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Skills assessment for Insurance

Track underwriting, claims and broker skills to protect customers and reduce risk consistently.

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Skills your team could be scored on in Claims Handling

Policy InterpretationClaim Investigation and AssessmentCustomer Communication and Empathy

Every skill, level, and label is editable — this is a starting point, not a fixed list.

Every Insurance discipline in SkillScorer

SkillScorer ships with 6 Insurance disciplines and 72 individual skills out of the box. Choose a discipline to see every skill, its description and the levels that come with it — each one fully editable, renameable or removable, and you can add your own to match how your organisation actually works.

Claims Handling

12 skills

Claims officers are where the promise of insurance is kept. This scorecard covers assessment, policy interpretation, communication, fraud awareness and settlement quality for consistent, fair claims handling.

  • Policy Interpretation
  • Claim Investigation and Assessment
  • Customer Communication and Empathy
  • Fraud Awareness
  • Settlement Negotiation
  • Supplier and Repairer Management
  • File Notes and Documentation
  • Turnaround Time Management
  • + 4 more
See all Claims Handling skills →

Underwriting

12 skills

Underwriters decide which risks to accept and at what price. This scorecard covers risk analysis, pricing, guidelines, broker relationships and portfolio thinking.

  • Risk Identification and Analysis
  • Pricing and Rating
  • Underwriting Guidelines and Authority
  • Terms, Conditions and Exclusions
  • Broker and Client Communication
  • Data and Portfolio Analysis
  • Catastrophe and Accumulation Awareness
  • Referral and Escalation
  • + 4 more
See all Underwriting skills →

Insurance Broking & Sales

12 skills

Brokers and advisers match clients with the right cover. This scorecard covers needs analysis, product knowledge, placement, renewals and compliance.

  • Client Needs Analysis
  • Product and Market Knowledge
  • Quoting and Placement
  • Explaining Cover and Exclusions
  • Renewals Management
  • Compliance and Disclosure
  • Claims Advocacy
  • Relationship Building
  • + 4 more
See all Insurance Broking & Sales skills →

See it set up for Insurance

Book a demo and we'll help you configure SkillScorer around how your organisation actually works.

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