Insurance intermediaries certification - Compact SA

Case Study

Insurance intermediaries certification

Insurance intermediaries certification

A large commercial bank in the process of transformation, faced the challenge of extremely low availability of resources (trainers, classrooms, etc.) to launch the training of their associates for getting their Certification of Insurance Intermediacy.


They addressed COMPACT that created an asynchronous e-learning course. The participants attended a 1day classroom training 1-2 months before the exams, after completing the relevant e-learning course (theory and evaluation).


The benefits for the customer were: a) cost reduction – 1 day in the classroom instead of 2, b) reduction of management costs (asynchronous e-learning), c) increase of success rate – due to the screening of the candidates before the official exam.