Previous events
All previous events
Communicating with Vulnerable Customers
Join Jeff Heasman for this session on Communication with Vulnerable Customers. It is critical that everyone working in insurance and financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say. However, the critical next step of how to communicate with a vulnerable customer is often overlooked and lacking in most training sessions on the subject of vulnerable customers. This training session corrects this common mistake by providing key skills necessary to ensure that you are able to communicate clearly and effectively with vulnerable customers.
View event detailsLaughing Yourself to Wellness
Join Jeff Heasman for the the science of laughter in the workplace and an introduction to laughter yoga. People very rarely succeed in something unless they are having fun doing it. This may explain why laughter clubs are popping up in companies, large and small, across the world and why it has been receiving so much coverage in the press in recent years!
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Enabling Womens Careers - Wednesday 20th September 12 Noon - Communicating with Confidence
Join us for the September Women's Forum - Topic to be confirmed! This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session and be ready with your camera on if possible benefit the group.
View event detailsEnabling Womens Careers - Wednesday 20th September 12 Noon - Communicating with Confidence
Join us for the September Women's Forum - Topic to be confirmed! This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session and be ready with your camera on if possible benefit the group.
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M05 – Dip CII module Intense Revision Day
Join Jennifer Yeates for an Intense Revision Day for the M05 Dip CII Module
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Membership & Exam Overview With the CII
Ashleigh Picton has a background in Customer Service Management and Operations. She likes to see results and deliver client resolutions at the same time as building relations. She is passionate to understand the needs of the CII's London Market corporate clients leading to improved performance linked to business goals. Like many of our members, Ashleigh is also studying, so has first-hand knowledge and experience of the CII qualifications, helping her relate to CII students across the key disciplines, providing hints and tips for success. As we all know, a company’s employees are its greatest asset with investment into education and wellbeing at the forefront of many business strategies. In her previous role the CII supported her in becoming an Institute of Customer Services coach, enhancing her skills set and enabling her to support others in their careers. "The CII’s Professional Map is a great way to identify training requirements, looking at behaviours and technical expertise, to boost professional development". In her spare time Ashleigh enjoys reading fiction, listening to music and would describe herself as a cook that improvises! Not forgetting she is a huge F1 fan and enjoys socialising with friends and family.”
View event detailsHOW TO UNDERSTAND AND EXPLAIN INSURANCE POLICIES IN 5 EASY STEPS
The insurance market is increasingly competitive and the policies sold are increasingly complex. New business is won and existing business is retained when insurance professionals are able to properly understand the products being sold and explain key features in clear and transparent language. This session will show you how to understand and explain insurance policies to customers in 5 easy steps.
View event detailsContractors all risks - an introduction (1)
Join Diane for this webinar where this session will look at Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover
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Getting back into balance
As the summer comes to a close, the leaves start to turn and the children return to school, what better time than now to take back control of the reigns of life and review our priorities for the rest of the year and beyond. This fun and interactive session will be Live-Online on zoom and will not be recorded to enable sharing and networking. Please have your camera on where possible for the benefit of the group.
View event detailsGetting back into balance
As the summer comes to a close, the leaves start to turn and the children return to school, what better time than now to take back control of the reigns of life and review our priorities for the rest of the year and beyond. This fun and interactive session will be Live-Online on zoom and will not be recorded to enable sharing and networking. Please have your camera on where possible for the benefit of the group.
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Introduction to the Data Protection Act
Join Kerris Earle for this webinar where she will provide an overview of the Data Protection Act including type of data protected and how data is classified
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Digital Danger Decoded: Outsmarting Fraud, Outmaneuvering Scams & Boosting Your Business' Cyber Resilience
Join us on a thrilling journey and learn how to turn your business into a digital fortress. Delivered online via Zoom, book now for an engaging session with Daniel Williams where we’ll delve into the underbelly of the cybercrime world and examine the current trends in fraud, as well as the cutting-edge techniques employed by scammers. But it's not all doom and gloom; we'll shine a light on the strategies and tactics your business can employ to stay one step ahead. Don't just react - be proactive, be informed and be resilient.
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A plain English overview of Builders performance bonds
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, will explain the difference between a bond and an insurance contract and show why brokers need to understand what a builders performance bond is. From time to time your clients, particularly those involved in the construction sector, will look for help in obtaining a bond and this presentation looks to provide an overview of what bonds are and why they are issued. Alan will look at different types of bond such as conditional and on demand but not James!
View event detailsEnabling Womens Careers - 9th August 2023 - 12 Noon - Communicating with Confidence
Join us for the September Women's Forum session on Communicating with Confidence. This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
View event detailsAn overview of Motor Trade insurance
The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market is hardening so badly and why rates will continue to rise. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management
View event detailsMotor fleet insurance all you need to know in a nutshell
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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Enabling Women's Careers - Overcoming Imposter Syndrome
Join us for the July Women's forum session to Enable Womens Careers This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
View event detailsEnabling Women's Careers - Overcoming Imposter Syndrome
Join us for the July Women's forum session to Enable Womens Careers This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
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Company Law: Key Considerations for Business Owners
Join VWV for a seminar, whereby Emma Cameron and Shane Taylor will explain the key areas of company law and highlight some of the key legal issues business clients may face. Participants will gain an understanding of certain legal risks for business owners
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