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Insurance Assess

To keep up with compliance you need to stay fresh


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Take your organisation’s training and development to the next level.

Insurance Assess is the online training and competency solution designed for insurers. It has all the information and tools in one easy-to-use system.

Discover how Insurance Assess can develop and assess knowledge across hundreds of product and technical areas. It also helps your organisation meet its regulatory requirements with inbuilt CPD and reporting functionality.

Governance, Risk & Compliance

Staying up to date with regulation has never been more critical. Insurance Assess courses are aimed at all levels in your business, right up to the board. IDD, SM&CR, Risk or more general compliance areas like GDPR and Financial Crime, Insurance Assess has it covered.


With over 600 courses and 8,000 assessment questions, Insurance Assess covers the basic principles of insurance and regulation up to the more technical details of general insurance. Content is delivered in a range of intuitive catalogues, covering the key aspects of the profession.


Insurance Assess is ideal for new employees and experienced professionals. With over 600 courses from personal and commercial lines to the complexities of London Market products, there are training courses for brokers, underwriters, claims specialists and support staff across your business.

Diagnostics and Testing

Insurance Assess provides diagnostics, gap analysis and recruitment tests, plus over 8,000 assessment questions to help with your training, competency and compliance requirements.


Analytics reports are delivered direct to your desktop, tablet or mobile to support training and competency requirements. Insurance Assess automatically records activity to help you build reports and evidence training and competency activities across your business.

Learning Management System

Insurance Assess is a powerful platform packed with features to allocate, manage, record and report on all the learning completed on the system. You can also record CPD, schedule activities and monitor staff activity.

Insurance Distribution Directive

Insurance Assess has pre-built pathways aimed at all staff captured by IDD to help demonstrate minimum levels of knowledge in specific core areas highlighted by the regulator. 

Senior Managers Regime

The SM&CR regulations came into force for brokers from December 2019 to help prepare for this, there are courses to cover all the key areas. 

Contact us

To find out how Insurance Assess can support your business, please email Already a customer? For customer support, please email

Request a free trial

Interested in Insurance Assess for your business? Click to request a 14-Day Free Trial.

Request a content guide

Click to request the Insurance Assess Content Guide with modules, assessment and CPD information

Attend an Assess demo

Click to register for an online Assess demonstration.

Request a brochure

Click to receive your Insurance Assess brochure.