Generative AI Tools: how they are shaping the way advice is given
How generative AI is being used, and can potentially be used, by insurance and financial services companies, provides many opportunities but it also poses many risks. Customers are also increasingly using generative AI tools themselves to challenge insurance and financial services companies.
In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers.
Wed 24 Apr 11:00 am – 12:00 pm
Jeff Heasman, Insurance Upskill
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.
Thu 02 May 12:00 pm – 1:00 pm
Alan Chandler,
Cyber Insurance
Cyber risk is a growing issue for all businesses, so brokers and insurers need to understand the risks and insurance cover available. No two cyber policies are the same so this can be a complex area for insurers, brokers, and their clients to understand the cover offered. This session reviews the cyber risk insurance solutions available in this rapidly changing class.
Wed 15 May 12:00 pm – 1:00 pm
Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker – technical insurance trainer, Nick Thomas & Associates
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!
Wed 22 May 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Behavioural Biases in the customer journey: How to identify and handle them to avoid custo
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm.
Tue 11 Jun 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Networking - a professional approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 18 Jun 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Previous event
IT’S BACK – THE INSTITUTE’S FAMOUS BEAUJOLAIS NOUVEAU DAY!
BOOKINGS NOW OPEN!
We will be celebrating Beaujolais Day at the Pontcanna Inn, Cathedral Road, Cardiff, CF11 9LL.
A 3-course gourmet lunch plus half a bottle of Beau Nou at a cost of only £55 per person.
Please click on the link to reserve your space now.
Thu 16 Nov 12:00 pm – 5:00 pm
The Pontcanna Inn