How you’d get it

How you’d get this certificate

  1. Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
  2. 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.
  3. 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.

More on studying for a qualification

01What it is

Certificate in Insurance (Apprenticeship)

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.

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.

02The units

What each unit actually teaches you to do

Customer service in insurance Real unit · Chartered Insurance Institute
You'll learn to fulfil customer requirements in the insurance sector, emphasising the importance of customer feedback and effective communication. The unit covers conflict management, relationship building, and accurate record-keeping to enhance service quality.

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
General insurance business Real unit · Chartered Insurance Institute
This unit equips learners with knowledge of general insurance business, including products, services, underwriting principles, policy wordings, premium calculation, and claims handling. You'll apply these principles to relevant business scenarios.

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.
Healthcare insurance products Real unit · Chartered Insurance Institute
This unit provides learners with knowledge of healthcare insurance products, their features, benefits, eligibility criteria, exclusions, claims processes, and regulatory considerations. You'll compare different policies and understand their application in the market.

What you'll be able to do

  • Understand the different types of healthcare insurance products available in the market.
  • Know the key features and benefits of various healthcare insurance policies.
  • Understand the eligibility criteria and exclusions associated with healthcare insurance.
  • Explain the claims process for healthcare insurance policies.
  • Understand the regulatory framework governing healthcare insurance products.
  • Compare and contrast different healthcare insurance options to meet specific customer needs.
  • Understand the role of healthcare insurance in the broader healthcare system.
Household insurance products Real unit · Chartered Insurance Institute
You'll gain knowledge of household insurance products, including the scope of cover for buildings, contents, and personal possessions. The unit covers legal and regulatory considerations, risk assessment, rating, underwriting, and application to specific scenarios.

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 Claims Handling Process Real unit · Chartered Insurance Institute
This unit provides learners with an understanding of the insurance claims handling process from notification to settlement. You'll apply legal and regulatory requirements, communicate with stakeholders, and identify potential issues in claims handling.

What you'll be able to do

  • Understand the key stages of the insurance claims handling process.
  • Know the different types of insurance claims and their specific requirements.
  • Apply relevant legal and regulatory requirements to the claims handling process.
  • Understand the importance of accurate record-keeping and documentation in claims handling.
  • Communicate effectively with claimants and other stakeholders throughout the claims process.
  • Identify and investigate potentially fraudulent claims.
  • Understand the principles of fair and reasonable claims settlement.
Insurance broking fundamentals Real unit · Chartered Insurance Institute
This unit introduces learners to the insurance broking market, its structure, dynamics, and the role of brokers. It covers contract and agency principles, legal and regulatory issues, and financial considerations relevant to insurance broking.

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 underwriting process Real unit · Chartered Insurance Institute
You'll understand the insurance underwriting process, including relevant material facts, risk assessment, information gathering, underwriting procedures, policy considerations, renewals, and cancellations within the insurance context.

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 (EPA) Real unit · Chartered Insurance Institute
You'll develop knowledge of risk and insurance within the insurance environment, including risk management principles. The unit covers insurance policies, market structure, legal and regulatory frameworks, and the application of risk management to scenarios.

What you'll be able to do

  • Understand the fundamental nature and key characteristics of risk within the insurance environment.
  • Apply the core features of risk and risk management principles to specific scenarios.
  • Understand the essential features and components of insurance policies.
  • Know the structure, key participants, and main functions of the insurance market.
  • Understand the principles of contract law and agency law as they relate to insurance.
  • Understand the principle of insurable interest and its importance in insurance contracts.
  • Understand the principle of good faith (uberrimae fidei) in insurance.
  • Understand the doctrine of proximate cause and its application to simple insurance claims.
  • Understand the principle of indemnity and how it is applied to different types of insurance contracts.
  • Understand the principles of contribution and subrogation in insurance claims.
  • Understand the key regulatory and legal requirements governing insurance business transactions.
  • Understand the principles of consumer protection and available dispute resolution mechanisms in the insurance industry.
  • Know the main methods and procedures for preventing, handling, and resolving consumer complaints effectively.
  • Understand the CII Code of Ethics and apply its principles to straightforward, non-complex situations.
Introduction to risk management Real unit · Chartered Insurance Institute
You'll understand the fundamental elements of risk, including identification, analysis, evaluation, and treatment. The unit also covers practical risk management applications, business continuity, continuity management, and crisis management principles.

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
Motor insurance products Real unit · Chartered Insurance Institute
It teaches you to understand the motor insurance marketplace and apply motor insurance principles to scenarios. You'll study market characteristics, competitors, pricing factors, and the scope of cover provided by motor insurance products.

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
This unit covers the development, features, and scope of packaged commercial insurances. You'll understand arrangement processes, underwriting procedures, policy wordings, mid-term amendments, renewals, cancellations, and claims handling.

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
By email

Free, by email

Is this the right qualification for you?

One email to help you decide: the facts, what it teaches, the jobs it leads to and where to start free. With a link back here. Nothing else follows unless you confirm your address.

Your employer, or 'self-employed'

Study the units online with a personal AI tutor, for £70 a month. Your first Future Fluency module is free.

03Where it leads

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.

Showing 6 roles, drawn from 69 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 journey
Still deciding?

One email to help you decide: the facts, what it teaches, the jobs it leads to and where to start free. With a link back here. Nothing else follows unless you confirm your address.

04The credits

The 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 insuranceGeneral insurance businessHealthcare insurance productsHousehold insurance productsInsurance Claims Handling ProcessInsurance broking fundamentalsInsurance underwriting processInsurance, legal and regulatory (EPA)

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 The Coach · your practice partner Illustration
The Coach You have to tell the team what “Introduction to risk management” means for them next month. Say it to me now, the way you would say it to them.
You The new process goes live on the 3rd and full training will be provided.
The Coach That is the announcement. Now try the one that starts with the bit they are going to hate, and we will see which you would rather receive.
The same lesson on the real thing: the conversation in the middle, the thinking ladder on the left, and the criteria each answer is evidencing on the right.
  • 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.

Customer service in insurance Level 3

Applied to your work in any of these jobs

Learners will develop skills to fulfil customer requirements in the insurance sector, emphasising the importance of customer feedback and effective communication. The unit covers conflict management, relationship building, and accurate record-keeping to enhance service quality.

How the thinking builds
  1. 1 Remember
  2. 2 Understand
  3. 3 Apply
  4. 4 Analyse
  5. 5 Evaluate
  6. 6 Create
An illustration of a Zavmo lesson, built from this role’s own route. The unit, its objective and every criterion above are the awarding body’s own words, not an example.

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.

Your Plan Illustration

Built for CII Level 3 Certificate in Insurance (Apprenticeship)

11 units in this credential, in the order it lists them, awarded by Chartered Insurance Institute.

  1. Customer service in insurance
  2. General insurance business
  3. Healthcare insurance products
  4. Household insurance products
  5. Insurance Claims Handling Process
  6. Insurance broking fundamentals

and 5 more in the full unit list below.

These are the real units of this credential, in its own order. Nothing here is marked done, because this plan has not been started by anyone yet. Yours would fill in as you go.

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.