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Free course template · US federal

Cybersecurity for insurance teams: Protecting policyholder data under insurance data security rules

A ready-made course, live deck and two surveys for all staff. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • A claims handler, Priya, receives an email from a "body shop" with a new bank account for a repair payment and an attached invoice that asks her to enable macros
  • What would you do?
  • Timeline
  • Quiz

  • What counts
  • Terms
  • Tabs
  • Flashcards
  • Matching quiz

  • Five checks
  • Before you send
  • Process
  • Checklist
  • Quiz
  • Multi-select quiz

  • The repair shop
  • Working from a café
  • Sort it
  • Scenario
  • Sorting activity
  • Matching quiz

  • Report fast, report everything
  • "I clicked it"
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Why do insurers attract cyber criminals?

 

Claims and underwriting files bring health, money and identity details together in one place, which makes them valuable. The other answers are not true of insurers.

Lesson 1, The email from the "repair shop", teaches this. See the outline

Question 2 of 3

A message that looks like it comes from a senior colleague asks you to approve an urgent change to a payment. What do you check first?

 

Replying goes to the sender, who may be the criminal. Verify through a channel you already trust, such as a call to a known number. A signature or other replies prove nothing.

Lesson 3, Spot, stop, report, teaches this. See the outline

Question 3 of 3

Who should hear first about a suspected security event?

 

Report through the route your organisation sets, straight away. You do not need proof, and the security team decides what happens next. A public channel or a friend is not a safe place for details.

Lesson 5, Speak up and apply, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Cybersecurity for insurance teams: Protecting policyholder data under insurance data security rules

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Purple geometric

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: The email from the "repair shop" · 7 min

    Before you begin · A claims handler, Priya, receives an email from a "body shop" with a new bank account for a repair payment and an attached invoice that asks her to enable macros · What would you do?

  • Lesson 2: The data you hold and the rules in brief · 7 min

    What counts · Terms · Check

  • Lesson 3: Spot, stop, report · 7 min

    Five checks · Before you send · Check

  • Lesson 4: Grey areas · 7 min

    The repair shop · Working from a café · Sort it

  • Lesson 5: Speak up and apply · 7 min

    Report fast, report everything · "I clicked it" · Check

  • Lesson 6: Final assessment and completion · 5 min

    Your next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Every year , at onboarding, and after an incident or near miss.

All staff at insurers, agencies and claims organisations who handle policyholder or claimant data, with a manager track for team leads; run by the information security lead with compliance.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Compliance policy link
  • Reporting route
  • Approved sharing channels
  • LMS or record system
  • Jurisdiction rules link
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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