Emerging Risks
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
Thu 04 Jul 12:00 pm – 1:00 pm
Chris Abram ACII, F Inst. SMM,
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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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Building and Maintaining Trust in the Modern Hybrid Workplace
This webinar will examine the essential aspects of organisational trust in terms of how it is formed and then maintained in our working relationships. We will also look at solutions to the unique challenges that trust can pose in hybrid working models.
Thu 13 Jun 12:30 pm – 1:30 pm
Jeff Heasman,
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