financial protection
- Understand the areas of need for protection planning and the main sources of financial protection
- Understand the role and limitations of State Benefits and state/local authority funded solutions for financial protection
- Understand the range, structure and application of life assurance and pension based policies to meet financial protection needs
- Understand the taxation treatment of life assurance and pension based protection policies
- Understand the range, structure and application of income protection insurance and options to meet financial protection needs
- Understand the range, structure and application of critical illness insurance to meet financial protection needs
- Understand the range, structure and application of long term care insurance to meet financial protection needs
- Understand the main features of other insurance based protection policies
- Understand the needs and priorities for financial protection and the relevant factors in selecting appropriate solutions
General insurance business Real unit · Chartered Insurance Institute
What you'll be able to do
- Know insurance products and associated services for general insurance business, including their features and benefits.
- Understand underwriting and policy wordings for general insurance business, including their interpretation and application.
- Apply knowledge of principles of premium calculation of general insurance business to a given set of circumstances, including rating factors and discounts.
- Understand claims within the context of general insurance business, including claims handling procedures and settlement options.
- Apply knowledge of principles concerning the operation of policy conditions affecting claims for general insurance business to a given set of circumstances, including exclusions and limitations.
- Understand information and communication technology, security, confidential information and data protection within general insurance business, including relevant legislation and best practices.
- Understand customer service within general insurance business, including communication skills and complaint handling.
Group Risk Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the fundamental nature of the group risk market
- Understand the main purpose and nature of different types of employee benefits
- Understand the main elements of the State benefit system in the UK
- Understand the UK taxation of individuals, companies, partnerships and trustees
- Understand the legislative context in which group risk operates
- Understand the regulatory context in which group risk operates
- Understand the principles of operation of group risk schemes
- Understand group risk product features and the taxation of premiums and benefits
- Understand the roles and responsibilities of an intermediary arranging group risk cover
- Understand the main functions of an insurer in providing group risk cover
- Understand the main functions of a reinsurer and their relationship with insurers in the group risk market
Healthcare insurance products Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the structure of the UK healthcare insurance market
- Understand the key features of healthcare provision in the UK and overseas
- Understand healthcare product types
- Understand the different roles and responsibilities of intermediaries and providers
- Understand risk assessment, rating and underwriting considerations
- Apply the principles of risk assessment, rating and underwriting considerations to a given set of circumstances
- Understand the claims function
- Apply the principles of the claims process to a given set of circumstances
- Understand legal and regulatory considerations
- Apply the principles contained within law and regulation to a given set of circumstances
Household insurance products Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the scope of cover typically provided by household insurance products
- Apply knowledge of the cover provided by household insurance products to specific scenarios
- Understand the legal and regulatory considerations relevant to household insurance products
- Apply knowledge of legal and regulatory considerations to specific household insurance scenarios
- Understand the principles of risk assessment, rating, and underwriting for household insurance products
- Apply knowledge of risk assessment, rating, and underwriting to specific household insurance cases
- Understand the standard claims procedures within the context of household insurance products
- Apply knowledge of claims procedures to specific household insurance claims scenarios
Insurance broking fundamentals Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the structure and dynamics of the insurance broking market
- Understand the role and responsibilities of an insurance broker in the provision of insurance products and services to clients
- Understand the principles of contract and agency law as they relate to insurance brokers and their clients
- Understand the key legal and regulatory issues affecting insurance brokers and their operations
- Understand the key financial issues affecting insurance brokers and their businesses
- Understand issues relating to the professional conduct and ethical culture of insurance broking business
Insurance claims handling process Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the general principles in the claims handling process, including fairness, efficiency, and customer service.
- Understand insurance products and associated services, and how they relate to claims handling.
- Understand claims considerations and administration, including policy coverage, liability assessment, and documentation.
- Understand claims handling procedures and related claims services, including investigation, negotiation, and settlement.
- Understand claims handling systems, including their features and benefits.
- Understand claims settlement, including different methods of settlement and legal considerations.
- Understand how expenses are managed within the claims handling process, including cost control and fraud prevention.
Insurance products and/or processes Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the nature and main features of specific insurance product(s) and/or process(es) within a given organisation
- Understand the main regulatory and legal requirements applicable to specific insurance product(s) and/or process(es) within a given organisation
Insurance underwriting process Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the material facts relating to the insurance underwriting process, including risk assessment and information gathering.
- Understand underwriting procedures relating to the insurance underwriting process, including policy issuance and documentation.
- Understand insurance policies in relation to the insurance underwriting process, including policy terms and conditions.
- Understand renewals and cancellation in relation to the insurance underwriting process, including procedures and considerations.
- Understand personal insurances in relation to the insurance underwriting process, including different types of personal insurance and their features.
- Understand commercial insurances in relation to the insurance underwriting process, including different types of commercial insurance and their features.
- Understand the main ‘support’ type insurance services available, such as risk management and loss control.
- Understand underwriting considerations in relation to the insurance underwriting process, including risk factors and pricing.
- Understand the principles and practices of pricing within the insurance underwriting process.
- Understand pricing factors within the context of the insurance underwriting process, including claims history and market conditions.
- Understand managing exposure within the context of the insurance underwriting process, including risk mitigation and reinsurance.
Insurance, legal and regulatory Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the nature and main features of risk within the insurance environment
- Apply the main features of risk and risk management to a given set of circumstances
- Understand the main features of insurance
- Know the structure and main features of the insurance market
- Understand contract and agency
- Understand insurable interest and its place in insurance
- Understand the principle of utmost good faith
- Understand the doctrine of proximate cause and its application to non-complex claims
- Understand the principle of indemnity and how this is applied to contracts of insurance
- Understand the principles of contribution and subrogation
- Understand the main regulatory and legal requirements applicable to the transaction of insurance business
- Understand consumer protection and dispute resolution
- Know the main methods of preventing, handling and resolving consumer complaints
- Understand the CII Code of Ethics and be able to apply the principles to non-complex scenarios
Introduction to risk management Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the basic elements of risk
- Understand how risk can be identified and analysed
- Understand how risk can be evaluated
- Understand how risk can be treated
- Understand how risk is managed in practice
- Understand the elements of business continuity, continuity management and crisis management
London Market Insurance Essentials Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand basic terminology used within the general insurance market, including key definitions and concepts.
- Understand the fundamental principles of insurance, such as indemnity, insurable interest, and utmost good faith.
- Understand the main classes of insurance written in the London market, including property, liability, and marine insurance.
- Understand the insurance cycle, including its phases and impact on the market.
- Understand reinsurance within the insurance market, including its purpose and different types of reinsurance.
- Understand the structure of the London Market, including the roles of different participants such as brokers, underwriters, and insurers.
- Understand the London market regulatory and legal environment, including key regulations and legislation.
- Understand the importance of appropriate systems and controls within insurance organisations.
- Understand data protection and money laundering legislation and requirements, and their implications for insurance operations.
- Understand the broker's role in the way that business is conducted in the London Market, including their responsibilities to clients and insurers.
- Understand the underwriter's role in the way that business is conducted in the London Market, including risk assessment and pricing.
London Market Insurance Principles and Practices Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the business nature of the London Market, including its history, structure, and key participants.
- Understand the main classes of insurance written in the London Market, including property, liability, and marine insurance.
- Understand reinsurance within the insurance market, including its purpose, types, and impact on market capacity.
- Understand Market Security, including the measures in place to protect policyholders and maintain market integrity.
- Understand the regulatory and legal requirements applicable to the transaction of insurance business in the London Market, including relevant legislation and codes of conduct.
- Understand insurance intermediation in the London Market, including the role of brokers and other intermediaries.
- Understand the underwriting function within the context of the London Market, including risk assessment, pricing, and policy issuance.
- Understand the way that business is conducted in the London Market, including market practices and customs.
- Understand the purpose, benefits and operation of delegated underwriting, including binding authorities and lineslips.
- Know the handling of claims in the London Market, including claims procedures and settlement practices.
- Understand the main methods of resolving complaints within the London Market, including internal complaints procedures and external dispute resolution.
Motor insurance products Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the key characteristics of the marketplace for motor insurance products
- Apply the fundamental principles of motor insurance to specific scenarios
- Understand the scope of cover typically provided by various motor insurance products
- Apply knowledge of the scope of cover provided by motor insurance products to specific situations
- Understand the legal and regulatory framework relevant to motor insurance
- Apply legal and regulatory principles to motor insurance scenarios
- Understand the processes involved in risk assessment, rating, and underwriting for motor insurance
- Apply the principles of risk assessment, rating, and underwriting to specific motor insurance cases
- Understand the standard claims procedures for motor insurance products
- Apply the principles of claims procedures to motor insurance claims scenarios
- Understand the role of information and communication technology in motor insurance operations
- Apply the principles of information and communication technology to motor insurance processes
Packaged commercial insurances Real unit · Chartered Insurance Institute
What you'll be able to do
- Understand the development of packaged commercial insurances
- Understand the basic features and scope of packaged commercial insurances and associated services
- Know how packaged commercial insurances are arranged
- Understand underwriting procedures and policy wordings for packaged commercial insurances
- Understand mid-term policy amendments, renewals and cancellation for packaged commercial insurances
- Understand claims procedures in relation to packaged commercial insurances
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Provide information to others in a financial services environment
The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 1 record
- 2 records
- 1 record
- 1 record
- 1 record
- 1 record
Showing 6 roles, drawn from 85 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Insurance Claims Processor
This work can lead to handling complex or high value claims, supervising a team, or working in claims training and quality assurance.
See the whole journeyThe credits, and who awards them
Level 3 credits are regulated, and they are awarded by Chartered Insurance Institute rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Customer service in insuranceFinancial protectionGeneral insurance businessGroup RiskHealthcare insurance productsHousehold insurance productsInsurance broking fundamentalsInsurance claims handling process
Each one is a real unit registered against this qualification.
How you’d practise it
You don’t watch this. You do it.
You are not assessed on remembering this. You are assessed on applying it, analysing it, evaluating it and producing something. So that is what the practice is: projects, role play and your own live cases, with a tutor in the room.
The Coach · your practice partner Illustration - Pitch it Evaluate
“London Market Insurance Essentials” gets practised as a pitch. You make the case out loud, Zavmo asks the question the room would ask, and you make it again.
- Draft the real one Create
You do “Financial protection” on a real document of your own. Zavmo works on the draft you have to send anyway, so the coursework and the job are the same piece of work.
- Lead it Apply
“Introduction to risk management” is practised on the team you actually have. You talk through the call you are about to make, and Zavmo makes you say it the way you would say it to them.
How you would learn this
One to one, on the work you already do
A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.
A lesson from Customer service in insurance, one of this qualification's own units.
Applied to your work in any of these jobs
Learners will develop skills to fulfil customer requirements within the insurance sector, emphasising the importance of customer feedback, effective communication, conflict management, and maintaining accurate records. The unit supports the development of client-centred service practices.
- 1 Remember
- 2 Understand
- 3 Apply
- 4 Analyse
- 5 Evaluate
- 6 Create
It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time. Teaching towards this qualification begins when you subscribe.
Built for CII Level 3 Certificate in Insurance
16 units in this credential, in the order it lists them, awarded by Chartered Insurance Institute.
- Customer service in insurance
- Financial protection
- General insurance business
- Group Risk
- Healthcare insurance products
- Household insurance products
and 10 more in the full unit list below.
Free tools
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Learned on your own work, taught one-to-one.
Everything you just read, learned one-to-one on the job you already do. Your free first module is Future Fluency, so you can see how the teaching works before you pay for anything.
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The title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.