![CPD Webinar: SURE: A new technique to ensure clients have understood your advice](/media/19313/c-users-amktjulh-onedrive-chartered-insurance-institute-2021-national-website-li-image-bank-2021-social-people-16.jpg?autorotate=true&width=400&height=224&scale=both&mode=crop&anchor=center)
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
A plain English overview of contractors insurance
From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance, often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs, and this presentation will outline the main factors to be taken into account. As an example, would a small building firm really understand the difference between labour-only and bona-fide sub-contractors, if they do not have a broker they are in big trouble, as the Insurance Act 2015 says they must make a fair presentation of risk, without help how do they do this?
Tue 23 Jul 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
Financial awareness – a plain English overview for all insurance staff on how to understan
Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.
Tue 13 Aug 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
![In Person CPD Event: Building rapport in a hybrid world](/media/19311/c-users-amktjulh-onedrive-chartered-insurance-institute-2021-national-website-li-image-bank-2021-social-networking-1.jpg?autorotate=true&width=400&height=224&scale=both&mode=crop&anchor=center)
In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst
sharpening your capacity to influence others.
Whether we are working with prospects, existing clients, the insurance market, co-workers, or
other stakeholders it is essential that we can quickly establish [and reestablish] rapport.
Rapport also plays a role in building a wider
relationship of trust.
Wed 28 Aug 12:00 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Motor Insurance - all you need to know in a nutshell
We all purchase motor insurance for ourselves, and most brokers place it for their clients in some shape way or form, but how much do we really know about motor insurance. It has become so automated that many broker and insurer staff have forgotten the details of the cover, and some have never even been taught about the coverage, well this is opportunity to refresh and learn about this essential cover!
Tue 03 Sep 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
President's Message
![Insurance Charities Awareness week](/media/25303/insurance-charities-2024.jpg?autorotate=true&width=400&height=224&scale=both&mode=crop&anchor=center)
Insurance Charities Awareness week
The Insurance Charities annual awareness campaign is taking place from Monday 24th June until Friday 28th June 2024.
Mon 17 Jun. 2024
![Cyber risks in a world of increasing AI - In-person CPD Seminar](/media/19808/graph-image-02.jpg?autorotate=true&width=400&height=224&scale=both&mode=crop&anchor=center)
Cyber risks in a world of increasing AI - In-person CPD Seminar
Join us for this fascinating exploration of cyber risks and incidents associated with the fast-moving developments of AI.
Tue 02 Jul 12:00 pm – 2:00 pm
Harriet Davies, Clyde & Co LLP
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