Insurance Professional – Level 4

Facilitation of Assessment

DSW has always had a ‘digital by default’ approach to end-point assessment; this allows us to provide greater flexibility for all stakeholders while reducing fees and our carbon footprint.

• Interviews and presentations are conducted using web conferencing platforms and we’re flexible enough to use a platform of the employer’s choosing when required.
• Written exams, MCQs and Case Studies are carried out online using an invigilated assessment platform
• Portfolios and Projects are submitted to DSW in digital format for assessment
• Our assessments are also administered using an online platform, epaPRO, which provides training providers with access to results, reports and dashboards.

This is all supported by named account managers and operations contacts who are here to support you at each step of the EPA journey.

Assessment Methods

Portfolio of Evidence

• Evidence is gathered during the last 3 months of the on-programme period, and EPA period
• Portfolio evidence to demonstrate all learning outcomes
• A showcase, displaying the best work-based examples of how the apprentice has demonstrated the learning outcomes

Professional Discussion

• Duration of the professional discussion will be 75 minutes
• Focuses on any learning outcomes which were not met through the portfolio of evidence, distinction criteria and the apprentice’s role
• Will consist of 18 discussion points

For more details, visit the IfATE website.

Grading

There are three levels of outcomes for this Standard – Fail, Pass and Distinction.

Each Learning Outcome has its own descriptor on how to achieve a Pass or a Distinction, where these are not evidenced at this level it will be graded as a fail.

There are two assessment methods within this Standard:

• Portfolio
• Reflective Discussion

The grading in this Apprenticeship is cumulative and therefore the individual assessment methods are not graded.

In order for the Apprentice to progress to the Reflective Discussion, a minimum of 40 of the 50 Learning Outcomes must be met at a Pass or Distinction level with at least one Learning Outcome met for each competency area within the Portfolio.  Any Learning Outcomes which are not met within the Portfolio must be met in the Reflective Discussion.

To achieve a Pass, the Apprentice must provide evidence of meeting the Pass criteria for all Learning Outcomes within the standard between the two assessment methods.

In order to achieve a Distinction, in addition to the Pass, the Apprentice must meet the Distinction criteria for a minimum of 20 Learning Outcomes from the Skills and Behaviour competencies including at least one Learning Outcome from each of the 10 competencies.

The knowledge competencies are considered as Pass or Fail, with no Distinction differentiator.

Benefits and Support

DSW is a leading EPAO trusted by some of the UK’s largest employers and apprenticeship training providers to assess apprentices across a portfolio of more than 35 standards.

We combine first-class customer support, leading assessment technology and assessment expertise to deliver an EPA experience which our clients tell us is unequalled.

Benefits include:

• Assessor allocated ahead of gateway to guarantee availability and fast turnaround
• Planning meeting scheduled within 1 working day of Gateway
• Results issued within 5 working days
• Competitive pricing, reduced resit fees and no registration fees
• Dedicated account manager and operations contact
• Quality-assured assessors with extensive sector and assessment experience
• Truly collaborative, partnership approach and dedicated DSW human touch support team
• Delivery of a great learner experience with flexibility to accommodate varied learner environments
• Support materials – Guides, toolkits, webinars and use of digital platforms make EPA efficient and easy
• Engaged with other EPAOs and sector bodies to lead the standardisation of assessment methods and raise professional standards