Legal & General is introducing a computer-based test for advisers, known as Trainsmart.
It was announced at the firm’s annual Business Quality Awards last week.
The Trainsmart programme will be ready for use in mid-February and available for intermediary sellers to test and understand the knowledge and competency of advisers who have regular interaction with Legal & General Insurance products and services.
Over 30 of Legal & General’s largest protection firms have confirmed they will take part in the programme.
The tool, comprising of 50 questions across five modules, looks at 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.
The new product is designed to ensure all advisers are selling products to the best of their ability. Trainsmart aims to improve client relationship and retention capabilities which, in turn, will generate greater productivity and profitability for all parties.
Mark Holweger, managing director of Legal & General Insurance, said: “We are pleased to officially announce the launch of our new Trainsmart programme following yet another successful Legal & General Business Quality Awards. The purpose of this market-leading tool is to improve customer outcome and client retention for the intermediary sellers, something which is very important to Legal & General.
“Trainsmart is an industry first and 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.”
