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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Identify relevant strategic networks
  2. Establish network and collaborative links with key stakeholders and individuals
  3. Build strategic relationships to support and develop broking activity
  4. Review networks and collaborative activity

Performance Evidence

Evidence of the ability to:

apply wide ranging research skills to identify and evaluate potential networks and collaborative relationships against identified client and brokerage business needs

implement strategies to establish linkages and build relationships

apply information from networks and work undertaken in collaborative relationships to address client and business requirements

review results of networks and collaborations to determine future action plans.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.


Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe research activities designed to identify and analyse information on ethical standards, legal requirements and industry codes relevant to the insurance broking sector

outline leadership strategies that can be applied to the practical application of ethical standards in insurance broking

explain the process of benchmarking to monitor, review, analyse and diagnose ethical business practice

explain the application of conceptual thinking and reasoning skills in identifying ethical acceptable and unacceptable practices

outline the use of change management and innovation techniques to identify useful strategies to implement ethical standards.