Previous events

This month

CPD WEBINAR: Building a rapport in a hybrid world

  • Wed 20 Nov 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Good rapport is essential in both our business and personal lives. But how do we build rapport when we lack real face to face interaction? What are the challenges to building rapport in the virtual world, and how do we adjust to mitigate these challenges and to grasp the opportunities?

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CPD WEBINAR: Introduction to Parametric Insurance

  • Mon 18 Nov 12:00 pm – 1:00 pm
    • Matt Owen-James, Zing365

This course offers an in-depth exploration of parametric insurance within the UK insurance landscape. Participants will gain a comprehensive understanding of the principles, applications, and advantages of parametric insurance, focusing on its relevance and implementation in the UK market. You will explore the nuances of parametric insurance products, their mechanisms, and their role in providing efficient and rapid risk coverage in various sectors.

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CPD WEBINAR: The Power of Listening

  • Wed 13 Nov 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

‘Nature hath given [us] one tongue but two ears, that we may hear from others twice as much as we speak.’ Epictetus [Ancient Greek philosopher]. Many of us merely ‘hear’ and fail to really ‘listen’. Effective listening can have a profound effect on all our interpersonal relationships at work and home. In this session Nick Thomas brings together his expertise from the worlds of sales and coaching to help improve awareness of the importance of effective listening, and some key skills and tools to improve performance in multiple different environments.

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CPD WEBINAR: Leadership Communication Skills

  • Tue 12 Nov 12:30 pm – 1:30 pm
    • Victoria Rennoldson, Culture Cuppa

We are delighted to welcome Victoria Rennoldson from Culture Cuppa to our panel of speakers. This webinar forms part of our leadership focussed sessions and in tandem with the other leadership webinars will enable delegates to develop their leadership and communication skills.

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CPD WEBINAR: Why Underinsurance in Home Contents is so prevalent

  • Tue 05 Nov 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it?

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CPD WEBINAR: Understanding and addressing client buying influences

  • Mon 04 Nov 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

How often do we lose an existing account, or fail to win a sales pitch despite having what we think is clearly the best proposition? The most common reason that this happens is that we fail to identify, understand, and address the decision making dynamic and wider buying influences at our prospect or client. This session demonstrates a step-by-step methodology to make sure you cover all the bases and are not left scratching your head after another unexplained failure.

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All previous events

CPD WEBINAR: Farm Insurance Essentials

  • Wed 30 Oct 12:00 pm – 1:00 pm
    • Matt Owen-James, Zing365

The farming and agriculture industry has quite a unique requirement when it comes to insurance. There is material damage, livestock, farming equipment, various degrees of liability, environmental facts, the list goes on! The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover.

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CPD WEBINAR: Staff Appraisals In the Insurance Industry

  • Thu 24 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.

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CPD WEBINAR : Closing the deal - objection handling and closing [75-minute session]

  • Thu 17 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

In the same way that many salespeople experience ‘call reluctance’, many others fail to ask for the business, or to have appropriate strategies to deal with objections when they do. This session explores how the work you do earlier in the process can make it easier for yourself by minimising objections and creating an ‘easier close’. We then explore how to handle objections when they do arise, and how to help secure the final close.

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CPD WEBINAR: Sales Prospecting Skills- building a quality pipeline

  • Thu 03 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Having established our Ideal client Profile [ICP], this session looks at how we can generate target leads in a way that overcomes the challenges of the new hybrid workplace.

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CPD WEBINAR: Lloyds and the London Market

  • Wed 25 Sep 12:00 pm – 1:00 pm
    • Matt Owen-James, Zing365 Ltd

This course looks into the London Market and just how Lloyd’s is positioned within it. We look at the operation of Lloyds, its stakeholders and its place within the global insurance market.

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CPD WEBINAR: Storytelling for Business

  • Tue 24 Sep 12:30 pm – 1:30 pm
    • Susan Heaton-Wright, Superstar Communicator

Using stories in our communication: whether it be speaking, written or using social media, is a powerful way to engage and influence your audience. In this virtual masterclass, Susan will show you how to use this powerful communication capture the attention of others and to motivate them to take action.

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CPD WEBINAR : Sales Processes, Planning and Pipeline Management

  • Thu 19 Sep 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

There are many factors that can contribute to successful sales outcomes. We often think that top salespeople are successful because of their confidence and ease when in meetings or presentations, their ability to communicate, articulate, influence, and persuade. However, research shows that good planning and processes are key to successful sales outcomes. This session shows you how.

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CPD WEBINAR: How to demonstrate and develop credibility

  • Wed 18 Sep 12:30 pm – 1:30 pm
    • Susan Heaton-Wright, Superstar Communicator

There are situations in business where we need to demonstrate your credibility or personal impact. This gives clients, prospects, stakeholders, colleagues and senior staff more confidence in your abilities. In this virtual workshop Susan shares key characteristics of credibility and how to use it in an authentic way in business conversations. You will also build your awareness of how your presence and confidence plays a role in credibility, even when you are not speaking.

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CPD WEBINAR: UNDERSTANDING THE PROFESSIONAL INDEMNITY MARKET (Intermediate)

  • Mon 16 Sep 12:00 pm – 1:00 pm
    • Matt Owen-James, Zing365 Ltd

During this session, we will explore the Professional Indemnity marketplace, and the different policies that are available. This will include some of the key legal remedies, underwriting factors and what should be considered in a wording for this class of business.

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CPD WEBINAR: Challenging for Sales Success (Part 2)

  • Tue 10 Sep 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

For decades B2B organisations in solution selling have focused their sales approach on understanding client needs and building strong relationships. But research in recent years has clearly established that this is no longer enough, and that the very best salespeople go beyond traditional consultative and solution selling to ‘challenge’ their clients in multiple ways. This session moves on to explore the second and third components of the challenger sales methodology, tailoring for resonance and controlling the sale.

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CPD WEBINAR: Decoding Company Accounts

  • Wed 04 Sep 12:00 pm – 1:00 pm
    • Jennifer Yeates, Zing365

In this session we will be looking into the subject of a client’s financial report, how to understand it and its importance to helping you become a trusted advisor to your client. We will break down a typical financial report and analyse what it can tell us about the business, especially any insurance requirements. This course is suitable to anyone who is dealing with limited companies and is interested in developing their business relationship with their client

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CPD WEBINAR : Critical BI Insurance Learnings for Brokers (Infinity Reliance Judgement)

  • Wed 07 Aug 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

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. This webinar looks to understand how brokers are exposed following this judgement and how to take practical steps to ensure the right procedures to mitigate these exposures. This webinar is a must for all broking staff and has significant relevance for underwriters and claims staff also.

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CPD WEBINAR: Dealing with vulnerable clients: Ethical Practices in Insurance

  • Thu 18 Jul 12:00 pm – 1:00 pm
    • Kerris Earle, Zing365 Ltd

In this session we will explore best practices and requirements for dealing with customers with vulnerable characteristics. We will delve into the FCA's guidance, assess the expectations of dealing with vulnerable customers and the link with the Consumer Duty, and gain practical insights in how to deal with vulnerable customers ethically and effectively.

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CPD WEBINAR - INTERMEDIATE BI

  • Tue 09 Jul 12:00 pm – 1:00 pm
    • Matt Owen-James, Zing365 Ltd

Business interruption can be a complex and challenging class of insurance. This course takes an interesting look at the importance of setting sums insured & indemnity periods correctly as well as how the underwriter may view a complex risk. We will look into the settlement of claims. and how recent legal precedent has impacted this insurance. It is a course most suited to those who have experience in the insurance industry and already have a familiarity with Business Interruption insurance.

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