Insurance
Insurance Broking & Sales skills assessment
Brokers and advisers match clients with the right cover. This scorecard covers needs analysis, product knowledge, placement, renewals and compliance.
- 12 skills to score
- 1–10 scale on every skill
- 6 starting levels
The 12 Insurance Broking & Sales skills you can score
These are the default Insurance Broking & Sales skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Client Needs Analysis
Assesses a client's risks and needs before recommending cover.
Product and Market Knowledge
Understands insurers and policy types.
Quoting and Placement
Obtains and compares quotes accurately.
Explaining Cover and Exclusions
Explains what is and isn't covered in plain language.
Renewals Management
Manages renewals and reviews cover each year.
Compliance and Disclosure
Meets disclosure and advice obligations.
Claims Advocacy
Supports clients through claims and advocates with insurers.
Relationship Building
Builds long-term client relationships.
Sales and Cross-Selling
Sells and offers appropriate additional cover.
CRM and Administration
Records client details, policies and renewals accurately in the CRM.
Negotiation with Insurers
Negotiates terms and price with insurers.
Ethics
Puts the client's interests first and gives honest, unbiased advice.
Levels included with Insurance Broking & Sales
Insurance Broking & Sales starts with 6 levels, which SkillScorer calls “Seniority Level” for insurance, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Trainee
- Officer
- Senior Officer
- Team Leader
- Manager
- Head of Department
How Insurance Broking & Sales works in SkillScorer
Score
Each team member in a team is scored on the Insurance Broking & Sales skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Insurance Broking & Sales skills need attention. Reports also follow each team leader's team.
Insurance Broking & Sales scorecard: common questions
What skills does the Insurance Broking & Sales scorecard include?
SkillScorer's Insurance Broking & Sales scorecard covers 12 skills: Client Needs Analysis, Product and Market Knowledge, Quoting and Placement, Explaining Cover and Exclusions, Renewals Management, Compliance and Disclosure, Claims Advocacy, Relationship Building, Sales and Cross-Selling, CRM and Administration, Negotiation with Insurers and Ethics. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Insurance Broking & Sales?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Insurance Broking & Sales?
Insurance Broking & Sales starts with these levels (called “Seniority Level” in the app): Trainee, Officer, Senior Officer, Team Leader, Manager and Head of Department. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Insurance Broking & Sales skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In insurance the app talks about team members, teams and team leaders, and you can change any of those words too.
Score Insurance Broking & Sales with SkillScorer
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