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How to use materials
In 2003, INSETA sponsored the development of learner material by stakeholders in the insurance industry, for the benefit of the industry as a whole.
All learning material are currently in zip format. Should you wish to obtain winzip, you can download it from www.winzip.com.
Each unit standard was reviewed by two or more reviewers. These reviewers gave in-depth input on inter alia technical content, assessment processes, OBE processes and appropriate alignment of materials with the assessment criteria contained in the unit standard. The writer had final discretion with regard to what was incorporated in the final materials. It should therefore be recognised that not all the input provided by the reviewers was necessarily incorporated in the final version of the materials.
To use this material, please note the following:
  1. Learner material has been provided for the following categories:
    • core insurance material at Levels 2, 3 and 4
    • elective insurance material at Levels 2 and 3
    • fundamental materials for maths literacy at Level 1
    • fundamental materials for financial literacy at Levels 2, 3 and 4
    • fundamental materials for contextualised communication at Levels 3 and 4
  2. The material is not suitable for every learner under every circumstance. Further development and customization of the material will need to take place to ensure that it meets learner-specific, company-specific and situation-specific needs.
  3. Disclaimer
    Whilst every effort has been made to ensure that the learning material is accurate, INSETA takes no responsibility for any loss or damage suffered by any person as a result of the reliance upon the information contained herein.
  4. The material which has been developed is up-to-date and relevant at a specific point in time (see the specific materials for the date of finalisation). Changes may occur to the unit standards, to prevailing legislation or to any other context and as such, users of the material are encouraged to make their own changes to the material to ensure that it is relevant and up-to-date.
  5. For learners who are unfamiliar with the insurance industry, it is strongly recommended that material at Levels 2 and 3 are understood before attempting Level 4 materials. In many cases the Level 4 materials require an understanding of the insurance environment and of a specific sub-sector.
  6. There is open access to these materials. This means that individuals, companies and training providers may access and use these materials according to their needs. Please note that INSETA is not in a position to provide any support to the users of these materials. Please note too that the use of these materials does not automatically mean that INSETA endorses the training provider or the assessment tools. Normal accreditation procedures apply.
  7. It should be noted that where-as the materials may provide formative and summative assessment tools, nevertheless companies may need to adjust or modify these tools to comply with their internal assessment policies and procedures.
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