A plain English overview of contractors insurance
From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance, often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs, and this presentation will outline the main factors to be taken into account. As an example, would a small building firm really understand the difference between labour-only and bona-fide sub-contractors, if they do not have a broker they are in big trouble, as the Insurance Act 2015 says they must make a fair presentation of risk, without help how do they do this?
Tue 23 Jul 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
Financial awareness – a plain English overview for all insurance staff on how to understan
Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.
Tue 13 Aug 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst
sharpening your capacity to influence others.
Whether we are working with prospects, existing clients, the insurance market, co-workers, or
other stakeholders it is essential that we can quickly establish [and reestablish] rapport.
Rapport also plays a role in building a wider
relationship of trust.
Wed 28 Aug 12:00 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Motor Insurance - all you need to know in a nutshell
We all purchase motor insurance for ourselves, and most brokers place it for their clients in some shape way or form, but how much do we really know about motor insurance. It has become so automated that many broker and insurer staff have forgotten the details of the cover, and some have never even been taught about the coverage, well this is opportunity to refresh and learn about this essential cover!
Tue 03 Sep 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare …
We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role.
However, it’s always useful to expand knowledge and ‘see the bigger picture’.
This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
Wed 18 Sep 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
President's Message
We don't know if you've heard, but there's a pretty big football match happening on Sunday!
Regardless of whether football is coming home, have you ever wondered what goes into insuring a tournament such as the Euros? Wonder no more and read this great article, in which Stuart Landsdown and Glen Donaldson take a look at the insurance risks and key areas where there is potential for claims to emerge.
Fri 12 Jul. 2024
CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!!
Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
Wed 10 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
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