Webinar : Lunch & Learn Workshop - The Importance of Effective Risk Presentations

This webinar will include:

• Client disclosure and maintaining client relationships
- Importance of correct information recording / capture

• Duty of fair presentation
- Effective representation of client information
- Information on risk that must be/should be included for individual business classes under commercial combined policy including key risk / rating features

• Influence of fair risk presentation on underwriting and claims processes
- Pricing / rating influences

• Potential exposures to brokers if risk capture and recording is incorrect / insufficient

By the end of the session delegates will:

• Understand the importance of making a fair risk presentation to insurers
• Know which information should be included in a fair risk presentation, and how to effectively obtain this from a client
• Be aware of the benefits of effective of risk presentations, for clients, brokers and insurers

Diane is a Chartered Insurance Broker, with over 30 years’ experience as a broker. For 15 years (including during a hard market) she was involved with new business – collecting client information, programme design and creating effective presentations .Diane is now a trainer, specialising in Business interruption and Cyber.

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