Our priorities in 2020

We have four major priorities in 2020

We have four major priorities in 2020:


1. Personal lines knowledge range


In March 2020, the CII launched the Personal Lines Knowledge Range – a suite of learning and development assets and tools built specifically for those in the consumer retail market.

Built around the core product sets of motor, home, travel and pet insurance, this new learning encompasses not only the technical aspects of cover, but also ethical content relevant to all staff, such as inclusive approaches to customer outcomes and dealing with vulnerable customers. The suite comprises conventional qualification units at Award and Certificate level, complemented by free and open online course content in order to be as accessible as possible in this market. It is intended to help firms provide a holistic service to customers and to respond to increased regulatory demand for evidence of organisational purpose and investing in a positive culture.


2. New Chartered title


In March 2020, we launched a new Chartered title for managing general agents (MGAs), with the support of the Managing General Agents’ Association (MGAA). The Chartered Insurance Underwriting Agent title was launched as part of the CII’s Royal Charter purpose to secure and justify the confidence of the public in the insurance profession.

The new title gives MGAs a professional pathway to Chartered status. Chartered status is a public commitment to standards of professionalism and an ethical approach.

The CII launched the new title in recognition of managing general agents’ growing market presence, and to ensure that Chartered status remains a relevant and accessible aspiration for all within the profession. According to the MGAA, this sector has more than 300 firms employing approximately 5,000 people and currently underwrites more than 10% of the UK’s £47 billion general insurance premiums.

To hold the new Chartered title individuals must hold the Advanced Diploma in Insurance, be a member of the Chartered Insurance Institute and have at least five years’ sector experience.


3. New E-commerce platform


In the first quarter of 2020, we are giving greater capability to the customer, simplifying the way we present our products and services to them and thereby improving the overall buying experience. The new platform will be multi-currency with websites offered in different languages where it makes sense to do so, while providing vastly improved levels of flexibility for the customer to make changes to existing bookings as well as an improved member portal (MyCII) and a portal dedicated to insurance and financial planning firms to manage their employees’ learning journey.

This represents only the first step in leveraging technology, and especially use of data insight, to support our organisation and the needs of our customers. Next phases include improving the membership and learning experiences with more functionality and flexibility.


4. Board changes


At our AGM in June 2019, we gained member agreement to change our bye-laws to bring our governance into line with modern thinking and best practice. These changes were subsequently approved by the Privy Council.

The constitution of the CII’s Board, our governing body, has changed with the appointment of our first independent Chair in July 2020, Dr Helen Phillips. The role of Engagement Board Member has also been created to ensure that the voice of our members is considered during Board discussions and decision-making. The Chairs of the Board’s four Committees are now also full Board members.