Legal and General launches protection testing tool

Legal and General launches protection testing tool

Legal & General has boosted its support for insurance intermediaries with the launch of a programme called Trainsmart.

The computer-based test for advisers aims to help intermediaries to learn more about insurance products, the sales process and the customer journey, and will test the knowledge and competency of advisers who have regular interaction with Legal & General Insurance products and services.

According to Mark Holweger, managing director of Legal & General Insurance, the launch is designed to improve the customer outcome and ensure client retention for the intermediaries.

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The tool comprises 50 questions across five modules, covering what Legal & General believes are the key aspects relevant to the end-to-end sale and customer journey of each insurance product.

The programme takes 20 minutes to complete and each participant will be scored and receive a credit towards their CPD.

So far, the programme has been trialled among some advisers and currently more than 30 of Legal & General’s largest protection firms have confirmed they will take part.

Mr Holweger added: "The aim is to improve customer outcome and client retention for the intermediary sellers, something which is very important to Legal & General.

"Trainsmart aims to support all of our advisers, providing them with recognised and measurable training and ensuring they are working to the best of their ability.

"We hope that such innovation will help shape the future of the intermediary market and ultimately improve the experience of both adviser and client."

The launch, which was unveiled at Legal & General Insurance's Business Quality Awards on 9 February, comes as Legal & General is planning a big push into the US, which Bernie Hickman, chief executive for Legal & General Insurance, said was a country full of technological innovation - but just not when it came to insurance products. 

Mr Hickman said: "The US hasn't even started on its tech journey as far as the insurance industry is concerned.

"For example, we had online term assurance forms back in 2000 in the UK; the US is only just getting around to this.

"We want to take what we do well already in the UK and do it in the US."