Events
Forthcoming events
2024 Summer Social Event hosted by the Insurance Institute of Cardiff and BIBA South Wales
Join us for our annual Summer Social event sponsored by Kingsbridge Group and the Insurance institute of Cardiff in conjunction with BIBA South Wales to be held on the rooftop terrace of The Botanist, Cardiff.
An opportunity for our members and industry peers to get together for a fun evening of networking and socialising with a free drink and complimentary nibbles to be provided.
Thu 04 Jul 5:30 pm – 10:00 pm
The Botanist Bar
Critical Business Interruption insurance learnings for brokers
One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large Pi claims against them going forward. understand how brokers are exposed following this judgement and how to take practical steps to ensure the right procedures to mitigate these exposures are in place.
Tue 09 Jul 12:00 pm – 1:00 pm
Alan Chandler,
What Winemaking Can Teach Us About AI in Insurance & Financial Services
As business processes and decision-making become more automated, a question arises as to what extent we still need a human in the loop. Exactly the same trend is occurring in winemaking, with consumers moving towards low human intervention wines (organic). In other words, there is a trend towards less human involvement in winemaking and in insurance and financial services.
Thu 18 Jul 6:00 pm – 8:00 pm
Jeff Heasman, Insurance Upskill
How to correctly advise clients on setting correct indemnity periods under BI Policies.
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.
Thu 25 Jul 12:00 pm – 1:00 pm
Alan Chandler,
Forecasting and Pipeline Management
This session will demonstrate to sales/team leaders and individual sales people [whether they are pure sellers, BDMs or Account Executives] the vital importance of effective pipeline management to ALL of their roles, and some effective strategies and tips for achieving it.
Wed 31 Jul 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Advanced Underwriting subject 960
Consisting of three study days, Alan Chandler will take you through the Advanced Underwriting Module. With this programme, you will be able to cut down on the amount of study time needed to crack the coursework, whilst working alongside a group of people all undertaking the same subject.
Mon 05 Aug – Thu 31 Oct
Alan Chandler,
Previous events
Enhancing your Personal Brand– develop your reputation for success
Everyone has a brand. It affects everything at work – from how receptive people are to your ideas to your chances of promotion. Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned
Thu 27 Jun 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Understanding how a director can be personally sued in tort under the Companies Act
The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability. For broking staff advising on D&O, gaining a full understanding of directors personal duties under the Companies Act will enable them to more clearly identify why no director can afford to be without D&O cover.
Tue 25 Jun 12:00 pm – 1:00 pm
Alan Chandler,
Networking - a professional approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 18 Jun 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Behavioural Biases in the customer journey: How to identify and handle them to avoid custo
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm.
Tue 11 Jun 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
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!
Wed 22 May 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Insurance History: Past & Present
Join Howard Benge from the Insurance Museum for a quick journey through the history of insurance and take a look at what an insurance museum can do today.
Mon 20 May 12:00 pm – 1:15 pm
Howard Benge, Museum & Heritage Professional, The Insurance Museum,