Session 2: Assessing Customer Needs - Searchlight Insurance Training

Session 2: Assessing Customer Needs

The session will consider why it is important to ensure that customer needs are properly identified and assessed. It will examine the general factors that need to be taken into account when assessing customer needs and the regulations that apply to the process. It will also explore the importance of assessing and addressing customer need during the product development process and the mechanisms that can be used to do this.


Duration: 0.2 day(s) CII CPD Hours: 1.5


The learner should be able to demonstrate an understanding of the process of assessing customer needs and how this information should be used appropriately from a tactical and a strategic perspective.

Areas covered:

The session will address the following topics:

  • Why it’s important to assess customer needs when selling insurance
  • The regulatory requirements around assessing customer needs
  • What Treating Customers Fairly means and its relevance to assessing customer needs
  • Taking customer needs into account when developing products and services