A payment protection insurance training series for CWB National Leasing

A five-module bilingual series on payment protection insurance, with friendly illustration, gamification and graded assessments, for internal and external learners.

Matching documents activity listing payment protection insurance documents beside what each one requires
  • 5

    modules in English and French

About CWB National Leasing

CWB National Leasing began in 1977 as a two-person operation in Winnipeg, Manitoba. Today it is a national equipment leasing company with more than 400 staff across Canada, and its service covers everything from financing new or used equipment to end-of-term decisions and payment relief.

CWB National Leasing is now part of National Bank Equipment Finance.

Making a complex subject friendly

Payment protection insurance training can intimidate learners. CWB National Leasing is known for making complex subjects friendly and engaging, and it wanted an instructional design partner that shared those values.

The Custom Learning team built the course design around CWB's concept of friendly illustration artwork. Every module carries touches of the brand's personality that make the course pleasant to take.

The project at a glance

  • Five modules

    The course serves both internal and external learners.

  • Brand-led design

    A new, intuitive design with relevant interactivity follows CWB National Leasing's branding and guidelines.

  • Client-supplied content

    Modules were built from content CWB supplied, with no instructional design services or subject matter expert interviews needed.

  • Works on every device

    The modules work on mobile, tablet and desktop.

Inside the course

  • Matching documents activity listing payment protection insurance documents beside what each one requires
    Matching documents to their requirements
  • Sample application form with a pop-up explaining the health questionnaire
    A sample form with explanatory pop-ups
  • Question asking which of two sample documents is correct for a given loan
    Choosing the correct document
  • Feedback explaining that the page with the date and signature is the correct one
    Feedback on the answer
  • Challenges

    • The storyboards needed for the interactivities and resources in both English and French were complex, so an extended content review cycle supported them

The result

The Payment Protection Insurance Training Program is a five-module series that gives internal and external learners product details, the benefits and considerations of leasing, and marketing materials. Every interactivity and slide is available in English and French.

Gamification and graded assessments with true or false and multiple-choice questions keep learners engaged, and the modules work across mobile, tablet and desktop. CWB National Leasing was very happy throughout the project, and the design team's small extra touches made development a pleasant experience.

What CWB National Leasing says

  • This course is great! I am so impressed by your skills to take what I put into a word document and mind map and turn it into a moving course that confused me when I was creating it, but making it all make sense!! Thank you, and our team was very impressed with how the images were used!!!

    Kella D., National Leasing

  • Types of interactivity

    • Bilingual content
    • Gamification
    • Graphic design and illustration
    • Interactive images
    • Drag-and-drop activities
    • Knowledge checks
    • Minor animations
    • Navigation
    • Pop-up windows
  • Where the content started

    Extremely prepared: CWB provided 18 documents and question banks.

How can we help with a program like this?

Tell us what you're working on and we'll suggest where to start. We reply within three business hours.

Smiling woman with shoulder-length blonde hair in a black blazer and teal blouse

Hello, I'm Sonia, and I'm here to help you.

SMB Sales