CII outlines which services are unavailable during system upgrade

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CII outlines which services are unavailable during system upgrade

The Chartered Insurance Institute will be providing limited service between March 10th and 14th as it moves to a new relationship management system.

In an email to members yesterday (March 6), seen by FTAdviser, the CII said a number of services will be unavailable during the four days.

The CII has recommended that members consider submitting coursework assignments in good time, as well as booking exams sooner than normal as some may be booked out and ensuring SPS renewals are logged before March 8.

However, it said it will work with members to extend coursework deadlines.

The CII’s customer service telephone lines will also be closed during the transition, though it will be able to respond to emails that do not require system access.

Reason for outage

The institute is implementing a new communications platform, including a new customer and member relationship management system as part of planned system upgrades.

Members will be automatically enrolled or re-enrolled in The Journal, CPD and Local Institute communications which are considered core to their membership.

Those wishing to not receive these communications will be able to unsubscribe after the system migrations.

The overall transition will take place between March 8th and 19th.

The systems that will be unavailable between March 10th and 14th include:

  • Applying for or renewing Statements of Professional Standing
  • Renewing or upgrading membership
  • Accessing your personalised membership webpages (MyCII/MyPFS)
  • Accessing membership services
  • Booking or cancelling PFS events and accessing CPD certificates
  • Logging CPD via the CII CPD tool
  • Learning services
  • Booking, changing, or cancelling any exams (including both MCQ and written exams)
  • Accessing your exam results, coursework marks, learning statements and certificates
  • Submitting coursework assignments
  • Accessing learning materials
  • Purchasing learning products

In December, the CII announced it was pushing back the date of its system upgrades by one month to March 2023. 

It first advised customers and members in November of its intention to transition to a new relationship management system, which was due to take place in late January and early February 2023.

This was part of its “commitment to improving the way we deliver value for our members and learners”. 

It said initially there would be minimal changes in the way members engage with the CII through their dashboard but in the longer term the transition would enable it to offer more streamlined, tailored communications and relevant CPD programmes.