InsureSkills Start free
Insurance compliance training

Compliance you can carry.

Five-minute lessons on know-your-customer, anti-money-laundering, sanctions, fraud and fair conduct for every role in an insurance business: agents and brokers, underwriters, claims handlers, service and onboarding teams, and the people who lead them. One real situation per lesson, the exact red flags and steps, on a phone between calls.

Start free Set up your team
An insurance agent reading a short compliance lesson on her phone between client appointments
100
lessons
20
tracks
10
areas of compliance
5
minutes each
The problem

Compliance training happens once a year, in a slide deck, and is forgotten by February.

The annual module gets clicked through to earn the certificate. Then a customer turns up with documents that do not quite match, a claim arrives that looks a little too tidy, or a broker asks for a favour, and the person on the phone has nothing to fall back on except instinct.

  • Too long to schedule

    A half-day session means taking people off the phones, so it happens once, at induction or at renewal time, and never again.

  • Too abstract to use

    A definition of money laundering does not tell a claims handler what to do with a surrender request from a policy that was paid up front in cash.

  • Too rare to stick

    A red flag seen once in a slide is a memory, and a faint one. Spotting it on a live file needs repetition until it becomes a reflex.

How it works

One situation, five minutes, the steps to take.

Every lesson takes one real moment from insurance work and shows what good looks like, what usually goes wrong and what to do next. A presenter talks it through; the learner reads, listens and answers.

  1. One customer, claim or application per lesson

    A customer who cannot produce standard identity documents, a claim that looks staged, a gift from a broker. The lesson shows the exact red flags, the questions to ask and the steps to take.

  2. Principles that hold everywhere

    Lessons teach what applies in every jurisdiction and say plainly where your local rules set the exact limit, so the training stays right in whichever market you work. No named laws, no thresholds that drift.

  3. Checked, not assumed

    Each lesson ends with a few questions about what you would actually do on the file, so the habit is tested before an auditor tests it for real.

Every role

Built for the whole business, not just the compliance team.

Tracks are organised by area and by role, so a claims handler, a service agent and a compliance officer each get the lessons that match their day.

  • Claims

    Staged and exaggerated claims, fraud rings, refunds and surrenders, investigating without prejudging.

  • Service and onboarding

    Identity checks, explaining them without losing the sale, vulnerable customers, complaints.

  • Compliance and leadership

    Risk ratings, enhanced measures, screening hits, audit readiness, setting the tone for a team.

  • The whole team

    Data protection, gifts and hospitality, speaking up, and what happens after you report.

What it covers

Ten areas of insurance compliance, opened track by track.

Every area starts with the principles and goes deeper by role. Free tracks let anyone begin; Premium opens the rest for a person or a whole team.

  1. Know Your Customer

    3 tracks, 15 lessons
    • Why Customer Identity Is the First ControlFree to start
    • Individuals: Documents, Data and Remote Checks
    • Rating the Risk of a Customer Relationship

  2. Anti-Money-Laundering

    3 tracks, 15 lessons
    • The Three Stages and Why Insurance Is a Target
    • Red Flags in Life and Investment-Linked Products
    • Red Flags in General Insurance

  3. Sanctions and Politically Exposed Persons

    3 tracks, 15 lessons
    • Why an Insurer Cannot Deal with a Sanctioned PartyFree to start
    • Handling Screening Hits and False Positives
    • Recognising Political Exposure

  4. Fraud Detection

    3 tracks, 15 lessons
    • Misrepresentation and Non-Disclosure
    • Spotting Staged and Exaggerated Claims
    • Investigating Without Prejudging

  5. Fair Treatment and Conduct

    2 tracks, 10 lessons
    • Principles Every Insurance Employee Should KnowFree to start
    • Clear Communication and Informed Decisions

  6. Data Protection and Confidentiality

    2 tracks, 10 lessons
    • Principles That Govern Every Customer File
    • Recognising and Reporting a Data Breach

  7. Complaints Handling

    1 tracks, 5 lessons
    • Recognising and Logging ComplaintsFree to start

  8. Records and Audit Readiness

    1 tracks, 5 lessons
    • Why Records Matter in a Regulated Business

  9. Suspicious Activity Escalation

    1 tracks, 5 lessons
    • Recognising Suspicion and Acting on ItFree to start

  10. Governance, Ethics and Compliance Leadership

    1 tracks, 5 lessons
    • Where Hospitality Becomes Bribery

New tracks are added to the library over time. What you see here is what learners can open in the app today.

Pricing

Start free. Pay for the rest by the month, the year or the seat.

Free tracks cost nothing. Past them there is one flat price for a person and one price per seat for an insurer, a brokerage or a team, in US dollars.

See the plans
Free
Free tracks across several areas: customer identity, sanctions, conduct principles, complaints and suspicious activity.
$29.99 a year
Every area and every track, for one person, billed once a year.
$24.00 per seat, a year
Per seat for a firm or a team, with an invite link, a web dashboard and invoices.
Questions

Before you ask

How long does a lesson take?
About five minutes. A track is five lessons, so a person can finish one in under half an hour, spread across as many breaks as they like.
Which country's rules does it teach?
None in particular, on purpose. The lessons teach the principles that hold in every jurisdiction, from customer due diligence to sanctions screening and fair treatment, and say plainly where your local rules set the exact limit. Nothing cites a named law, regulator or threshold, so the training stays right whichever market you work in and never goes stale when a rule changes.
Do learners need a legal or compliance background?
No. It is written for the people who actually deal with customers, applications and claims: agents, brokers, underwriters, claims handlers, service and onboarding teams. Every term is explained in one sentence the first time it appears.
Does it work on a phone?
Yes. Lessons are designed for a phone first, which is where staff actually have five spare minutes between calls. There is also a web app for anyone at a desk.
Can we give each team only the lessons that apply to them?
Yes. The library is organised by area, path and track, by function and by role, so a claims handler, a service agent and a compliance officer each start on what matches their day instead of everyone sitting through everything.
How do we know whether staff actually did the training?
Every lesson ends with a few questions about what the learner would do. A team plan comes with a web dashboard where the person running it can see who has started and completed which tracks, which is also what you show a reviewer who asks.
What does it cost?
The free tracks cost nothing. Past them there is a flat price for a person, by the month or the year, and a per-seat price for a firm or a team that gets cheaper as the team grows. Both are on the pricing page.
For insurers and brokers

Tell us about your team.

Say roughly how many staff you have and which areas you want to start with. We answer every message ourselves.

Get in touch

Straight to a person, not a sales sequence.