Bespoke training

Are skills gaps across your panel creating risks?

Don't just react to claims, prevent them. Our bespoke training provides a tailored, strategic intervention designed to address the root causes of common errors at panel law firms, measurably improving compliance.

Who is it for?

Upskill panel firms on your specific requirements

We deliver tailored training for panel firms that aligns with your requirements, policy terms, and compliance expectations, ensuring consistent implementation and reducing risk. That means fewer compliance missteps, reduced incidence of claims and losses, and overall improvements in panel-wide performance.

PII/ATE insurers

Funders

Investors

Brokers

We’ll help ensure your panel firms meet your expectations on compliance, risk and policy.

Key deliverables

Whatʼs included in the training?

Our tailored training is built around the specific risks and common errors identified in your claims data or audit findings, ensuring your panel firms fully understand and comply with your requirements going forward.

Our comprehensive programmes include:

Bespoke training

Custom training sessions aligned with your specific insurance policy terms and requirements.

Reference materials

Clear, written documentation and reference guides to support participants’ learning.

Review of existing systems

Analysis of potential risks related to your policy terms to inform proactive training.

What to expect

Actionable outcomes

Consistency across panel firms

Better grasp of your requirements

Reduced risk and error rate

Panel-wide culture of compliance

Greater accountability from firms

Want to reduce claims across your panel?

Speak to Complex Risk today. We design and deliver strategic training for panel firms based on your data, addressing the root causes of common errors to lower your exposure to claims or loss.

Frequently asked questions

If you don’t find the answer to your question here, get in touch with us and we’ll be happy to help.

How long does a bespoke training programme take?

As our training programmes are tailored to the specific requirements of the insurer or funder commissioning the training, and adapted to the current skill levels or competency gaps in the panel firms themselves, the length can vary. Generally, we require one to two weeks to deliver a programme, but if it’s more convenient to spread sessions out, we can deliver a staged programme.

How do we know the training will address the real-world issues that affect our financial exposure?

Each of our training programmes is tailored based on your data. We start by analysing your claims history, common reasons for funding write-offs, or the thematic findings from our file audits on your panel. We then build a programme that addresses the main weaknesses, areas of heightened risk or skills gaps directly – using real-world case studies based on anonymised versions of scenarios that have caused concern.

We already provide our panel with guidance notes and bulletins. How is this training more effective?

The challenge for insurers isn’t just communicating their requirements, but knowing that panel firms have interpreted and implemented them correctly. Our bespoke training programmes offer an engaging, interactive forum to translate your theoretical guidance into practical application, as well as providing you with feedback on the level of understanding and alignment with your requirements within panel firms. And unlike a static document, a bespoke session can focus on specific areas of concern, skills gaps or emerging risks.

What assurance do we have that the firms will not just attend but actually apply the lessons learned?

We’ll report back to you not only on attendance, but on trainee engagement with the programme, giving you a clear picture of the firm’s commitment to the training. We’d also recommend scheduling a follow-up health check or file audit 3-6 months after the initial training is complete, tailored to assess how well the firm is applying the key principles covered in the programme.

Can this training be used as a formal remedial tool for a firm that has performed poorly in an audit?

Yes, this is a common reason that insurers and funders engage with us. If a panel firm has performed poorly in a review or audit, recommending targeted training can be a constructive next step. We’ll work with you and the firm in question to tailor our training programme to focus on your specific areas of concern or address the competency gaps that are creating risk. The outcome of the programme will provide you with clear, objective data for making future decisions about their panel status.