Previous events

All previous events

How to mitigate E&O's against brokers

  • Fri 14 Apr 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation will explore why the amount of errors and omission claims against brokers are on the increase Various new pieces of legislation including the brokers duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required.

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Next Gen Presents - Top Tips for LinkedIn & Effective Negotiation

  • Thu 13 Apr 5:30 pm – 7:30 pm
  • RPC LLP
    • Maya Whatton, RPC
    • Jeff Heasman, Jeff Heasman Training & Consulting

Networking and good negotiation skills are crucial to many different roles within the insurance and financial services sector, and though we may not always realise it, most of our day-to-day work centres around networking and negotiations. That said, little or no formal training is devoted towards these essential skills. This is an interactive and fun session that introduces the key elements of using LinkedIn and the negotiation process, such as the following: define your personal brand online; grow your connections more effectively through LinkedIn; qualities of a good negotiator; and planning a negotiation You can attend the event in person or remotely .

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Annual General Meeting 2023

  • Wed 12 Apr 12:00 pm – 1:00 pm
  • Bristol Harbour Hotel

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today. Attendees are welcomed remotely over Zoom, or in-person.

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Breakfast seminar: 5 Ways to Improve The Way You Use & Ask Questions Throughout The Customer Journey

  • Wed 05 Apr 7:30 am – 8:30 am
  • Bristol Harbour Hotel
    • Jeff Heasman, Insurance Upskill

Breakfast seminars are making a comeback. Enjoy a hot drink with a bacon sandwich, or selection of pastries and start your day right. From determining demands and needs, to assessing potential customer vulnerability, and from showing empathy, through to effective negotiation skills, the way we use and ask questions is critical. This masterclass will show you how to create and implement a strategy for better questioning techniques throughout the customer journey.

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IF1 Overview

  • Mon 03 Apr 9:30 am – 4:30 pm
  • Online
    • Alan Chandler

The course will look at the best exam techniques to use to pass IF1. We will explore: • The different types of risk, • The U.K. market place • The six insurance principles of insurable interest, duty not to misrepresent/ fair presentation of risk, indemnity, proximate cause, subrogation and contribution • The legal and regulatory aspects of insurance The course will be delivered by Alan Chandler, Chartered Insurer who has taken thousands of people from nothing to fully ACII qualified, including training many national prize winners, so you will be getting the best possible help to pass IF1.

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Understanding company structures

  • Thu 30 Mar 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place.

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Webinar - How Liability can arise in tort

  • Thu 23 Mar 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. This webinar will be suitable for brokers, underwriters and claims staff as well as anyone studying for MO5 insurance law.

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ESG – Emerging Risks

  • Mon 13 Mar 12:30 pm – 1:30 pm
  • Online
    • Zing365

Environmental, Social & Governance (ESG) regulation is on the rise globally with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent adverse impacts on the climate and other factors such as Human Rights. This session is tailored to help employees better understand the fundamentals of ESG

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Sold out! The Insurance Institute of Bristol Annual dinner

  • Fri 10 Mar 6:00 pm – 1:00 am
  • Bristol Harbour Hotel

Due to unforeseen circumstances a table has become available. We are offering it to the membership at a reduced price of £800. Please contact us ASAP if you are interested. --- You are cordially invited to the 2023 Insurance Institute of Bristol Annual Dinner, taking place at the Bristol Harbour Hotel on 10th March 2023.

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NEW breakfast seminar: Negotiations and the Relationship Paradox

  • Wed 08 Mar 7:30 am – 8:30 am
  • Bristol Harbour Hotel
    • Jeff Heasman, Insurance Upskill

Breakfast seminars are making a comeback. Enjoy a hot drink with a bacon sandwich, or selection of pastries and start your day right. Longstanding business and client relationships are an essential part of the insurance and financial services industries, yet when it comes to negotiations the stronger the relationship, the greater the potential problems. The relationship can result in agreements being reached more quickly but often they are of lower value than what they could have been and this can lead to things being left on the table, or at worse, people giving up things that they are reluctant to do so because of the pressure of the relationship. In the long run, this can damage the relationship. This session will show how relationships impact the negotiation process, how to set boundaries and how to handle them to ensure that you and your negotiation partner maximise value and don´t fall victim to the relationship paradox.

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To Pair or Not to Pair: what wine pairings can teach us about forming high quality connections in our social and professional lives

  • Tue 07 Mar 6:00 pm – 8:00 pm
  • Bristol Harbour Hotel
    • Jeff Heasman

A good pairing of wine and food is likely to result in a more enjoyable experience and whilst it is down to the choice of each individual, there are some fundamental principles that can be used to ensure that the food and wine pair well. Likewise, there are some fundamental principles that can be applied to our relationships that will enable us to form connections and networks that align with our values and so make us, and those around us, happier and more successful.

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DWF defending criminal proceedings

  • Mon 06 Mar 12:00 pm – 1:00 pm
    • Simon MacFarlane, DWF
    • Jessica Murphy, DWF

Looking at the process of criminal proceedings and their impact on related civil proceedings. How defending these can have benefit to civil proceedings beyond just guilt or innocence. Including, motoring offences, health and safety offences and environmental offences.

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How to read, understand and apply laws

  • Thu 23 Feb 1:30 pm – 2:30 pm
  • Online
    • Jeff Heasman

The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.

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Motor fleet insurance all you need to know in a nutshell

  • Thu 23 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

There are less and less insurance staff specialising in motor fleet insurance meaning that the knowledge of this essential cover is reducing. This webinar is about giving broking and insurer staff and opportunity to learn or refresh their knowledge around motor fleet insurance.

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FCA GI Consumer Duty and Update

  • Thu 23 Feb 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba

On 25th January 2023 the FCA made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business."

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Cii Examination techniques

  • Fri 17 Feb 9:30 am – 12:30 pm
  • Online
    • Alan Chandler

This three-hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.

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Setting correct indemnity periods under Business Interruption insurance policies

  • Fri 10 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject.

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5 Habits of Highly Effective Claims Handlers in Insurance

  • Wed 08 Feb 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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The Gender Debate: Is anything meaningful being done in the largest broking firms?

  • Tue 07 Feb 5:30 pm – 7:00 pm
  • Bristol Harbour Hotel
    • Louise Nicholls
    • Niki Facey

Are you a woman in broking that wants to see her career fly? Are you a male ally that wants to see more women succeed into senior positions within your broking firm? We want to see you at this event!

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NextGen presents- Networking Skills with Michael from Kataholos

  • Thu 02 Feb 12:00 pm – 1:00 pm
    • Michael Quigley, Kataholos

In this session with Michael, you will learn tips, invaluable networking techniques, guiding principles and strategy guidelines. These can be applied when at networking meetings, in networking groups and when you are looking to grow and expand your network.

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