Insurance
An insurer's training requirements follow the licence, and the licence follows the person — through products, territories, and a distribution channel that is not all on your payroll.
What's required
What required training looks like inside an insurer
-
Licensing follows the individual
Authority to sell rests on a licence and the continuing education behind it. The requirement belongs to the individual, travels with them between products, and lapses on its own date, which rarely matches the training year.
-
The distribution channel is not all on your payroll
Tied agents, independent brokers, and bancassurance partners each carry a training expectation, and the firm answers for it whether or not those people appear in its HRIS.
-
Conduct and suitability are examined together
Fair treatment, product suitability, complaints handling, claims conduct — supervised as firm-level controls, proven one person at a time.
How Salalem answers it
Built with you, the same way
We publish no insurance pack today. A consult maps what your regulator requires into the platform instead, and that mapping is the part that does the work.
It works the same way as our published banking packs; only the list of what's required is specific to you. Roles come from your HR system, renewal dates are tracked for each person, and proof is captured against the training it satisfies. The same record answers a regulator, a group audit, and a bancassurance partner's due diligence.
Coverage
No insurance pack yet — a consult instead
We don't publish an insurance pack. A consult maps your requirements with you.
Other industries
Bring One Requirement. See How Its Record Is Built.
Give us an hour and one real requirement — from your rulebook or from a role profile. You will see how it maps to people, deadlines, and evidence on Salalem.
Book a demo