Insurance and takaful training for advice, claims and conduct
WorkQuest2U teaches insurance and takaful staff and agents through short scenarios: advising a family honestly, underwriting fairly, handling a claim well and spotting fraud. Every lesson is tracked, assessed and certified in the company workspace.
- 10 modules
- 137 lessons
- 3D scenarios
- ✓ certificates
Insurance & Takaful training in 60 seconds
What insurance & takaful teams learn
Every lesson is a short scene to explore: a guide explains the work, learners find the hazards and red flags, answer a few questions and earn a certificate.
Advice and sales conduct
Needs-based advice, suitability, disclosure, cooling-off periods and treating vulnerable customers fairly.
Underwriting and claims
Fair underwriting decisions, clear communication and claims paid promptly and fairly.
Fraud and financial crime
Claims fraud, staged accidents, money laundering through policies, sanctions and bribery.
Risk, capital and climate
How insurers price and hold capital for risk, reinsurance, takaful models and climate risk.
Modules in the Insurance Co edition
Each module is a set of lessons with its own certificate. Companies choose which modules to assign to which teams.
- Insurance 10117 lessons
- Advice, Sales & Conduct11 lessons
- Underwriting & Claims9 lessons
- Risk, Actuarial & Capital14 lessons
- Fraud & Financial Crime Prevention13 lessons
- AI, Data Security & Cybersecurity17 lessons
- Ethics & Compliance15 lessons
- Safety, Security & Wellbeing20 lessons
- HR Rules & Regulations17 lessons
- ESG & Climate Risk13 lessons
Try a lesson
Insurance 101What Insurance IsA customer service centre and its risk pool hall: pooling, the law of large numbers, premiums, sum insured, claims, reserves, and life vs general vs takaful.Insurance 101Insurance in MalaysiaA sky deck over Kuala Lumpur with who's-who kiosks: BNM, the FSA and IFSA, insurers and takaful operators, LIAM, PIAM and MTA, PIDM's TIPS, FMOS and the protection gap.Insurance 101The Principles of InsuranceSix exhibit stands in a training room: insurable interest, utmost good faith and the duty of disclosure, indemnity, subrogation, contribution and proximate cause.
Insurance 101Life InsuranceAn agent's planning session at a family's terrace house: term, whole life and endowment, bonuses, surrender values, nominations and why life cover is about the people who depend on you.Insurance 101Investment-Linked PoliciesThe investment-linked zone of a customer service centre: premium allocation, units and funds, insurance charges, why cover can lapse, top-ups and withdrawals, and why fund risk sits with the customer.Insurance 101Medical & Health InsuranceA private hospital's ground floor: medical cards and panel hospitals, guarantee letters, limits, deductibles and co-payment, pre-existing conditions and waiting periods, and why medical costs keep rising.Who it is for
- Agents, bancassurance and sales staff
- Underwriters and claims handlers
- Actuarial, risk and finance teams
- Customer service and complaints teams
- Compliance and fraud investigators
Laws and rules it touches
- Financial Services Act 2013 and Islamic Financial Services Act 2013Bank Negara Malaysia’s framework for insurers and takaful operators.
- Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001Due diligence and reporting for life and family takaful business.
- Personal Data Protection Act 2010 (as amended in 2024)Health and personal data held by insurers.
- Malaysian Anti-Corruption Commission Act 2009, section 17ACorporate liability for bribery, including by agents.
Lessons explain these in plain language for learning. They are not legal advice or official guidance.
Why insurance & takaful companies use WorkQuest2U
Remembered, not skipped
Short 3D scenarios where staff make the decisions hold attention better than slides or videos, on any phone or laptop.
Records for auditors
Assign modules by team, track completion and assessment scores, and download certificates and reports from one workspace.
Tailored to your sites
An edition uses your workplaces, terminology, rules and certificate wording. The editions shown are illustrative until tailored.
Insurance & Takaful training: frequently asked questions
Does this insurance training cover takaful?
Yes. The edition covers conventional insurance and family takaful, including the principles that make takaful different.
Can agents use it on their phones?
Yes. Lessons run in the browser on phones, tablets and laptops, and progress is saved to the learner.
Does it replace the pre-contract examinations for agents?
No. It builds understanding and good conduct alongside the formal qualifications agents and staff must hold.
Bring insurance compliance training to your teams
Start with the illustrative edition, then we tailor it to your organisation with your sites, rules and branding.
Explore the edition Talk to usIllustrative edition. Company names, brands and workplace settings show how WorkQuest2U could be tailored for an organisation; they have not been endorsed or approved by any company.