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Industries · Insurance

Agents and advisors who know the product, and the rules.

New products, changing conditions and regulated distribution. Atrivity measures what agents, brokers and advisors really know and closes the gaps before they reach the client.

Powered by Atrivity Readiness + Atrivity Assistant

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Distribution and sales leadershipTraining and complianceProduct and marketingAgency and broker managers

The challenge

What makes it hard in insurance.

Challenge 01

Training hours are not knowledge

EU insurance distribution rules include ongoing training and competence requirements. Knowledge assessments can complement your training records.

Challenge 02

Products and conditions change

Coverage, exclusions and pricing change, and a wrong answer creates complaints and risk.

Challenge 03

A network you do not fully control

Agents, brokers and bank partners sell your products next to others.

Value proposition

Know who is ready. Close the gaps that matter.

Atrivity Readiness finds what your advisors and agents does not know and closes the gaps with knowledge challenges and refreshers. Atrivity Assistant answers what they need in the moment. Both run on your Sales Layer of approved content and report into the same analytics.

What you get

Evidence beyond training hours

Verified knowledge by person, product and network, alongside the hours you already track.

What you get

Correct answers on coverage

Conditions, exclusions and process answers from approved documents only.

What you get

Cross-sell with confidence

Advisors who know the full product range, measured, not assumed.

Real questions, real gaps

What advisors got wrong, and then got right.

10 real questions from insurance programs on Atrivity, each answered by between 115 and 548 advisors and underwriters. On average, the error rate fell from 64% at the first attempt to 39% at the last.

Business insurance115 learners

For personal injury, does an intern count as a third party under liability cover?

first attempt61%last attempt26%

What the company gainsPrecise coverage advice for business clients

Life and pensions222 learners

How are benefits from an insured pension plan taxed?

first attempt80%last attempt48%

What the company gainsCorrect tax advice and lower mis-selling risk

Life and pensions121 learners

In a group life policy covering absolute and total permanent disability, which is more likely to happen?

first attempt60%last attempt29%

What the company gainsBetter needs analysis and benefit design for corporate clients

Life and pensions548 learners

How can a pension plan be transferred?

first attempt73%last attempt44%

What the company gainsAdvisors capture transfers from competitors without losing deals over confusion

Business insurance293 learners

Are laptops covered under the computer breakdown guarantee?

first attempt71%last attempt42%

What the company gainsCoverage explained accurately, so fewer disputed claims

Life and pensions146 learners

Can specific medical tests be requested on top of the standard ones?

first attempt73%last attempt49%

What the company gainsSounder underwriting and better risk selection

Business insurance293 learners

The policyholder made redundancies last year. Can it take out a D&O liability policy?

first attempt51%last attempt28%

What the company gainsSellable D&O risks are no longer turned away

Business insurance147 learners

What is accumulation of risk?

first attempt51%last attempt28%

What the company gainsExposure is controlled at the point of sale

Life and pensions548 learners

Can the consolidated rights of a pension plan end up lower than the contributions made?

first attempt64%last attempt49%

What the company gainsTransparent risk disclosure, in line with conduct rules

Business insurance293 learners

Is cargo wetted by rain or by condensation in the hold covered?

first attempt59%last attempt44%

What the company gainsExclusions are explained up front, which protects the claims ratio and trust

Real questions from client programs, anonymised and translated. Correct answers not shown; metrics unchanged.

Solutions

What we propose for insurance.

Solution

Assess and ensure readiness

Support for internal annual knowledge assessments and regular product updates.

Assess and ensure readinessSolution

Implementation and service

The first four weeks, and what comes after.

Implementation and serviceSolution

Sales conversion

Answers based on approved content for agents and advisors during the client conversation.

Sales conversionSolution

Compliance and security

Source-locked content, audit logs and EU hosting.

Compliance and security

Business moments

Where it makes the difference.

New product launch
Annual regulatory training
Agent onboarding
Changes in conditions
Cross-sell campaigns
Broker and partner programs

Atrivity has been used by more than 500 organisations in more than 50 languages. How it works

Start with one team and four weeks.

One product or range, one team or network, four weeks. We run it as a managed service with your content.

Book a demoThe first four weeks