Insurance Practitioner Showcase

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This area is where you will upload evidence for your KSBs that require portfolio evidence.

The evidence can be completed in multiple ways, some ideas are listed below.

It is a good idea to use a variety of evidence types.

  • Written work or case studies
  • Internal compliance audits
  • Project work done in the role:
    • Customer records/files/notes
    • Call notes – on a system or handwritten
    • Complaint forms and any follow-up letters and responses
    • Email trails/Screenshots
    • Meeting records/minutes/notes or recordings
    • Policy and procedure documents that are endorsed by an appropriate person
    • Photographs, video and/or voice recordings – possible a video diary or podcast
    • Any other documentation that is produced in the completion of the activity
  • Formal performance review or appraisal:
    • One to ones
    • Mid and End of Year Reviews
    • Feedback forms
  • CPD log/ Training notes /records, plans or certificates
  • Observation records
  • Witness statements
  • Context statemnents

Evidence can be used over multiple KSBs as long as it clearly covers those points.