Get the best out of The Exchange every day.

Select the Exchange training session you're interested in from the list below to find out more and to book your place.

Meet the product owner

Meet the people behind the software.

Hear first-hand about the latest and upcoming developments and enhancements and provide your feedback on features and functionality you would like to see in the future.

Select a date and book online

For further information about this session please email

Top tips

  • 30 mins
  • Fortnightly

Our trainers share their best top tips and hacks for using The Exchange.

This online session is ideal for new and existing users. Expect it to cover all of the following and more:

  • How to apply and its benefits
  • Intelligent quotes
  • Multi-Policy / Multi-Benefit (including custom package)
  • Getting the most from quote results (skiing downhill)
  • Partially underwritten quotes
  • Dual Life
  • Relevant Life
  • Features
  • Digital solutions

Select a date and book online

For more information about this session, please email