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Insurance intermediaries

Agents, brokers and collaborators registered with the RUI have a precise training obligation: 30 hours of professional update every year, 60 of initial training on first entry. Formatika keeps the register of those hours for every collaborator, stores the certificates and shows in real time who is compliant — ready for an IVASS inspection.

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Insurance agent meeting two collaborators around the agency table
Manager viewing the IVASS training dashboard: hours completed and status of each collaborator

Kamzan for insurance intermediaries

IVASS training kept compliant, without spreadsheets

IVASS Regulation 40/2018 requires every intermediary to complete 30 hours of update a year and 60 of initial training. In the agency this turns into an Excel sheet per collaborator, certificates scattered across e-mails and a race against time when an inspection comes.

Formatika keeps the register of hours for every role, stores the certificates next to the collaborator’s name and shows in real time who is compliant. The rest of the ecosystem covers the agency’s courses, documents and signatures.

What an insurance agency needs

The obligations of IVASS professional update, from the single agency to the network with dozens of collaborators.

  • 30 hours a year, for every role

    Tracking mandatory professional update — 30 annual hours for intermediaries and staff, 60 of initial training for those newly registered with the RUI — with different thresholds per section and role.

  • Certificates always at hand

    Collecting and storing the certificate of every course next to the collaborator’s name, ready to produce without hunting through e-mails and folders.

  • Who is compliant and who is behind

    A dashboard comparing hours completed with the role’s quota and flagging each collaborator’s status: compliant, late or critical.

  • Ready for the IVASS inspection

    Exporting in one click the register with hours and certificates for every collaborator, with data on servers in Europe and GDPR compliant.

The annual cycle of the IVASS update

Example: how a collaborator accrues their 30 hours and the agency documents them for the training year.

  1. 1 Agency → Collaborator

    The agency sets the annual hour quota for every role and assigns the update courses to collaborators.

    Formatika
  2. 2 Collaborator → Agency

    The collaborator takes the courses — in class, webinar or e-learning — and the certificates flow into their profile.

    kLearning
  3. 3 Agency → Collaborator

    Formatika compares completed hours with the role’s threshold and updates the status: compliant, late or critical.

    Formatika
  4. 4 Agency → Collaborator

    At year end, or in case of inspection, the agency exports the full register of hours and certificates for every collaborator.

    Formatika

What you manage

Hours, certificates and documents the agency must be able to produce

Everything that today lives between Excel, e-mails and network folders finds a single place, ready for inspection.

  • Register of update hours per collaborator
  • Certificates of completed courses (classroom, webinar, e-learning)
  • Initial training of those newly registered with the RUI
  • Mandates, proxies and collaboration letters
  • Proposals and policies to sign
  • Policy deadlines and obligations
  • Reports for the IVASS inspection
Training certificates with a seal on the agency desk, next to a laptop

A compliant agency, a compliant collaborator

The manager sees the whole picture, the collaborator sees their own path.

For the agency

  • Hour quota per role and RUI section, with different thresholds for intermediaries, staff and new registrants.
  • Dashboard comparing hours completed and due: compliant, late or critical, at a glance.
  • Certificates stored next to the collaborator, not hunted through e-mails.
  • One-click export of the full register for the IVASS inspection.
  • Data on servers in Europe, GDPR compliant.

For the collaborator

  • Sees how many hours they have accrued and how many are missing before the deadline.
  • Takes e-learning courses from anywhere, with kLearning.
  • Uploads the certificate of an external course and finds it in their profile.
  • Signs mandates and proposals from the phone, with legal value.

Beyond the register

The functions that lighten the agency’s compliance

Tools already included in the ecosystem to deliver, certify and document training.

  • Real-time compliance status

    Hours completed against the quota: the dashboard flags who is compliant and who is at risk.

  • Archived certificates

    Every certificate is linked to the course and the collaborator, ready to produce.

  • Automatic reminders

    Alerts to those behind on hours before the deadline becomes a problem.

  • E-learning courses

    With kLearning you deliver update courses and record their completion.

  • E-signature

    kSign for mandates, proposals and policies: legal value even remotely.

  • Document deadline tracker

    kCompliance keeps policy, mandate and proxy deadlines together.

Collaborator with headphones following an e-learning refresher course on a laptop

Kamzan products for the intermediary

Formatika drives the training update; the other modules cover the agency’s courses, documents and signatures.

  • Formatika

    The IVASS update register: hour quota per role, archived certificates and real-time compliance status for every collaborator.

    Discover the product

  • kLearning

    Delivers update courses in e-learning and records their completion. Formatika certifies, kLearning delivers.

    Discover the product

  • kCompliance

    Document management for intermediaries: policy, mandate and proxy deadlines in one place, with collaborative editing.

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  • kSign

    E-signature of mandates, proposals and policies with full legal value, even remotely.

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Why trust Kamzan