Insurance Broking Fundamentals

Insurance broking is the key link between clients and insurers, ensuring risks are correctly understood, presented, and placed in the appropriate market. Strong broking skills help deliver value to clients while maintaining trust, compliance, and effective communication with underwriters. Are you ready to build this practical expertise? The Insurance Broking Fundamentals course from LPC Training is a five-day intensive programme designed to give you a clear understanding of how insurance broking works in practice.

This course provides practical knowledge of the broker’s role, from identifying client needs and preparing risk submissions to selecting suitable insurers and negotiating terms. You will also learn how day-to-day broking tasks such as renewals, mid-term adjustments, and documentation are managed.

In addition, you will explore compliance, conflicts of interest, and specialist markets such as Lloyd’s and wholesale broking. At the end of the programme, you will be able to perform core broking functions confidently and support clients effectively.