ASSESS

Nov12 - Jan13 Updates

2013-01-31T07:43:00.005-08:00

We are writing to inform you of recent updates to broker ASSESS content and the Technical Learning Modules.

Regulatory Essentials courses

Within the next two weeks we will also be launching the below courses.

Information Security

This course has undergone an update to enhance the learning experience with improved content, graphics and presentation. The new version of the course will reset the users status to Not started.

Managing Conflicts of Interest

We have conducted a major review of the existing content and taken a more focused view on the course content and presentation, including a name change from Conflicts of Interest to Managing Conflicts of Interest. The new version of the course will reset the users status to Not started.

Treating Customers Fairly for Managers

We have conducted a major review of the existing content and taken a more focused view on the course content and presentation, including a name change from Treating customers fairly (Supervisory) to Treating customers fairly for managers. The new version of the course will reset the users status to Not started.

How to comply with the data protection act and Fighting Fraud

These courses have undergone minor updates to updates to enhance the learning. The new versions of the course will be ‘in place’ updates and will not affect the users status.

Updates to technical learning modules

A number of modules across the whole of the Technical learning suite have been reviewed and updated.

Please note that as a result of the changes to the courses above all of the questions relating to these subjects have also been reviewed and updated and any assessments created using these questions may be affected.

Can we help you?

Please do not respond to this email, as the mailbox is not monitored. If you have a query regarding any aspect of this update, please contact the support team on 0844 800 3316. Alternatively you can email us at support@brokerassess.co.uk

We’d also appreciate any feedback or ideas you have about the site or its content.

Kind regards

The broker ASSESS team

October 2012 Updates

2013-01-31T07:43:00.002-08:00

We are writing to inform you of recent updates to broker ASSESS content and the Technical Learning Modules. We have also detailed within this newsletter, known updates and new course development for the coming few months.

Updates to content

Regulatory Essentials courses

Contract Certainty and Contract Certainty London Market

These courses have undergone an update to enhance the learning experience with improved content, graphics and presentation.

Professional Duties

We have conducted a major review of the existing content and taken a more focused view on the course content and presentation, including a name change from Professional Obligations to Professional Duties. The course is now based around the five core professional duties laid out in the CII’s Code of Conduct.

Updates to technical learning modules

Module	Module Title
D:2	Public Liability – Work Away
D:2	Products Liability – How it Arises
D:2	Products Liability - Underwriting
D:2	Public Liability – Premises
D:3	Motor Fleet – Introduction
D:4	Marine Cargo Insurance – Intermediate
D:11	Care Homes – Assessing the Clients Needs
F:1	FSA Regulations - Claims Handling
H:1	Motor Personal Injury

Tick updates

Course	Module (subject)	Topic (e-briefing)	Update type
Insurance - Commercial (Liability)	Liability Insurance	Public Liability – Work Away	2
Insurance - Commercial (Liability)	Liability Insurance	Products Liability – How it Arises	2
Insurance - Commercial (Liability)	Liability Insurance	Products Liability - Underwriting	2
Insurance - Commercial (Liability)	Liability Insurance	Public Liability – Premises	2
Insurance - Commercial (Motor)	Motor Insurance	Motor Fleet – Introduction	2
Insurance - Commercial (Other)	Marine Insurance	Marine Cargo Insurance – Intermediate	2
Insurance - Commercial (Other)	Trade Case Studies	Care Homes – Assessing the client’s needs	2
Insurance - Commercial (Other)	Regulation and Compliance	FSA Regulations - Claims Handling	2

* Update type – Category 2: changes include technical updates and minor improvements however these changes have not had a significant impact on the content.

Questions relating to the reviewed modules above have also been reviewed and updated – please be aware that tests may break if using any of the affected questions.

As a helpful reminder, to fix any affected tests, select the ‘Clone’ function located on the ‘Structure’ tab within ’Assessment Details’. This will create a new assessment based on the template of the old. Once complete you can assign the cloned version to your chosen candidates.

Planned updates for period October 2012 – January 2013

Module	Essentials/Technical	New /Reviewed Course	Date
TCF for Managers	Essentials	Review	November 12
Motor Fleet Underwriting	Technical	Review	November 12
Professionals – addressing the client’s needs	Technical	Review	November 12
Motor Trade – arranging appropriate cover	Technical	Review	November 12
Commercial Vehicle Insurance – Arranging appropriate cover	Technical	Review	November 12
Employers Liability – Arranging appropriate cover	Technical	Review	November 12
Commercial Legal Expenses – Arranging appropriate cover	Technical	Review	November 12
Business Interruption – Arranging Cover	Technical	Review	November 12
Marine and Goods in Transit Claims	Technical	Review	November 12
Presentation of Risk Information to Brokers	Technical	NEW	December 12
Presentation of Quotation Information to clients	Technical	NEW	December 12
UK Insurance on a world scale	Technical	NEW	December 12
Advanced Liability	Technical	NEW	December 12
Commercial Property Claims	Technical	NEW	December 12
Information Security	Essentials	Review	December 12
Loss Adjusting	Technical	Review	December 12
Household Insurance U/writing non-standard risks	Technical	Review	December 12
PMI – Arranging appropriate cover	Technical	Review	December 12
Motor Trade Insurance – Introduction	Technical	Review	December 12
Marine Cargo Insurance – Introduction	Technical	Review	December 12
Professional Indemnity Insurance – Introduction	Technical	Review	December 12
Professional Indemnity Insurance – Intermediate	Technical	Review	December 12
Directors and Officers – Liability Claims	Technical	Review	December 12
TCF	Essentials	Review	January 13
Fighting Fraud	Essentials	Review	January 13
Large Construction Risks – Assessing the client’s needs	Technical	Review	January 13
Marine Liability part 2 – International freight liabilities	Technical	Review	January 13
Industrial and Commercial Cleaning – Assessing the client’s needs	Technical	Review	January 13
Claims handling – introduction to litigation	Technical	Review	January 13
Critical Illness Insurance	Technical	Review	January 13
Lloyds Accounting and regulation	Technical	Review	January 13
Professional Indemnity Claims	Technical	Review	January 13

Can we help you?

We’d also appreciate any feedback or ideas you have about the site or its content.

Kind regards

The broker ASSESS team

August 2012 Updates

2013-01-31T07:42:00.001-08:00

Insurance Essentials – Financial Crime

Following the retirement of the Financial Crime module, all questions attached to this module (within the Insurance Essentials question bank) will be removed during the week commencing17^th September.

We have also reviewed the Data Protection questions and will be making updates to a few questions during the week commencing 17th September. These changes will affect any tests created using these questions.

Updates to technical learning modules

Module number	Module Title
D:1	Business Interruption - Introduction
D:2	Digital and Cyber Risks
D:2	Liability - How it Arises
D:11	Clothing Manufacturers
D:11	Hotels and Guesthouses - Assessing the Clients Needs
D:11	Office Risks - Assessing The Client's Needs
F:1	Business Procedures for Compliance
H:1	Claims Procedures - Introduction

Tick updates

Course (faculty)	Module (subject)	Topic (ebriefing)	Update type
Insurance - Commercial (Property)	Business Interruption	Business Interruption - Introduction	2
Insurance - Commercial (Liability)	Liability Insurance	Liability - How it Arises	2
Insurance - Commercial (Other)	Trade Case Studies	Clothing Manufacturers	2
Insurance - Commercial (Other)	Trade Case Studies	Hotels and Guesthouses - Assessing the Clients Needs	2
Insurance - Commercial (Other)	Trade Case Studies	Office Risks - Assessing The Client's Needs	2
Insurance - Commercial (Other)	Regulation and Compliance	Business Procedures for Compliance	2
Insurance - General	Underwriting and Claims	Claims Procedures - Introduction	2
Insurance - Personal (Other)	Pets Insurance	Pets Horses and Ponies	2

* Update type – Category 2: changes include technical updates and minor improvements however these changes have not had a significant impact on the content.

Questions relating to the reviewed modules above have also been reviewed and updated – please be aware that tests may break if using any of the affected questions.

Can we help you?

We’d also appreciate any feedback or ideas you have about the site or its content.

Kind regards

The broker ASSESS team

September 2012 Updates

2013-01-31T07:16:00.001-08:00

Updates to content

Regulatory Essentials courses

We have added an Errors and Omissions course to the Regulatory essentials suite. Written from the perspectives of a placing broker, client, compliance officer and lawyer, this module outlines and provides examples of Errors and Omissions together with showing you how you’ll need to be prepared for the consequences if you don’t deliver what you have promised, or what the client reasonably expects.

Contract Certainty and Contract Certainty London Market

These courses have undergone an update to enhance the learning experience with improved content, graphics and presentation.

Professional Duties

Updates to technical learning modules

Module	Module Title
D:2	Public Liability – Work Away
D:2	Products Liability – How it Arises
D:2	Products Liability - Underwriting
D:2	Public Liability – Premises
D:3	Motor Fleet – Introduction
D:4	Marine Cargo Insurance – Intermediate
D:11	Care Homes – Assessing the Clients Needs
F:1	FSA Regulations - Claims Handling
H:1	Motor Personal Injury

Tick updates

Course	Module (subject)	Topic (e-briefing)	Update type
Insurance - Commercial (Liability)	Liability Insurance	Public Liability – Work Away	2
Insurance - Commercial (Liability)	Liability Insurance	Products Liability – How it Arises	2
Insurance - Commercial (Liability)	Liability Insurance	Products Liability - Underwriting	2
Insurance - Commercial (Liability)	Liability Insurance	Public Liability – Premises	2
Insurance - Commercial (Motor)	Motor Insurance	Motor Fleet – Introduction	2
Insurance - Commercial (Other)	Marine Insurance	Marine Cargo Insurance – Intermediate	2
Insurance - Commercial (Other)	Trade Case Studies	Care Homes – Assessing the client’s needs	2
Insurance - Commercial (Other)	Regulation and Compliance	FSA Regulations - Claims Handling	2

* Update type – Category 2: changes include technical updates and minor improvements however these changes have not had a significant impact on the content.

Questions relating to the reviewed modules above have also been reviewed and updated – please be aware that tests may break if using any of the affected questions.

Planned updates for period October – December 2012

Module	Essentials/Technical	New /Reviewed Course	Date
TCF for Managers	Essentials	Review	October 12
Motor Fleet Underwriting	Technical	Review	October 12
Professionals – addressing the client’s needs	Technical	Review	October 12
Motor Trade – arranging appropriate cover	Technical	Review	October 12
Commercial Vehicle Insurance – Arranging appropriate cover	Technical	Review	October 12
Employers Liability – Arranging appropriate cover	Technical	Review	October 12
Commercial Legal Expenses – Arranging appropriate cover	Technical	Review	October 12
Business Interruption – Arranging Cover	Technical	Review	October 12
Marine and Goods in Transit Claims	Technical	Review	October 12
Presentation of Risk Information to Brokers	Technical	NEW	November 12
Presentation of Quotation Information to clients	Technical	NEW	November 12
UK Insurance on a world scale	Technical	NEW	November 12
Advanced Liability	Technical	NEW	November 12
Commercial Property Claims	Technical	NEW	November 12
Information Security	Essentials	Review	November 12
Loss Adjusting	Technical	Review	November 12
Household Insurance U/writing non-standard risks	Technical	Review	November 12
PMI – Arranging appropriate cover	Technical	Review	November 12
Motor Trade Insurance – Introduction	Technical	Review	November 12
Marine Cargo Insurance – Introduction	Technical	Review	November 12
Professional Indemnity Insurance – Introduction	Technical	Review	November 12
Professional Indemnity Insurance – Intermediate	Technical	Review	November 12
Directors and Officers – Liability Claims	Technical	Review	November 12
TCF	Essentials	Review	December 12
Fighting Fraud	Essentials	Review	December 12
Large Construction Risks – Assessing the client’s needs	Technical	Review	December 12
Marine Liability part 2 – International freight liabilities	Technical	Review	December 12
Industrial and Commercial Cleaning – Assessing the client’s needs	Technical	Review	December 12
Claims handling – introduction to litigation	Technical	Review	December 12
Critical Illness Insurance	Technical	Review	December 12
Lloyds Accounting and regulation	Technical	Review	December 12
Professional Indemnity Claims	Technical	Review	December 12

Can we help you?

We’d also appreciate any feedback or ideas you have about the site or its content.

Kind regards

The broker ASSESS team