Legal & General to test advisers with Trainsmart

Jessica Nangle

February 13, 2017

Legal & General has launched a computer-based test for advisers available from mid-February.

Trainsmart will enable firms to test and understand the knowledge and competency of advisers who have regular interaction with Legal & General insurance products and services.

Mark Holweger, managing director at Legal & General Insurance, said: “We are pleased to officially announce the launch of our new Trainsmart programme.

“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.”

The tool comprises of 50 questions across five modules and looks at the key aspects relevant to the end-to-end sale and customer journey of each insurance product.

The programme will take 20 minutes to complete and each participant will be scored which leads to a credit towards their CPD.

Holweger added: “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.”

Over 30 of Legal & General’s largest protection firms have confirmed they will take part in the programme.

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