Training Courses for Insurance and Claims Teams
Instructor-led Microsoft, customer service and management training for underwriting, claims and broker teams – delivered at your offices, remotely via Teams or at our public venues.
Insurance Sector Staff Training · UK-wide
Instructor-led Microsoft, customer service and management training for underwriting, claims and broker teams – delivered at your offices, remotely via Teams or at our public venues.
Certificated training
Onsite, remote or public
Half-day or full-day sessions
Volume discounts on 5+ courses
Training Courses for Insurance and Claims Teams
Keys Training® provides instructor-led Microsoft Office, Copilot, customer service and management-skills training for staff working in underwriting, claims, broking and insurance customer service teams.
Training delivered for
Insurers & underwriters
Insurance brokers
Claims handling teams
Loss adjusters
Insurance customer service centres
Managing general agents
Courses built around underwriting, claims and customer service teams
Every course below can be delivered in-house at your offices, or remotely via Teams – well suited to distributed claims and underwriting teams. Click a course for the full outline or browse the full course finder.
Microsoft & digital skills
Microsoft Excel (Intro to Advanced)
Underwriting, claims and premium data spreadsheets and reporting.
View courseMicrosoft Copilot (AI)
Practical, safe use of Copilot in Outlook, Word, Teams and Excel.
View courseMicrosoft 365 & Office
Word, Outlook, PowerPoint, Teams, SharePoint and more.
View courseAdministration & communication skills
Customer Service Skills
For claims handlers and policyholder-facing teams.
View courseReport Writing for Business
View courseClear claims notes and correspondence.
Management & personal effectiveness
Conflict Management
De-escalation for difficult claims and complaint calls.
View courseManagement Skills for Emerging Managers
For newly promoted team leaders in claims and underwriting.
View courseAssertiveness & Confidence Skills
Clear, professional communication under pressure.
View courseTime & Priority Management
Managing caseloads, SLAs and admin.
View courseIn-house, remote or public: you choose
In-house at your offices
Delivered in your own meeting room, built around your systems.
- Content built around real claims and policy scenarios
- Trainer travel included nationwide
- Group sizes from 4 to 20
Remote via Microsoft Teams
Ideal for distributed claims, underwriting or call-centre teams.
- Small group or 1-to-1 sessions
- Fits around rota and shift cover
- Teams invites managed by us
Public courses with volume discounts
Send individuals to our UK venues when group training doesn’t fit.
- Preston, Manchester, Liverpool, Leeds, London, Birmingham
- Discounts on multiple bookings
- Same certificated outcome
From enquiry to certificates in four steps
Tell us what your team needs
Call or email with the course, rough numbers and location. We’ll recommend the right level and format – no hard sell.
Pick a date, confirm the quote
We send available trainer dates and a written quotation. You confirm with a PO or payment and we reserve your trainer.
Pre-course tailoring
Your trainer calls to understand attendee roles and gather real examples, so the course fits how your team actually works.
Training day and follow-up
Course delivered 9:30 to 4:30 (or times to suit shifts). Attendees receive certificates, reference material and free post-course support.
Support before, during and after
- A dedicated point of contact for your booking
- Pre-course evaluation forms to set the right level
- Help planning and customising closed courses
- Course certificates for attendee training records
Nationwide, at your site or ours
Our trainers travel to insurance sector offices across England, Scotland and Wales. Public courses run at venues in:
PrestonLiverpoolManchesterLeedsBirminghamLondon
- Post-course management feedback reviews
- Free post-course telephone and email support
- Trainer matched to your team’s experience and pace
- Quality reference material attendees keep
Why insurance teams choose Keys Training
We’ve been training UK insurers, brokers and claims teams for over two decades. Here’s what that means in practice.
Over 25 years training insurers, brokers and claims handling teams across the UK.
Company history
No hard sell – every enquiry starts with a free call to understand what your team needs.
Our approach
Remote and small-group formats built for distributed claims and underwriting teams.
Flexible delivery
Questions L&D teams ask us
Is policyholder data kept confidential during training?
Yes. Trainers work with anonymised or sample data during exercises unless you choose to use your own, and any materials shared with us are treated in confidence.
Can training be delivered to a distributed claims or underwriting team?
Yes, remote training via Microsoft Teams works well for teams spread across different offices or working from home.
How much does insurance sector staff training cost?
In-house Microsoft 365 and Copilot courses start from £695 + VAT for up to 8 attendees. Customer service and management courses start from £845 + VAT. Virtual classroom days are around £645 + VAT for up to 4 attendees.
Can customer service training reflect difficult claims calls?
Yes, tailoring is included. Your trainer will discuss real call scenarios – including difficult or emotional claims conversations – before the course.
How long are the courses?
Most courses run as a full day (9:30am to 4:30pm) or a half-day. Bitesize 90-minute sessions are also available for a single focused topic.
How many staff can attend a course?
Group sizes are flexible, from 1-to-1 coaching up to around 20 delegates for a classroom-style session.
Do you offer discounts for multiple courses?
Yes. Book five or more courses on a single purchase order and arrange them across the next 12 months at a discounted rate.
Which insurance businesses have you worked with?
We’ve delivered training for insurers and underwriters, insurance brokers, claims handling teams and managing general agents across the UK.
Arrange training for your insurance team.
Tell us the course, rough numbers and where you are. A training advisor will reply within one working day with options and a fixed fee.